Jun 16, 2022
If you’ve ever wanted to know more about fixed index annuities, today’s show is for you. We have a special guest who explains what they are, why they can help you, and how they offer stability and reliability.
TIMESTAMPS:
0:28 – Meet Rebecca
1:05 – Allianz
2:50 – Innovation
6:42 – Index thought...
Jun 2, 2022
Clients often come to us with tax questions, so we decided to hire a tax advisor last year that is available to our clients year-round. Today he’s sharing his top tax tips with you.
TIMESTAMPS:
0:32 – Meet Chris Pepper
3:13 – Tax preparation process
5:19 – Chris’ work history
7:08 – Tax returns
7:57 –...