PartnersFinancial Podcast

Episode 44: Leveraging Higher Interest Rates with Annuities


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Sohil Patel, RVP with Nationwide, has join the podcast to talk about the asset class that’s preforming well in a higher interest rate environment:
• Comparing SPIAs and Premium Deposit Funds and discussing which to choose
• Changing deferred annuities into SPIAs to enhance estate planning
• Letting the business owner use existing assets to attract and retain new employees
...more
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