In our latest episode, Elise Roberts shares her extensive expertise on the evolving landscape of annuities and the importance of tailored financial planning. With a focus on personal connections, she emphasizes the significance of understanding clients’ individual needs for successful financial outcomes.
• Discussion about Secure Today Financial and its unique focus
• Elise's personal journey and her father's influence
• Detailed exploration of fixed indexed and fixed annuities
• Importance of financial suitability in investment decisions
• The role of VIP dinners in client engagement
• Elise's hobbies and passion for jewelry-making
• Overview of how listeners can connect with Secure Today Financial
www.securetodayfinancial.com
954-401-1067
Local Living is a community podcast for Palm Beach to Parkland. Are You A Local Business, Resident, Leader or Non-Profit? If so, we would love to have you on the podcast!
Go to www.locallivingpodcast.com for all of the info.
