Season 1 · Episode 19
019 Lower Interest Rates and Client Conversations
That Annuity Show · Nassau Financial Group
August 9, 201916m 41s
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Show Notes
The Fed lowered interest rates this week. What does this mean for client conversations? Not a lot yet. Mark uses the opportunity for a refresher on the basics of focusing a client conversation on the long-term fundamentals of retirement planning. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com. Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer's needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.