If you’re a standup comedian, you know how important timing is. But when it comes to finances, you don’t need experience making a room full of people laugh to fully understand the crucial role timing plays in making financial decisions.
If you’ve ever bought anything else that requires financial planning, such as a car, home, or even a boat, then you’ve likely considered the timing of that purchase as a factor in that decision. If so, then you understand that the underlying interest rate environment is the basis for pricing products at a given time and, therefore, a key factor of the best window of opportunity for major purchases.
In this episode of Money Script Monday, Brian demonstrates the impact that interest rate environments can have on the outcome of an annuity purchase to offer more guidance around economic conditions to consider when adding an annuity to your financial plan.
Resources Provided for This Episode
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Advisory Services offered through LifePro Asset Management, LLC. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.