Insurance Is Not Just Insurance–Families Should Treat Insurance & Annuity as Part of Wealth System

Episode One: Why Insurance and Annuities Are Often Positioned Incorrectly Insurance and annuities treated as “must-have” items in financial planning. But Insurance is not simply a product, and annuities are not primarily return-seeking investments. In a well-designed wealth plan, they function as structural planning tools, used selectively to address specific risks that investments alone may not manage effectively. #financialadvisor #wealthmanagement #insurance #annuities #financialplanning