That Annuity Show
By Nassau Financial Group
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Category: Investing
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Subscribers: 3
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Episodes: 100
Description
We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
| Episode | Date |
|---|---|
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Navigating Retirement Futures: Unveiling the Investment Horizons of 2024
|
May 03, 2024 |
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Insuring Tomorrow: Navigating AI, Regulation, and Innovation
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Apr 26, 2024 |
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219 - Joe Jordan Live From Retiretech Las Vegas
|
Apr 18, 2024 |
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218 - Annuities and The Income Path with Tamiko Toland and Michael Finke
|
Apr 04, 2024 |
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217 - The Peak 65 Zone Is Here With Jason Fichtner
|
Mar 22, 2024 |
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216 - Managing A Soft Landing For The Economy Despite Global Turbulence With David Czerniecki
|
Mar 15, 2024 |
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215 - Learning About Empathy With Ron Gura
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Mar 08, 2024 |
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214 - How The Annuity Industry Will Continue to Evolve With Andy Unkefer
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Feb 29, 2024 |
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213 - Building A Next Generation Service And Technology Provider with Michele Trogni
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Feb 20, 2024 |
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212 - Navigating New Proposed DOL Rules With Michelle Richter-Gordon
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Feb 16, 2024 |
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211 - The Future Shape of Annuities Distribution With James Wong
|
Feb 08, 2024 |
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210 - Using Behavioral Finance To Strengthen Your Practice With Marshall Heitzman
|
Feb 02, 2024 |
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209 - Crossing MYGAs and FIAs With Bobby Samuelson
|
Jan 25, 2024 |
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208 - Improving the #AnnuityUX in 2024 With David Hanzlik
|
Jan 12, 2024 |
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207 - Making The Most of Tech To Build Your Business In 2024 With Ema Roloff
|
Jan 05, 2024 |
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206 - The Year End Economic Wrap Up With David Czerniecki
|
Dec 22, 2023 |
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205 - The (Not So) Mortal Threat To Advisors with David Macchia
|
Dec 14, 2023 |
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204 - Trends With Traction In The Annuity Market with Tamiko Toland
|
Oct 06, 2023 |
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203 - Risks That Matter to Companies And Individuals with Tamara Burden
|
Sep 22, 2023 |
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202 - Quarterly Economic Outlook with David Czerniecki
|
Sep 08, 2023 |
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201 - The End of Leads As We Know Them With Danny Greeson
|
Sep 01, 2023 |
|
200 - Playing The Long Game in The Retirement Industry With Scott Stolz
|
Aug 25, 2023 |
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199 - Making Social Security Conversations Easier With Jeff Quigley
|
Aug 11, 2023 |
|
198 - State of the State of the Retirement Industry With Jim Kerley
|
Aug 03, 2023 |
|
197 - Annuities for Dummies With Kerry Pechter
|
Jul 28, 2023 |
|
196 - Creating New Experiences and Clients in the Metaverse with Panos Leledakis
|
Jul 07, 2023 |
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195: Using AI & QR Codes to Collapse Lead Funnels With Jay Wolff
|
Jun 23, 2023 |
|
194 - Finding New Ways To Speed Retirement Savings With Dario Fusato
|
Jun 16, 2023 |
|
193 - The Quarterly Market Review With David Czerniecki
|
Jun 09, 2023 |
|
192 - A Recap of the Alliance for Lifetime Income Summit With David Macchia
|
Jun 02, 2023 |
|
191 - Making Sense of The Financial Markets
|
May 18, 2023 |
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190 - The State Of The Annuity Market With Scott Hawkins
|
May 11, 2023 |
|
189 - How To Build A Market Advising 401(k) Plans with Bonnie Treichel
|
Apr 28, 2023 |
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188 - Predicting the Banking Crisis Through Machine Learning With Barbara Matthews
|
Apr 14, 2023 |
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187 - Making Sense Of The State Of The Economy With David Czerniecki
|
Mar 31, 2023 |
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186 - Simplifying Market Exposure and FIA Indices with Josh Mellberg
|
Mar 24, 2023 |
|
185 - Pushing the Frontiers of Digital Insurance with Josh Elohim and Reid Tattersall
|
Mar 17, 2023 |
|
184 - The Next Steps In FIA Index Recommendations with Branislav Nikolic and Jay Watson
|
Mar 17, 2023 |
|
183 - Banning Monte Carlo Simulations & More With David Macchia
|
Feb 17, 2023 |
|
182 - Make 70 Your 100, Save 20, Give Away 10 With Dale Alexander
|
Feb 17, 2023 |
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181 - Diversification Isn't a Risk Management Plan Anymore with David Lau
|
Feb 10, 2023 |
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180 - Planning For A Purpose with Joe Jordan
|
Feb 03, 2023 |
|
