Annuities: More than a late night infomercial – Podcast

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Let’s face it, annuities have a bad reputation! Many think they are overpriced, complicated and poor performers.
Before you turn your nose up at them, take a moment to learn about annuities. You may discover one that could be a great option for you.
In my 5-part video podcast series, I’m sharing my insights on annuities and how they can be used as part of an overall wealth management strategy in retirement.
You'll find that not all annuities are the same. Annuities can be a great financial tool to help ensure that you have a steady stream of income from your portfolio when you retire. But, they aren’t for everyone.
This is part 4 of this 5 part series, but you can see the entire series on our YouTube channel. https://www.youtube.com/watch?v=LmoJkan8D5Y
As always, I am simply a phone call away, 843-735-5065, should you need to discuss your retirement planning needs. We can have this meeting at our office, over the phone, or online, whichever works best for you.
Best Regards,
Rick Durkee
President & Founder
Coastal Financial Planning Group
Phone: (843) 735-5065
www.cfpgroup.biz
Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.

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Please visit https://www.youtube.com/watch?v=LmoJkan8D5Y to view this On-Demand Podcast.

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