S4 E6: Fixed Indexed Annuities and Creating Guaranteed Income in Difficult Markets with Wes Tanner

Advisor Development Show with Karl Hoover

English - April 06, 2023 09:02 - 30 minutes - 28.7 MB - ★★★★★ - 4 ratings
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Previous Episode: S4 E5: How the Simple Act of Appreciation Can Change Your Life & Business with Mr. Thank You

Next Episode: S4 E7: Make More Money & Do More Good with Derrick Kinney

Today we turn our attention back on financial planning and a product that many investors are curious about during a down market: fixed indexed annuities. To help us understand this investment better, we’ve invited Wesley Tanner, Vice President of Annuity for both Financial Independence Group and Team Hoover.

Here’s some of what you’ll learn from this episode:

How much has this landscape changed from 20 years ago? (5:28) How illustrated returns are presented and handled with professional clients. (14:00) How to de-risk a portfolio through annuities. (16:55) What are Wesley’s thoughts on pay for performance? (21:55) What Wes is looking for when he’s sorting through all the new investment options to make sure clients are getting the best? (22:47) What does he expect rates to do in the near future? (27:43)

If you have annuity questions for Wesley, you can email him here: [email protected]

ABOUT OUR GUEST: https://www.figmarketing.com/#!/ProductRD/Karl-Hoover