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This episode is all about fate and coincidences. Last time, we witnessed Bryan go on an elk-hunting trip. Where he took time to unwind and relax amidst all that was happening in the crazy market. But little did he know that he was about to stumble upon one coincidental client.
In this episode, let’s hear how Bryan made friends and helped this client win his retirement plan by convincing him to buy annuities by the end of the trip. Make sure to turn your speakers up because this is not just a story; there’s a valuable lesson that you can get from it too.
What You’ll Learn From This Episode:
[4:00] Bryan tells us an anecdote of his “biggest coincidences.”
[9:11] 90% of the information in an annuity contract is similar for all contracts
[10:30] The 24 Hour trip with an annuity specialist
[14:01] Will there be anything wrong with putting your money into annuities?
[16:18] Someone with a 3% spending goal is considered to be ideally capitalized for retirement
[19:02] It’s incredible what you can do for a 5% fixed annuity
Key Quotes:
[6:11] “The more educated you are, the easier it is for me to explain different topics.”
[18:30] “My measure of wealth is based on what you need in a relationship on what you have.”
Resources:
Annuity Newsletter
Call Annuity Straight Talk at 800-438-5121 or schedule a call at AnnuityStraightTalk.com
3.8
1010 ratings
This episode is all about fate and coincidences. Last time, we witnessed Bryan go on an elk-hunting trip. Where he took time to unwind and relax amidst all that was happening in the crazy market. But little did he know that he was about to stumble upon one coincidental client.
In this episode, let’s hear how Bryan made friends and helped this client win his retirement plan by convincing him to buy annuities by the end of the trip. Make sure to turn your speakers up because this is not just a story; there’s a valuable lesson that you can get from it too.
What You’ll Learn From This Episode:
[4:00] Bryan tells us an anecdote of his “biggest coincidences.”
[9:11] 90% of the information in an annuity contract is similar for all contracts
[10:30] The 24 Hour trip with an annuity specialist
[14:01] Will there be anything wrong with putting your money into annuities?
[16:18] Someone with a 3% spending goal is considered to be ideally capitalized for retirement
[19:02] It’s incredible what you can do for a 5% fixed annuity
Key Quotes:
[6:11] “The more educated you are, the easier it is for me to explain different topics.”
[18:30] “My measure of wealth is based on what you need in a relationship on what you have.”
Resources:
Annuity Newsletter
Call Annuity Straight Talk at 800-438-5121 or schedule a call at AnnuityStraightTalk.com
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