Do you hate annuities? In this episode of Wine and Dime, I chat with Robert Barnes, and he’s here to share the facts about annuities! Robert is the President of Integrated Insurance Consulting. They partner with advisors to help them serve their client protection needs, and offer support with basic insurance, business, and estate planning. Roberts years of experience led to a great conversations with lots of stories that gives him great insight. This was a great conversation that gets you thinking about retirement and as the title says, tackles some myths about annuities. And even though Robert doesn’t consider himself much of a wine drinker, he shared an Almond sparkling wine that sounds great! So pop open a bottle of your favorite beverage and enjoy the episode!
Robert M. Barnes, CLU, ChFC, CWPP™
Integrated Insurance Consulting, LLC (https://intinsconsulting.com/)
Phone: 708.307.2577
Email: [email protected] (mailto:rob@i%6Eti%6E%73con%73ult%69ng.co%6D)
With more than 25 years of experience in the insurance and financial services industry, Rob specializes in the use of life insurance for business and estate planning needs. As Founder and President of Integrated Insurance Consulting LLC, Rob partners with advisors to help them serve their client protection needs. Rob also serves as a Regional Vice President for One Resource Group.
Rob is a member and former board member and membership chair for The Greater Chicago Chapter of the Society of Financial Service Professionals. Additionally, Rob is a member of the South Cook County Estate Planning Council, and actively participates in an interdisciplinary study group involving professional advisors from the legal, accounting, investing and insurance fields. Rob regularly attends advanced planning seminars in his field, he is a CFP continuing education provider, and as a proficient public speaker, hosts educational events for advisors, as well as their clients, on a variety of insurance...