The March 12th edition of our Town Hall series is now available for viewing. Will Meneses was out with a minor eye surgery, so we had our ‘classic’ lineup with Mel Brandon and Steve Aul. Mel starts by talking about one of his favorite subjects, Annuities. If you have met with us in the past, you’ll know we are proponents of using annuities in the planning process. The differences in how an annuity might perform can be complicated, and several factors can affect how a contract can perform, even inside the same company. Mel takes us through some factors that can affect annuity performance and cements why it is essential to review your annuity products regularly. If you have an annuity you would like reviewed, call us for an Annuity X-Ray.
Steve Aul wraps up our Town Hall session by discussing the Market. We have seen greater volatility in recent weeks, and these moments are when we can make emotional decisions that can impact our planning. One of the key points that Steve made was regarding risk tolerance. If these periods of volatility are causing you to feel significant discomfort, it could be a sign that you are taking more risk than you should be. You should have regular conversations with your advisor to adjust risk exposure and help keep your plan on track. This is why we proactively reach out to our clients for regular reviews.
Click Here to watch the March 12th Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.