Winning at Life with Gregory Ricks

The Daily Wrap: 11.13.18


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02:19 - Graham in New Orleans asks Gregory about how to best use life insurance as an investment vehicle.

12:59 - Gregory shares some quick thoughts on the California wildfires.

17:38 - Should you ditch your variable annuity? A client asks Gregory how he could best utilize an old variable annuity with a decent income rider and low cash value.

27:57 - What's good is a prospectus? Almost nobody reads these things. Gregory explains how he used a prospectus to help a client understand his variable annuity.

35:47 - Steve in Houma asks Gregory how long of a surrender period he should consider when getting a fixed annuity.

42:37 - Where is this market heading. Gregory explains how this market is behaving in ways that are unprecedented, as the world's central banks are unwinding a decade of unprecedented financial experiments.

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Winning at Life with Gregory RicksBy Winning at Life with Gregory Ricks