S4 E6: Fixed Indexed Annuities and Creating Guaranteed Income in Difficult Markets with Wes Tanner

<p class="MsoNormal"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: #0e101a;"> Today we turn our attention back on financial planning and a product that many investors are curious about during a down market: fixed indexed annuities. To help us understand this investment better, we’ve invited Wesley Tanner, Vice President of Annuity for both Financial Independence Group and Team Hoover.</span></p> <p class="MsoNormal"> </p> <p class="MsoNormal"><strong><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: #0e101a;"> Here’s some of what you’ll learn from this episode:</span></strong></p> <ul> <li class="MsoNormal"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: #0e101a;"> How much has this landscape changed from 20 years ago? <strong><em>(5:28)</em></strong></span></li> <li class="MsoNormal"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: #0e101a;"> How illustrated returns are presented and handled with professional clients. <strong><em>(14:00)</em></strong></span></li> <li class="MsoNormal"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: #0e101a;"> How to de-risk a portfolio through annuities. <span style= "mso-spacerun: yes;"> </span><span style= "mso-spacerun: yes;"> </span><strong><em>(16:55)</em></strong></span></li> <li class="MsoNormal"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: #0e101a;"> What are Wesley’s thoughts on pay for performance? <span style= "mso-spacerun: yes;"> </span><span style= "mso-spacerun: yes;"> </span><strong><em>(21:55)</em></strong></span></li> <li class="MsoNormal"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color