Rick Mosley, President of Black Pearl Insurance Solutions, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management During the interview, Rick discusses how a fixed annuity can help accumulate tax-deferred earnings as part of an overall retirement plan. Annuities offer the opportunity for lifetime payments and tax-deferred earnings and provide a guaranteed death benefit, and that all guarantees are backed by the continued claims-paying ability of the issuing insurance company Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network. https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-about-using-an-annuity-for-growing-a-lump-sum-cash-distribution/…

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Brandon Galici, CFP® discusses his financial planning approach to help his clients live a fulfilled life with his Maximize Life Today, Plan for Tomorrow roadmap. For entrepreneurs, real estate professionals, and pre retirees, Galici Financial partners together with clients to grow wealth by helping guide them through the nuances of tax and investment planning to maximize income and minimize taxes. Galici explained that “I created Galici Financial to do financial planning differently. The financial services industry primarily focuses on product sales and investment returns instead of what truly matters most:…

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Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy During the interview, Mac discusses how most Americans already own an annuity. When we pay into Social Security over our working lives, we receive a lifetime benefit. That is an annuity. An annuity is not an investment product but is a commodity product that is a contract between the insured and the insurance carrier that provides safe, tax-deferred growth of a retirement nest egg. Annuities are designed to compete with bank certificates of deposit.  Fixed annuities…

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