What prevents clients from earning higher interest rates on their savings? Three factors – awareness, apathy, and inertia create roadblocks according to Gary Zimmerman, Founder & CEO of MaxMyInterest.com. Gary joins us today to discuss the savings problem he solved for himself and is now sharing with clients and their advisors. Also, do you want to get regular updates on news from Gary and other guests of our show? Subscribe to our newsletter under the Receive Updates section, below. We hope you enjoy our conversation!
Thank you to our show sponsor, The Index Standard!
Fixed Index Annuities and RILAs are getting more complex and technical just when fiduciary rules are getting stricter. How do you choose the right index and allocate to them?
The Index Standard is your answer. They are an independent provider ratings and forecasts on all indices and ETFs used in the US insurance space. Their process is systematic and unbiased, identifying robust and well-designed indices.
The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.