In this episode, Wade and Alex break out the “A” word and discuss the many definitional concepts of annuities. We tackle some common misconceptions surrounding how they work (including some that many advisors don’t realize exist). We further discuss how they are essentially a “risk-off” solution that fundamentally differs from an investment, “risk on” product. We conclude with a review of how the different annuity types fit within the RISA® framework for how someone wants to source retirement income. Listen now to learn more! 

Links 

Click here to watch this episode on YouTube: https://youtu.be/Xp1Pp333Oxw?si=A-hRKsPoiui8SaTL

If you’re an advisor that would like to attend the next Retirement Income Masterclass, join our waitlist by visiting risaprofile.com/advisors.

If you are wondering if an annuity is right for you, contact the team at McLean Asset Management by visiting McLeanAM.com

This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips