• Reviewing 5 Annuities & Ideas to give HIGHER tax-free benefits

  • Sep 17 2024
  • Length: 28 mins
  • Podcast

Reviewing 5 Annuities & Ideas to give HIGHER tax-free benefits

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  • Summary

  • Annuities are great Retirement Tools like many others.
    However, they need to be reviewed from Year to Year.
    We review a Client who has a "hatful of annuities" from 20 years ago that hasn't been reviewed by their former Advisor/Agent.
    We review on the whiteboard an interesting option to create more WEALTH given these same annuities.
    Learn more with Mark Rogers; you are welcome 20 Minutes on the phone: www.MarksCalendar.com to review your options

    #SafeMoneyMatters

    Saving Money is tough.
    Keeping Money SAFE from Fees, Expenses, Surprises and Market Losses is TOUGHER!
    And making Money GROW guaranteed has little secrets to learn.
    #SafeMoneyMatters
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