• The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]

  • Jul 15 2024
  • Duración: 27 m
  • Podcast

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The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]

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  • Matthew Jarvis is joined by guest Tracy Lownsberry, from Up North Retirement and Annuity Giants to explore the critical role of annuities in wealth management. Tracy emphasizes the need for financial advisors to deeply understand annuity products, including their guarantees, contractual obligations, and performance-driven elements.

    Throughout the discussion, Tracy highlights critical strategies for advisors: setting realistic client expectations when incorporating annuities into wealth plans, carefully selecting reputable carriers to ensure long-term financial security, and considering partnerships with insurance specialists to provide comprehensive solutions. Tracy encourages financial advisors to broaden their perspective on annuities, positioning them as valuable tools in holistic wealth planning. He stresses the importance of continuous learning about these products to build trust with clients and enhance overall wealth management strategies.

    The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]

    Resources in today's episode:

    - Matt Jarvis: Website | LinkedIn
    - Tracy Lownsberry: Website | LinkedIn
    - Mindset by Dr. Carol Dweck
    - Positive Words, Powerful Results by Hal Urban
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