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241: Should I Buy An Annuity? The Real Deal on Annuities with Kelsey Burke
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:35:47
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Sinopsis
I’ll be honest: I’ve avoided the complex (and often misunderstood) topics of annuities and whole life insurance here on the podcast for a long time—simply because it’s pretty difficult to find an expert to speak about them who isn’t also trying to sell you a policy.That changes today, because on episode 241 of Love, your Money, I'm introducing you to Kelsey Burke, founder of Apricity Financial Planning.Kelsey spent nearly a decade working in the insurance industry, learning everything there is to know about a variety of annuity products and contracts in order to sell them to clients of her firm.Meanwhile, her internal alarms were going off as she realized that the context of selling these products was neither as transparent nor as consultative as she wanted to be.Now that she’s made a successful career transition from insurance sales to working as a holistic financial advisor, Kelsey has enough distance from the industry to see it for what it is–and she lends us her expert perspective to get an inside lo