by Jake Weatherford | Mar 15, 2024 | Financial Planning Basics, Investment Planning, Jake's Take, Laws & Regulations, Risk Management & Insurance Planning, The Point
Do you know what fees might be hidden in your insurance policies? In this Jake’s Take video, Castlepoint Partners’ Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss the intricacies of insurance policies and insurance fees, with a particular focus on annuities, and emphasize the need for transparency and awareness.
by Jake Weatherford | Nov 10, 2023 | Annuites, Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Jake's Take, Risk Management & Insurance Planning, The Point
Curious about annuities? Castlepoint Partner & Advisor Jake Weatherford, CFP®, joins Castlepoint Partner & CIO Adam Lee, CFA®, to discuss the nuances of annuities. The advisory duo explores transparency, fees, and liquidity challenges. Watch this Jake’s Take video to learn why a clear plan is critical to informed decision-making, gain insights into potential pitfalls, and why some of the most successful investors prioritize comprehension over complexity.
