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In this episode, Christian answers the following questions:
- How complex is the process of buying an annuity?
- What do potential customers need to do before starting the buying process?
- How important is it to work with an insurance professional or financial advisor?
- What information will people need when going through the process of buying an annuity?
- What happens after you have picked your annuity or product?
Christian Simmons is a Certified Educator in Personal Finance and financial writer who has been with annuity.org since 2021. His areas of expertise include retirement income planning and Medicare.
To learn more, visit:
https://www.linkedin.com/in/margueritacheng
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Cheng
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian, and opinions stated are their own. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. FOREST HILLS FINANCIAL GROUP is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 0L64608, 2023-159059. Exp 08/2025
