Annuities are one of the most heavily marketed financial products—and often one of the most misunderstood. They promise growth without loss, guaranteed income, and peace of mind. But behind the sales pitch lies high commissions, long surrender periods, and frustrating caps on growth.

In this podcast, Jeremiah and Nic pull back the curtain on annuities and introduce a compelling alternative: structured notes. These innovative investments offer downside protection, defined outcomes, and the potential for enhanced upside—all without the commission-heavy baggage that comes with most annuities.

You’ll learn:

• The hidden costs and pitfalls of annuities.

• How structured notes provide flexibility and clarity.

• What “soft protection” really means for your portfolio.

• Why defined outcome investing may align better with your long-term goals.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Jeremiah Bates & Nic Daniels