As people live longer and face the possibility of outliving their retirement savings, annuities have become an increasingly popular option for people looking for a way to secure their financial future.

In this episode, DPL's Tim Rembowski talks with Shannon Stone, the Lead Wealth Advisor at Griffin Black. Shannon is the newest member of the Griffin Black advisory team. Having worked for wirehouse and municipal bonds firms, Shannon brings years of experience to her new position.

Shannon talks with Tim about the misconceptions around annuities and insurance, how she overcame them, and how she successfully implemented these investment strategies.

Key Takeaways

[00:54] - What Shannon thinks about annuities.

[02:40] - What made Shannon change her mind about annuities.

[08:40] - How Griffin Black learned that guaranteed income isn't just about performance.

[10:50] - What a conversation looks like between a client with and without an annuity.

[14:45] - Why annuities are a great addition to a portfolio.

[16:52] - How Shannon responds to clients' misconceptions about annuities.

Annuity Misconceptions- How a Fee-Only Advisor Overcame Them All 23:36 Share

Advisor Revelations

Shownotes Transcript

Annuity Misconceptions- How a Fee-Only Advisor Overcame Them All