Meet Dan & Sheryl…
Both are working and trying to save for retirement. A financial professional they met with recommended something very common – an annuity. While the investment vehicle seemed appropriate because of it’s safety and tax deferral, the professional didn’t take the time (or the next step) to see how long their retirement funds would last. This is where we stepped into the picture.
Watch the video and see what happened after we met with them!
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