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Taking Action: Proactive Steps for Financial Success
Manage episode 425580466 series 3561765
Innhold levert av Impact Partnership and Steve Anzuoni. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Steve Anzuoni eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
The conversation discusses the opportunity to capitalize on high interest rates before and during retirement. Then, the importance of refinancing retirement plans to take advantage of higher rates. Steve shares examples of how individuals can benefit from refinancing annuities and highlights the need for proactive action. The conversation also addresses the eligibility and benefits of lifetime income annuities and accumulation products.
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