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A Deep Dive into Annuities
Manage episode 469611087 series 3561340
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Raj Shah and Rick Borek explain the importance of understanding annuities, their benefits, and the necessity of regular reviews to ensure optimal financial outcomes. They emphasize the need for clients to be aware of their financial products and the potential for better options in the current market.
For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com
Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.
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