Understanding Life Expectancy and Longevity With Brian Smith — The Perfect RIA

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In this episode of the TPR podcast, Matthew Jarvis and Brian Smith discuss critical aspects of financial planning, focusing on life expectancy, longevity, and the importance of value-added strategies for advisors. They explore how to educate clients on longevity, navigate old insurance products, and identify strong insurance solutions. The conversation emphasizes the integration of guaranteed income with AUM strategies to enhance client financial security.

Understanding Life Expectancy and Longevity With Brian

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Brian Smith: Website | LinkedIn
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