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S6E10 Q&A2: Annuities, Tax Deductible Fees, Insurance Commissions & Workflow
This week we're back with a Q&A episode, tackling three big questions that have been landing in our inbox from our listeners.
New and exciting Annuity products: With a wave of new products hitting the market, we unpack what advisers should watch out for, why a healthy dose of skepticism is essential, and the dangers of shiny innovation that later gets grandfathered or disappears.
Tax-deductible advice fees: how to think about in-super vs out-of-pocket charging
Insurance commissions. Do they really serve advisers, or just the insurers? We share our own experiments with nil-com, rebates, and…
The skinny
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