The Well Rounded Retirement

The Well Rounded Retirement


Episode 7 – Using Annuities as Financial Tools

September 22, 2020

An annuity is a payment agreement between an individual and an insurance company, which agrees to make a lump-sum payment, or a series of payments, to receive disbursements. In this episode, Jim Donewald and John Glowacz bust several annuity myths while revealing strategies you can use to maximize and organize your annuity wealth. In this … Continue reading Episode 7 – Using Annuities as Financial Tools →