Thursday Dec 08, 2022

Scenarios for Using Annuities and Life Insurance

We love to talk on our show about different scenarios and questions we hear from clients in our office, and the topic of annuities and life insurance has come up quite a bit in recent weeks. You won’t find a lack of opinion on either of these two products and they both can get a little complicated.


On today’s show, here’s some of what you’ll learn:

  • What should you do with an older annuity? (4:36)
  • How should you handle an enhanced death benefit option? (8:56)
  • How should you handle life insurance when your spouse is much older or younger? (12:13)


If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.


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