Annuities are not just for people who need them.  Lots of people want the security that only annuities can provide.  A recent case came across my desk as a referral from a past client.  Two couples enjoyed living in the same retirement community and only one had been working with me for the past five years.  The couple I didn’t know was interested in learning more about why the couple I did know had little concern for their own long term financial security.  I have worked with Brian, who spells his name the wrong way, since 2018.  He was an early adopter of the Flex Strategy and it kept him flexible enough to stay on top of market changes to this point in his retirement.

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