Mark Falter returns to “The Retirement Income Hour” to discuss the importance of upgrading financial tools like annuities, CDs and money markets to take advantage of changing interest rates. Learn about the context behind these upgrades, the types of products affected, and how they can impact your retirement income. This engaging episode also details the operations of equity and fixed indexed annuities and explores their potential role in creating predictable lifetime income. Mark emphasizes key considerations like surrender charges and individual circumstances to help you make more informed decisions.
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