– Fifth in the ED Series –
When it comes to financial advisors’ and retirement specialists’ overall feelings about annuities, there will undoubtedly be differences of opinion.
Just as many FAs dislike and refuse to recommend annuities for their clients, equally as many retirement specialists suggest annuities as a fail-safe way to protect and set aside some, if not most, of an investor’s assets specifically for retirement.
When it comes to financial advisors’ and retirement specialists’ overall feelings about annuities, there will undoubtedly be differences of opinion. Just as many FAs dislike and refuse to recommend annuities for their clients, equally as many retirement specialists suggest annuities as a fail-safe way to protect and set aside some, if not most, of an investor’s assets specifically for retirement.
During this week’s show, the latest installment of the Annuities Ed Series, David and his special guest and mentor Tony Walker speak openly and honestly about the good, the bad, and the ugly truths—and more importantly non-truths—out about what types of investors and advisors annuities truly serve.
Also, throughout the hour, David and Tony discuss and remind DL Show listeners that annuities are designed, and truly best suited, for savers planning and preparing for their second half of life.
If you are interested in a WorryFree Retirement® and hearing more about what you need to know about purchasing an annuity or what you need to know about an annuity you currently own, listen to the entire show today!
Tune in to the David Lukas Show each Saturday at 2:00pm. The David Lukas Show is the only radio program in Little Rock dedicated to Helping Savers Worry Less About Money®.
We, at David Lukas Financial, believe that when it comes to the fees you’re paying on your investments and/or annuities transparency is key! Surveys indicate that a vast majority of investors have no idea just how much they’re actually paying. Do you?
Because we believe that knowledge is money saved, we suggest that you request a copy of our Fee Disclosure Kit—which includes our Investment Fee Disclosure Sheet, our Annuity Fee Sheet and other helpful resources on the subject of fees.
Once you have the kit, all you need to do is provide it to your current financial adviser/insurance agent or other point of contact and have them complete the forms for you. It’s that simple! Fill out a short form and we’ll mail your Fee Disclosure Kit today! Or call David Lukas Financial, at 501-218-8880, and speak with David personally.
Many of the decisions we make with money are dependent on our specific financial personality. Not sure what your financial personality is? Visit 3personalities.com and find out today!