Tax Efficient Drawdown Strategies for Investment Advisors

Join Robert Powell as he welcomes Schyler Adams, the representative from Allianz Life Insurance, for a thought-provoking conversation exploring the interplay between fintech and annuities in the realm of financial planning.

Om Podcasten

Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.