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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