Ep. 1 | Why Now is the Time to Consider Adding Annuities to Your Tool Belt скачать в хорошем качестве

Ep. 1 | Why Now is the Time to Consider Adding Annuities to Your Tool Belt

Are annuities still worth recommending in 2025? Absolutely. In the debut episode of Unfiltered & Unstoppable, Rob Romesburg sits down with Brian Lucius, Chief Distribution Officer at Gradient Financial Group, to uncover why annuities are more relevant than ever. Whether you’re a seasoned financial advisor or just looking to sharpen your practice, this episode delivers real talk on how annuities can create stable income, manage client emotions, and strengthen portfolios in a volatile market. You’ll learn how today’s high interest rates are creating a once-in-a-decade opportunity, why income planning trumps performance hype, and how annuities can protect your clients from their biggest threat: themselves. If you want to build a bulletproof retirement strategy and offer solutions that resonate with real retirees, this is your episode. #FinancialAdvisorTips #IndexedAnnuities #RetirementIncomePlanning #AnnuityStrategies #FinancialPodcast CHAPTERS: 00:00 – Welcome + Why Annuities Matter Today 03:50 – Understanding the Retiree Mindset & Income Needs 08:00 – Managing Emotions Through Annuity Planning 12:00 – Taking Advantage of Today’s Interest Rate Environment 17:30 – Overcoming Objections & Educating Clients 22:00 – Innovations in Indexed Annuities 28:00 – Integrating Annuities into Holistic Financial Plans 32:00 – Final Thoughts: Advisors Who Win Today 👉 More ways to listen to Unfiltered & Unstoppable Spotify: https://open.spotify.com/show/0TRJo5S... Apple: https://podcasts.apple.com/us/podcast... Amazon: https://music.amazon.com/podcasts/dfe... Connect with the ACE Team! https://www.evolvewithgradient.com/te... ace@gradientib.com (785) 861-1636