Corebridge + Equitable (#421)

About this episode

Scott and Dan discuss the proposed AXA/Equitable and Corebridge merger and its implications for participants.

Scott and Dan discuss the proposed AXA/Equitable and Corebridge merger and what it could mean for participants. Three ways the Corebridge/Equitable merger could shake up the annuity market Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

People in this episode

Host: Dan

Guest: Scott

Topics covered

• merger
• annuity market
• investment advice
• 403(b) issues
• financial planning

Keywords

• Corebridge
• Equitable
• AXA
• annuity market
• 403(b)
• financial advice
• merger

Mentioned in this episode

Organizations: AXA, Equitable, Corebridge, 403bwise.org, Meridian Wealth Management, Certified Financial Planner (CFP®)

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