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July 26, 2023 7 mins

On today’s Unshakeable Retirement, Doug and Dale discuss:

  • Share with our listeners some of the vehicles you use in the magical Middle World that we discussed in the previous chapter with the thing called annuities. 
  • Can you share with us the different kinds of annuities that are out there, and why isn't it our grandfather's annuity any longer?
  • Is there a good, better, best when recommending to your clients based upon certain circumstances? Is it from a good, better, best perspective? Does it depend on the situation of this specific client? Or does the specific client no matter who it is, the fixed index annuity is though is the direction that you would go?
  • What are your exit cards?


Contact Dale

Website: https://myinvestingcoach.com/

Email: dale@tondrykfinancial.com

Phone: 952-401-1671


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