Identify if You're being Targeted for an Annuity
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Identify if You're being Targeted for an Annuity
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About this listen
In this episode of the Live Rich podcast, host Roxanne Theodoropoulos discusses the complexities of annuities, particularly during the fall season when retirees are targeted by aggressive marketing tactics. She emphasizes the importance of understanding the sales tactics used by some financial advisors and the potential pitfalls of committing to annuities without proper guidance. The conversation highlights the need for retirees to be informed and cautious when making financial decisions, advocating for a fiduciary approach to financial planning.
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