That Annuity Show

169 - Should Interest Rate Changes Rewrite Retirement Product Recommendations with Dave Blanchett and Michael Finke


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For those of us in the business, it feels like interest rates have been rising every two weeks. Fixed rates and guaranteed income have gone up. However, other competing fixed income options have risen as well. How does this new environment reshape how we evaluate recommendations for our clients? We explore this topic and more with Michael Finke, Professor at The American College and David Blanchett, Head of Retirement Research at PGIM. Links mentioned: https://www.linkedin.com/in/david-blanchett-b0b0aa2/ https://www.linkedin.com/in/michael-finke-8134808/ https://podcasts.apple.com/us/podcast/wealth-managed-with-michael-finke-and-david-blanchett/id1533084522
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That Annuity ShowBy Nassau Financial Group

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