Planners used to lead with Social Security (SS), but the confusing rules that allowed huge benefits are now gone, so the concentration seems to be safe money, various annuities, etc. 

If U can stroke a check for it.. then great but to get talked into putting it on your credit card this puts far to many people into massive debt they will have a very hard time climbing out of .Wholesaling is by far the hardest thing to do in real estate.. and for those that succeed at it I call them the 1% ers  they will succeed at any sales position  selling cars  insurance  annuities you name it.. they are just good at it. 

Loans are only possible from qualified plans that satisfy the requirements of 401(a), from annuity plans that satisfy the requirements of 403(a) or 403(b), and from governmental plans."

They would also advise on other products I can utilize to help me achieve my financial/larger lifetime goals (such as insurance policies, annuities, products that offer guaranteed lifetime income, etc.)

I work a lot with securities, annuities, and insurance, but I am looking to start getting into real estate as a second source of income.

Something I’ve learned to keep in mind is to treat my property cash flow like an annuity or mutual fund because if you do you will always be able to hold that property almost no matter what happens.. 

Many landlords sell because they are tired of being landlords, have made their wealth and are looking to transition it into more passive investments, e.g. annuities or stocks, partnerships gone wrong etc.

CF is the same but I had a low ROE.An almost perpetual annuity that spreads out the tax hit. 

It's all familiar and not foreign like investing in annuities so it gives people a false sense of ease.So then you turn on HGTV and see someone buy a $50,000, spend a few weeks repainting, and then sell it for half a billion dollars.

There are asset protection trusts with Medicaid compliant annuities that may assist.