In this episode, Alex and Wade bring in Bonnie Treichel, Chief Solutions Officer for Endeavor Retirement and key member of the Retirement Income Consortium, to discuss whether annuities can play an effective role in helping millions of Americans retire with contractual income solutions for their retirement income paycheck. We also discuss the current landscape of the retirement plan landscape and how it’s evolving to continue to meet the needs of individuals. Listen now to learn more!
Links:
Click here to watch this video on YouTube: https://youtu.be/Z0qjhbkWsdU?si=8p-0fe-zhgHn20dg
Endeavor Retirement: https://endeavor-retirement.com/
Retirement Income Master Class for Advisors Registration Page: https://risaprofile.com/masterclass
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?”