The Rundown
The Rundown is our educational video series, created to help clients understand their plans and see market news and events through the lens of their retirement strategy.
Latest rundown
Hybrid Annuities in Retirement
Hybrid annuities are a topic that comes with plenty of outside opinions, and we want to make sure you have the right information. This edition of The Rundown is dedicated to breaking down how they work, why they may be included in your plan, and the math behind the product selection process. Watch to better understand the role hybrid annuities play in your plan and why the decisions behind them are more intentional than most people realize.
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Every C2 client journey starts with education.
We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.