Consumers and advisors often feel annuities are difficult to understand and implement in financial plans. Many clients avoid them before they fully comprehend the benefits annuities can provide. While annuities are complex, conversations and guidance from financial advisors can help consumers clarify the role of these investable assets in financial plans. Financial advisors should arm clients with a holistic overview that includes both the advantages and disadvantages of annuities in order to … [Read more...]
About the Author
Marc formed Silverman Financial in 1989. He is a 34-year MDRT member with five Court of the Table and 24 Top of the Table honors and currently serves as the MDRT Foundation President. He is a past president and board member of the Miami Chapter of the Society of Financial Service Professionals and a past Chair of Top of the Table. Marc earned his master’s degree in business administration from the University of Miami. Mr. Silverman offers securities and investment advisory services through Geneos Wealth Management, Inc., a member of FINRA/SIPC.