Episode 88: What to Look for in Annuity Illustrations and Contracts (Part 2)

On this week's episode, Wade is continuing his conversation with Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, and Jason Rizkallah, CFP®, RICP®, of McLean Asset Management about what listeners need to know when looking at annuity illustrations and annuity contracts. Listen now to learn more!

 

Links

As referenced in the episode, if you'd like to speak with someone at McLean Asset Management about annuities or any other financial planning topic, you can get in touch at: www.mcleanam.com/review 

Join our Retirement Income Masterclass to learn about the RISA® and how to use it and market it within your practice. Sign up here: www.risaprofile.com/advisors 

 

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"