Redefining Retirement: Annuities Versus Traditional Investments

Du Charme Wealth Management Podcast

Curious about the intricacies of life insurance and annuities? Discover how to navigate these complex financial waters with insights from Carson Porter, a seasoned insurance producer.
Carson stands at the helm as the founder & Chief Visionary of one of the world's leading masterminds of honest, authentic, and ethical insurance agents. Beyond this, he's co-created a specialized insurance CRM, offers mentorship to a broad spectrum of professionals, and continues to manage his own firm.
Carson specializes in wealth management principles as a Cash Value Life Insurance expert and industry Influencer. His training regarding these topics is highly sought after by top Life Insurance Providers, Firms, and Organizations.
As an engaging public speaker, panelist, and podcast guest; Carson's core mission is to develop the largest community of honest, ethical, productive, and authentic insurance and financial professionals in the world.
Branden and Carson dispel misconceptions about fixed index products and the dangers of frequently changing allocations that often lead to underperformance. Learn the significance of working with financial professionals who prioritize ethical guidance over mere sales tactics, and gain essential knowledge to make informed financial decisions. Additionally, we address the unique challenges of private placements and the critical need for tailored client recommendations.
Find Du Charme Wealth Management here:
https://www.ducharmewealth.com/
Carson's Digital Business Card:
https://linqapp.com/cporter389?r=link
[00:00:00] Intro clip.
[00:04:45] Financial Ethics in Insurance Industry.
[00:08:50] Insurance Product Suitability Considerations.
[00:14:37] Insurance Strategies and Wealth Building.
[00:25:48] Cash Value Life Insurance Strategies.
[00:33:37] Annuities Versus CDs.
[00:41:58] Understanding Annuities and Life Insurance.
[00:54:22] Investing in Bonds for Retirement.
[01:01:57] Active Management and Index Funds Debate.
#financialethics #insurance #smartinvesting #financialgrowth #retirementplanning #financialsecurity #annuities #iul #podcast #wealthmanagement #wealthadvisor
DISCLAIMER: Branden DuCharme is an investment advisor representative of and offers investment advisory services through SCF Investment Advisors, Inc. an SEC Registered Investment Advisor • 10150 Meanley Drive First Floor San Diego, CA 92131• [phone] • www.scfsecurities.com SCF Investment Advisors, Inc. and DuCharme Wealth Management are separate entities.
The information in this podcast is current at the time of recording. It is based upon sources and data believed to be accurate and reliable. The information, opinions, and forward-looking statements expressed herein are subject to change without notice. Moreover, all comments & opinions voiced herein are for informational and entertainment purposes only and are not intended to provide specific advice or recommendations and should not be interpreted as such. Further the opinions expressed are Branden DuCharme's and his guests and do not reflect the views and opinions of SCF Investment Advisors or any of its affiliates.
Investing involves risk including possible loss of principal. No strategy assures success or protects against loss. To determine what is appropriate for you, consult your financial professional. This information is not intended to be a substitute for specific individualized tax or legal advice. DuCharme Wealth Management and SCF Investment Advisors do not provide legal or tax advice. These services are provided by separate entities.
The guest speakers featured in this podcast are not affiliated with SCF Investment Advisors nor are they affiliated with DuCharme Wealth Management unless otherwise indicated.