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Write annuities off at your own risk ⚠️ – Podcast

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July 15, 2021
9:00 am - 9:30 am
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Podcast Series: Part 5 of 5
Before you write annuities off as complicated and expensive, consider their potential role in a broader wealth management approach.
You may be surprised to discover that annuities can deliver superior investment returns with low fees and risk.
In my 5-part video series, I’m sharing my insights on how annuities work and how they can be used to bolster your overall wealth management strategy.
Annuities can be a great tool to ensure that you have a steady stream of income from the cash in your portfolio when you retire. But, not all annuities are the same. So, it's vital that you do some research and figure out which annuity is the right one for you.
To view this Podcast episode, please visit: https://www.youtube.com/watch?v=clLpEe07zvU&feature=youtu.be
See why annuities are not what you think they are. Keep watching as the entire five-part series is now available on our YouTube Channel.

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

Please visit our YouTube channel to see the entire 5 part series.
See why annuities are not what you think they are. Keep watching as the entire five-part series is now available on our YouTube Channel.
Part 5 of 5: https://www.youtube.com/watch?v=clLpEe07zvU&feature=youtu.be

07/15/2021
Coastal Financial Planning Group
78 Ashley Point Dr, Suite 201
Charleston, South Carolina 29407
Map Location
Rick Durkee
(843) 735-5065