Application/Allocation.  You Have to Get This Right! episode artwork

EPISODE · Nov 9, 2024 · 11 MIN

Application/Allocation. You Have to Get This Right!

from The Retirement Compass · host Jeff Gove & Tim Kulhanek

Tim Kulhanek discusses principal protection with the use of annuities IF it's the right asset in the right type of account.  Annuities are not just for the super wealthy, and they could fit your needs depending on your portfolio.  Every family is different.  Please share this with anyone who thinks annuity is a dirty word.   Stonebridge Insurance & Wealth Management  at 866-295-5146. See omnystudio.com/listener for privacy information.

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Application/Allocation. You Have to Get This Right!

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This episode is 11 minutes long.

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This episode was published on November 9, 2024.

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Tim Kulhanek discusses principal protection with the use of annuities IF it's the right asset in the right type of account.  Annuities are not just for the super wealthy, and they could fit your needs depending on your portfolio.  Every family is...

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