Annuities and SBA Loans

Annuities and SBA Loans

Watch the Video version of this podcast here: https://youtu.be/EnWeIYexgnY

Annuities can be a powerful financial tool when used correctly, but how do you know which strategy is right for you? In today’s episode, Tom and John McFie dive into the different ways annuities can be utilized and explore which approaches make the most sense for your financial goals.

They’ll also discuss SBA loans: how long it typically takes to secure one and what options are available if you need funding before the loan is approved.

Key Takeaways:

• How to use annuities effectively for long-term financial stability.
• Which annuity strategies make the most sense for different situations.
• The process and timeline for securing an SBA loan.
• What to do if you need funding quickly while awaiting your SBA loan.

Schedule Strategy Session »

Resources:
Types of Life Insurance