179 - Predicting the 2023 Balance Sheet for the Annuity Industry with Scott Hawkins
|
Jan 27, 2023 |
|
178 - Looking Back At 2022
|
Jan 13, 2023 |
|
177 - Finding The Emotional Side of Financial Planning With Jamie Hopkins
|
Jan 06, 2023 |
|
176 - Thoughtfully Recommending Indices with Laurence Black and Branislav Nikolic
|
Dec 29, 2022 |
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175 - Thinking Ahead Of Older Age with Marti DeLiema, Naomi Karp, and Steve Vernon
|
Dec 22, 2022 |
|
174 - Gas Prices, Inflation, Interest Rates and Digital Currency with David Czerniecki
|
Dec 15, 2022 |
|
173 - Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain - 2 of 2
|
Dec 09, 2022 |
|
172 - Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain - 1 of 2
|
Dec 02, 2022 |
|
171 - Helping Canadians Retire From Work, Not Life With Fraser Stark
|
Nov 18, 2022 |
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170 - The Future of Advice With Paul Blanco
|
Nov 11, 2022 |
|
169 - Should Interest Rate Changes Rewrite Retirement Product Recommendations with Dave Blanchett and Michael Finke
|
Nov 04, 2022 |
|
168 - The Year Of In-Plan Annuities with Matt Wolniewicz
|
Oct 28, 2022 |
|
167 - Answering Social Security Questions in Today’s Environment with Martha Shedden
|
Oct 21, 2022 |
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166 - Keeping Annuity Regulations Rational with Kim O'Brien
|
Oct 07, 2022 |
|
165 How I Built This Practice From Facebook with Andy Panko
|
Sep 30, 2022 |
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164 - You Can't Solve Risk By Adding More Risk with David Macchia
|
Sep 23, 2022 |
|
163 - The State of the Annuity Market Today with Todd Taylor
|
Sep 16, 2022 |
|
162 - Discovering Models and Indices with the Nasdaq Fund Network
|
Sep 09, 2022 |
|
Rerelease: 113 We Love Annuities with Sheryl Moore
|
Sep 02, 2022 |
|
Rerelease: Creating Happiness For Your Clients with Tom Hegna
|
Aug 26, 2022 |
|
161 - Retirement Product Innovation in The Future
|
Aug 19, 2022 |
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160 - Insurance to Help Care Givers With Tom Beauregard
|
Aug 12, 2022 |
|
159 - Making Sense of Your 401(k) Lifetime Illustration Statement With Jack Towarnicky
|
Aug 04, 2022 |
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158 - Climbing Down The Financial Mountain With David Rosell
|
Jul 29, 2022 |
|
157 - Let the Guaranty Fund Genie Out of the Bottle With Harry Stout and Bruce Saul
|
Jul 21, 2022 |
|
SPECIAL EPISODE - From the Office of the Chief Investment Officer With David Czerniecki
|
Jul 18, 2022 |
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156 - Selling Equity As New Way To Access The Value of Your Home In Retirement With David Shapiro
|
Jul 15, 2022 |
|
155 - The Social Security Sky Isn't Falling with Kerry Pechter
|
Jul 08, 2022 |
|
154 Disclosing Advisor Compensation with Sara Grillo and Scott Salaske
|
Jul 01, 2022 |
|
153 How Did We Get Here With David Blanchett
|
Jun 24, 2022 |
|
152 Helping The Constrained Investor Plan for Retirement With David Macchia
|
Jun 17, 2022 |
|
151 Restarting and Reinventing Seminars With Brad Swineheart
|
Jun 10, 2022 |
|
150 Providing Lifetime Income When Annuities May Not Available With Richard Fullmer
|
Jun 03, 2022 |
|
149 Planning for Rising Inflation and Changing Emotional Needs of Clients With Marguerita Cheng
|
May 27, 2022 |
|
148 Planning for Very Long Happy Retirement With Steve Vernon
|
May 20, 2022 |
|
147 Preparing for Life 2 With Don Ezra
|
May 12, 2022 |
|
146 Your Marketing Must Go Digital With Greg Dinetz
|
May 06, 2022 |
|
145 Diving Deep into the Power of Annuities With Michael Finke
|
Apr 29, 2022 |
|
144 Charting a New Course for the Industry With Dave Levenson
|
Apr 22, 2022 |
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143 When Should Your Client Pay Off The Mortgage With Jason Fichtner
|
Apr 14, 2022 |
|
SPECIAL EPISODE - David Czerniecki Discusses Inflation Trends
|
Apr 13, 2022 |
|
142 Everything You Wanted to Know About the Nasdaq-100 With Efram Slen and Mark Marex
|
Apr 08, 2022 |
|
141 Diving Deeper Into The Qualified Default Investment Alternative Market With Tamiko Toland
|
Apr 01, 2022 |
|
140 A Chat With The Father of 4% Percent Rule With William Bengen
|
Mar 25, 2022 |
|
139 What's Different This Time When Saving For Retirement With Byron Boston
|
Mar 18, 2022 |
|
138 Sizing the Prize of Institutional Annuities Martin Powell and Bruno Caron
|
Mar 11, 2022 |
|
137 Reducing the Risk of A Reduction in Social Security Benefits With David Duley
|
Mar 04, 2022 |
|
136 Tackling Unconscious Bias with Martin Powell and Gina Riepel
|
Feb 24, 2022 |
|
135 Helping People Find Purpose in Retirement with Joe Jordan
|
Feb 18, 2022 |
|
134 Picking Nouns or Verbs In Retirement Planning With Michelle Richter
|
Feb 11, 2022 |
|
133 WealthManagement's Fifteen Must-Listen Financial Podcasts Featuring That Annuity Show
|
Jan 28, 2022 |
|
132 Framing Retirement Planning Questions the Right Way With Jason Fichtner
|
Jan 21, 2022 |
|
131 Don't Forget About Hidden Home Values When Planning For Retirement With Don Graves
|
Jan 14, 2022 |
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130 Navigating The New Regulatory Standards with Hayley Maldonado and Eric Marhoun
|
Jan 07, 2022 |
|
129 Finding Purpose in Retirement with Gary Sirak
|
Dec 24, 2021 |
|
128 Spreading The Truth About Annuities with Cyrus Bamji
|
Dec 17, 2021 |
|
127 Meeting the Health Care Needs of Seniors In A Changing Market With Jesse Slome
|
Dec 10, 2021 |
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126 Delivering Retirement Education and Innovation as a Service With Carson Hewett and Jon Rosborough
|
Dec 03, 2021 |