Скачать или смотреть Ep. 1 | Why Now is the Time to Consider Adding Annuities to Your Tool Belt

Are annuities still worth recommending in 2025? Absolutely.

In the debut episode of Unfiltered & Unstoppable, Rob Romesburg sits down with Brian Lucius, Chief Distribution Officer at Gradient Financial Group, to uncover why annuities are more relevant than ever. Whether you’re a seasoned financial advisor or just looking to sharpen your practice, this episode delivers real talk on how annuities can create stable income, manage client emotions, and strengthen portfolios in a volatile market.

You’ll learn how today’s high interest rates are creating a once-in-a-decade opportunity, why income planning trumps performance hype, and how annuities can protect your clients from their biggest threat: themselves.

If you want to build a bulletproof retirement strategy and offer solutions that resonate with real retirees, this is your episode.


#FinancialAdvisorTips #IndexedAnnuities #RetirementIncomePlanning #AnnuityStrategies #FinancialPodcast

CHAPTERS:
00:00 – Welcome + Why Annuities Matter Today
03:50 – Understanding the Retiree Mindset & Income Needs
08:00 – Managing Emotions Through Annuity Planning
12:00 – Taking Advantage of Today’s Interest Rate Environment
17:30 – Overcoming Objections & Educating Clients
22:00 – Innovations in Indexed Annuities
28:00 – Integrating Annuities into Holistic Financial Plans
32:00 – Final Thoughts: Advisors Who Win Today


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