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Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]
In this episode, Matthew Jarvis hosts Brian Smith and Will Wade from Foundational Income Associates to discuss the complexities and importance of annuities in financial advising. They explore the different groups of advisors regarding their approach to annuities, introduce a five-step process for selecting and managing annuities, and emphasize the importance of streamlined licensing and paperwork. The conversation also highlights the ongoing support provided to advisors and the common challenges they face in the annuity process.
Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]
Resources in today's episode:
- Matt Jarvis: LinkedIn | Website - Brian Smith - LinkedIn | Website - William Wade - LinkedIn | Website - theperfectria.com/fia
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By Matthew Jarvis, CFP® & Micah Shilanski, CFP®
4.8
452452 ratings
In this episode, Matthew Jarvis hosts Brian Smith and Will Wade from Foundational Income Associates to discuss the complexities and importance of annuities in financial advising. They explore the different groups of advisors regarding their approach to annuities, introduce a five-step process for selecting and managing annuities, and emphasize the importance of streamlined licensing and paperwork. The conversation also highlights the ongoing support provided to advisors and the common challenges they face in the annuity process.
Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]
Resources in today's episode:
- Matt Jarvis: LinkedIn | Website - Brian Smith - LinkedIn | Website - William Wade - LinkedIn | Website - theperfectria.com/fia
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