Challenge the Standard in Financial Advice

S1E19 Annuities


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Back to a technical topic, this week the boys discuss Annuities, looking at 

  • How they work
  • Where adviser reluctance may come from
  • How to identify clients that Lifetime annuities may be appropriate for 
  • What to watch out for
  • And of course a bit of off topic banter. 

 

Remember, this is just a podcast and is not to be taken as financial advice.

 

As always, Nathan can be reached via [email protected], and Jordan via [email protected]

They're also both very fond of responding to comments, criticisms and diatribes on LinkedIn. 

...more
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Challenge the Standard in Financial AdviceBy Nathan Fradley and Jordan Vaka


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