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Where Annuities Fit In The Puzzle

Theodore Saade’s secret to sleeping well at night during a down market? Annuities!

He suggests annuities make up no more than 20% of a household’s liquid net worth, sharing with Ben Mattlin that the income, “acts as a hedge against the forced selling of parts of a portfolio at depressed values to fund living expenses.”

Read the Financial Advisor Magazine article and learn the importance of annuities here: