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The Advisor Development Show is a digital mastermind network for the best financial professionals across the country. Join your host, Karl Hoover, as he interviews the brightest minds across the financial landscape every episode.

Karl has been with Financial Independence Group for more than 20 years and is a senior vice president who enjoys leading advisors through the the worlds of marketing, practice management, product R&D and the various challenges financial professionals face trying to grow and maintain their practices.

This show is all about sharing ideas and experiences to help you overcome obstacles and become a better financial professional.

Contact: https://www.teamhoover.figmarketing.com

800-527-1155 or teamhoover@figmarketing.com

Apr 6, 2023

Today we turn our attention back on financial planning and a product that many investors are curious about during a down market: fixed indexed annuities. To help us understand this investment better, we’ve invited Wesley Tanner, Vice President of Annuity for both Financial Independence Group and Team Hoover.

 

Here’s some of what you’ll learn from this episode:

  • How much has this landscape changed from 20 years ago? (5:28)
  • How illustrated returns are presented and handled with professional clients. (14:00)
  • How to de-risk a portfolio through annuities.   (16:55)
  • What are Wesley’s thoughts on pay for performance?   (21:55)
  • What Wes is looking for when he’s sorting through all the new investment options to make sure clients are getting the best?  (22:47)
  • What does he expect rates to do in the near future? (27:43)

 

If you have annuity questions for Wesley, you can email him here: wesley.tanner@figmarketing.com

ABOUT OUR GUEST: https://www.figmarketing.com/#!/ProductRD/Karl-Hoover 

CONTACT US: https://advisordevelopmentshow.com/