Welcome to ASK THE PLANMAN, hosted by Bruce Weinstein. Each week Bruce will feature a guest to talk with and bring you insights and strategies to help you make educated financial decisions. Bruce brings his expertise with over 35 years of experience, helping thousands of clients reach their goals and objectives. The Planman believes everyone should have a PLAN! Come Ask the PLANMAN – we want to HEAR from YOU. New episodes are released bi-weekly every Monday. Write Bruce: info@asktheplanman.com Text the word Planman to 321-421-5213 or call 1-844-PLANMAN Don't forget to check us out at www.asktheplanman.com.
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episode 63: EP 63: Annuities & Life Insurance - Which One Do You Need?
From annuities to converting term life to whole life insurance, we have the answers to all of your burning questions.
There are many questions you may be having regarding your financial journey. Is an annuity right for me? Is there a wrong way to go about using an annuity? Should I convert my term life insurance policy to a whole life one?
We all want to make the best decision for our personal needs. Which, of course, comes with all these pressing questions. It’s important to know exactly where you currently are in your financial journey as well as your end goals for your investments.
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info@asktheplanman.com
Call us at 1-844-Planman
Text PLANMAN to (321) 421-5213