Charles Samuel

Episode 68: Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel

No comments

How do retirees juggle between the many unknowns they face, such as longevity and health concerns? Bruno Caron, a Senior Financial Analyst at AM Best offers a great framework for solving the problem in his recently released book, Lifetime Income to Retire with Strength. The book is available on Amazon here.

 Watch

 Listen

Receive Updates



Show Sponsors

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.

Nicholas BreniaEpisode 68: Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel
read more