missy@financialexpertsnetwork.com2 weeks 3 days ago
A few comments from listeners when they were asked what the learned from the webinar:
I have many of Dr Pfau’s Webinar before. However, Alex’s Presentation was superb. So, would to see this Combo presenting other Topics also - Ray D.
Better ways to discuss longevity (not something for clients to fear/dread, but "opportunity to fund") and tools/methods to approach depending on the risk tolerance of the client and their goals. - Nancy C.
An increased understanding of the factors to consider in using annuities to fund retirement income - Mark Z.
Details about product features - the ability to take non-penalized withdrawals of gains even during the surrender period. - Julie Z.
First time I've heard of a roll-up on the withdrawal rate! - Matt A.
How Variable annuities can be used for growth and guaranteed income - Judy L.
I'm here to help! Whether you have questions about our membership plans, CE options, or need guidance on the right program, reach out below — a member of our team (often me) will get right back to you.
Tom Dickson
TALK TO A SPECIALIST
Have a Question? We're Here to Help.
Get expert answers about our membership options, CE programs, webinars, pricing, and more. Call now or request a call back — we're happy to help.
I have many of Dr Pfau’s Webinar before. However, Alex’s Presentation was superb. So, would to see this Combo presenting other Topics also
- Ray D.
Better ways to discuss longevity (not something for clients to fear/dread, but "opportunity to fund") and tools/methods to approach depending on the risk tolerance of the client and their goals.
- Nancy C.
An increased understanding of the factors to consider in using annuities to fund retirement income
- Mark Z.
Details about product features - the ability to take non-penalized withdrawals of gains even during the surrender period.
- Julie Z.
First time I've heard of a roll-up on the withdrawal rate!
- Matt A.
How Variable annuities can be used for growth and guaranteed income
- Judy L.