CFP Financial Advisor License White Paper 
Tucker Advisors
SEPTEMBER 8, 2021
One user-friendly version of self-funded pensions is the indexed annuity,” said Tucker Financial President and CFP, Darren Petty. “It For decades now, the financial industry has presented indexed annuities as products. Some financial advisors used them in ways that did not maximize their advantages for the client.
Sara Grillo
NOVEMBER 14, 2022
In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent. Let’s talk about it.
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