What if the “safe” part of your portfolio isn’t actually safe anymore? This episode breaks down why annuities are making a comeback as retirees face rising inflation, market volatility, and potential Social Security cuts. The conversation highlights how modern fixed index annuities differ from outdated versions, offering income protection without market or interest rate risk. Real client concerns—like protecting travel budgets and covering healthcare costs—bring the strategy to life. It’s a look at how retirement planning is adapting to today’s economic pressures and why guaranteed income is back in focus.
Connect with Dan & Phil at Servant Advisors Group

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