That Annuity Show
What’s changed in our business? What hasn’t? Today, we have a great conversation with industry veteran Scott Stolz, Managing Director of iCapital.
Links mentioned in the show:
https://www.linkedin.com/in/scott-stolz-cfp-ricp-64a0102/
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Episode Transcript
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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