Listen to the Podcast: Episode #30 Secure Today Financial

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

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