In this episode of Accumulation to Activation, Mike and Tim analyze the Fisher Investments “Annuity Insights” report and discuss the importance of contract understanding, product evolution, and professional guidance in retirement income planning. The conversation covers annuity types, longevity risk, mortality credits, and the role of technology in optimizing portfolios.

This content is provided for educational purposes and is intended for financial professionals.

Not intended to provide tax, legal, or investment advice