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Today, we close out our talk about annuities with Part Two. We specifically cover variable annuities and long-term care annuities.
We then finish up with 3 commonly asked questions where we cover the taxation of annuities, whether or not they are FDIC insured, and how commissions play a role with annuities.
Reach out via email below if you would like a review of any annuities you currently own, or if you would like a complimentary RETIREMENT RISKS ANALYSIS, which is a one-page assessment of all 14 retirement risks, personalized to your situation.
Resources mentioned on today's show:
6 Long-Term Care Strategies (podcast)
Let's Get Clear About FEES (podcast)Tax Harvesting (podcast)
Tax Harvesting (newsletter article)
What is a Fiduciary?
About Me
Podcast Page (Schedule an Intro Call here)
For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch
You can also find Loren at [email protected]
Additional Resources Discussed on the Show
Healthy, Wealthy, & Wise YouTube
By Loren Sherman5
1111 ratings
Today, we close out our talk about annuities with Part Two. We specifically cover variable annuities and long-term care annuities.
We then finish up with 3 commonly asked questions where we cover the taxation of annuities, whether or not they are FDIC insured, and how commissions play a role with annuities.
Reach out via email below if you would like a review of any annuities you currently own, or if you would like a complimentary RETIREMENT RISKS ANALYSIS, which is a one-page assessment of all 14 retirement risks, personalized to your situation.
Resources mentioned on today's show:
6 Long-Term Care Strategies (podcast)
Let's Get Clear About FEES (podcast)Tax Harvesting (podcast)
Tax Harvesting (newsletter article)
What is a Fiduciary?
About Me
Podcast Page (Schedule an Intro Call here)
For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch
You can also find Loren at [email protected]
Additional Resources Discussed on the Show
Healthy, Wealthy, & Wise YouTube

3,217 Listeners

454 Listeners