That Annuity Show
Jeff Levine, self-confessed “nerd of nerds” walks us across the retirement legislative battlefield that agents and advisor must cross today. Trust us when we say we’re confused at times, too.
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
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