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Dave Mortach – Annuities

Dave Mortach is back to talk to us about annuitites.

Should you stay or should you go? We’re talking about the stock market and its recent activity – which Market Watch compared to a “drunken party!” Dave Mortach, President of Mortach Financial and host of the popular radio show, “Retirement Wealth Planning” joined the show to tell us why it’s never a good idea to be the last one to leave the party…

Below are questions Alexa and Hollie had for Dave:
A drunken party?! What are your thoughts, Dave?
MarketWatch goes on to explain you’ve got to know when to leave the party… how do we know when to get out?
Knowing that it’s nearly impossible to time the market, what investments would you recommend with the crazy environment we’re in?
What makes annuities such an attractive option?
Really, we’re protected from any market losses?
And none of your clients have EVER lost money from the market going backwards?
What about growth opportunities with these products?
Anything else we need to know about? Any eligibility restrictions with age or funds?
You know Dave, these annuities make a lot of sense... Protection and growth seem exactly like what a lot of folks at home want and need! 

What else would you like Dave Mortach to discuss on future airings of the show? Find us on social media, ‘Live on Lakeside’, and let us know!

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