<p>What are you doing to help your clients secure their long-term retirement happiness? Do they have lifetime income? Dave Alison and Kalem Mackey of C2P and Walter Young of the 5th Option, discuss <strong>four new and important ways to rethink annuities</strong> as a critical piece of a holistic retirement plan.</p>

What are you doing to help your clients secure their long-term retirement happiness? Do they have lifetime income? Dave Alison and Kalem Mackey of C2P and Walter Young of the 5th Option, discuss four new and important ways to rethink annuities as a critical piece of a holistic retirement plan.

4 Ways to Rethink Annuities in Your Clients’ Retirement Plan

Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!

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4 Ways to Rethink Annuities in Your Clients’ Retirement Plan

4 Ways to Rethink Annuities in Your Clients’ Retirement Plan

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