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Best of 2025: Episode 2 - Annuities and the Planning Process

· Advisor Revelations

In this “Best of 2025” episode, David Lau brings together Daniel Crosby, Matt Regan, and John Thiel to explore how annuities fit into modern financial planning—bridging behavioral finance, retirement income, and risk management to help advisors build plans clients can actually stick with.

Listen to this episode on the show’s site

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