The Annuity Checkup: Is It Time for An Upgrade?

As interest rates and financial landscapes change, your annuity might need an upgrade. Mark Falter explains the different types of annuities, how they work and why the current interest rate environment could mean it’s time to revisit your existing annuity. Learn how to identify outdated products, explore options for better returns and understand the impact of market value adjustments. Whether you’re considering an annuity or want to review your current one, this episode provides the insights you need to make informed decisions.

Listen to this episode here: Past Episodes

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