️ Welcome to the Annuity Straight Talk Podcast! Episode 97 ️

In this episode, your host Bryan Anderson discusses a recent review he received, explaining why he's addressing it publicly. Broadcasting from a hotel room during vacation, Brian shares the bad review and responds to the criticism. While not perfect, Brian believes in being honest and upfront with his audience.

The review came from a client named Dolores, whom Brian sold an annuity to a few years ago. He recalls the extensive efforts he made to assist Dolores in her retirement planning, addressing her concerns about annuities, Social Security, Medicare, and more. Despite his advice, Dolores decided to chase the highest rates, which led to some challenges with her indexed annuity investment.

Brian emphasizes his dedication to recommending secure and stable companies, even if it means sacrificing a bit of yield. He reflects on the misunderstandings between him and Dolores, including issues with communication. While Brian believes that most of the negative comments came from external influences, he apologizes for not understanding Dolores better.

Despite the criticism, Brian commits to continuing to help Dolores and other clients to the best of his abilities. He encourages everyone to share their stories and impressions in the comments. Whether positive or negative, Brian is open to feedback and eager to improve.

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Disclaimer: The information provided in this podcast is for educational purposes only and should not be considered as financial advice. Consult with a qualified financial advisor before making any investment decisions.