Far More Than Just Annuities

I often joke about being ‘The Annuity King®’ due to my personal production and understanding of these products. I’ve been one of the highest individual producers of these products since they hit the financial scene in the 1990s and early 2000s. While I’m very happy with how much protection and guaranteed income we’ve been able to provide our clients, we’re far from ‘Just Annuities’.

With low fees and personal service, our Charles Schwab brokerage platform has provided Savers the opportunity to invest some of their money in one of my personally selected portfolio options. Check out this video to learn more:

 

Source: WorryFree Retirement

Far More Than Just Annuities

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