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CFP® Explains: My FAVORITE Fixed Annuity

32.3K views· 734 likes· 2:58· Feb 25, 2024

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***RATES USED WERE FROM DECEMBER 2023- CHECK CURRENT RATES*** Are you curious about fixed annuities now that you're approaching retirement? Then this is the video for you. Join Julia Lembcke, CFP as she uncovers the pros and cons of her favorite fixed income annuity. Also learn abut the top-rated carrier options and how they can provide a secure income stream during retirement. Watch now and take control of your financial future with expert advice! 00:00:00 Introduction to Multi-Year Guarantee Annuities for Retirement Planning 00:00:20 Expertise in Annuities: A Decade of Experience Managing Retirement Funds 00:00:47 Benefits of Multi Year Guarantee Annuities 00:01:05 Understanding Multi Year Guarantee Annuities 00:01:33 Guaranteed Growth and Interest Rates 00:02:13 Benefits of Multi Year Guarantee Annuities in Retirement 00:02:40 Financial Portfolio Structuring in Retirement Join our Email List: https://mailchi.mp/ursadvisory/stay-connected Schedule a 20-minute Conversation: https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial decisions. #RetirementPlanning #Annuities #FinancialStability

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