On this week’s episode, Wade is hosting without Alex. But Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, and Jason Rizkallah, CFP®, RICP®, of McLean Asset Management join Wade to get serious about what listeners need to know when looking at annuity illustrations and annuity contracts. We get the conversation rolling this week with a look at income annuities (SPIAs and DIAs) and variable annuities. Listen now to learn more!

Links

Click here to watch this episode on YouTube: https://youtu.be/cEKyvvyIPfE?si=_3YMH_Jju-v3McBo

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?”