Episode 55 – Case Studies: Annuities as Helpful Multi-Generational Planning Tools – Part 2 – With Michael R. Harris, CFP®, ChFC

The Truth About Wealth

English - April 28, 2021 11:00 - 35 minutes - 49.3 MB - ★★★★★ - 14 ratings
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Previous Episode: Episode 54 – Annuities as a Helpful Income Planning Tool – With Michael R. Harris, CFP®, ChFC

Next Episode: Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To

Annuities can be hugely beneficial for multi-generational planning, but how do you really go about doing that? What are the technical components of including annuities in your plan? In part two of this two-part series, Mike Harris, senior education advisor at the Alliance for Lifetime Income, once again sits down with John and Michael Parise …