O TYM ODCINKU
The episode examines how advisors can evaluate existing annuity contracts in light of changing interest rates, shifting client goals, and retirement risks. By introducing the concept of “refinancing retirement,” the conversation highlights how a structured review process may help advisors determine whether current income strategies continue to align with client needs.
This discussion is educational in nature and focused on advisor process, positioning, and risk awareness—not product recommendations.
This podcast is for financial professional use only.
Material is for informational purposes and does not constitute tax, legal, or investment advice.
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WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki From Accumulation to Activation.
INNE ODCINKI W TYM PODCASCIE
Higher interest rates have unlocked the powerful strategy of annuity arbitrage — leveraging today’s rate environment to boost guaranteed income, reduce insurance costs, and create tax-efficient legacies. Learn how clients can “refinance” annuities, turn qualified assets into a personalized Roth-lik…
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As record numbers of Americans turn 65 in 2026, healthcare and retirement income planning become critical focus areas for financial advisors. In this episode of Accumulation to Activation, Mike McGlothlin and Tim Ash take a deep dive into healthcare planning in retirement and how advisors can help …
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In this episode of Accumulation to Activation, Mike McGlothlin and Tim Ash discuss key retirement planning considerations for middle America, including Social Security coordination, retirement income concepts, healthcare planning, and longevity risk. The conversation highlights how advisors can del…
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