That Annuity Show
By Nassau Financial Group
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Nassau Financial Group
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 3
Reviews: 0
Episodes: 291
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 |
|---|---|
|
285 - AI and Tech: What's Next for Annuities? Insights from David Novak
|
Nov 14, 2025 |
|
284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)
|
Oct 31, 2025 |
|
283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow
|
Oct 24, 2025 |
|
282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA
|
Oct 10, 2025 |
|
281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications
|
Oct 03, 2025 |
|
280 - AI, People, and Change: Jim Kerley Live from LIMRA
|
Sep 26, 2025 |
|
279 - A Discussion on the Future of Insurance Technology with Aspida's CIO and CTO
|
Sep 19, 2025 |
|
278 - Nassau's CIO Joe Orofino on Fed Cuts, AI Risks, and Social Security
|
Sep 05, 2025 |
|
Rerelease 262 – All Things MYGA with Jeff Affronti
|
Aug 29, 2025 |
|
277 - Joe Jordan on Navigating Change In World of Advice
|
Aug 15, 2025 |
|
276 - AM Best's Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities
|
Aug 08, 2025 |
|
275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry
|
Jul 11, 2025 |
|
274 - Joe Nunes on Navigating the Future of Retirement Planning
|
Jul 04, 2025 |
|
273 - Kartik Sakthivel on Driving AI Innovation Across The Insurance Industry
|
Jun 27, 2025 |
|
272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers
|
Jun 20, 2025 |
|
271 - Prudential, Global Atlantic, Conning & Zinnia on AI Transformation
|
Jun 13, 2025 |
|
270 - Nassau's David Czerniecki On Tariffs, Bonds, and Nuclear Reactors
|
Jun 06, 2025 |
|
268 - Miles O'Keefe On Navigating Life's Transitions: Financial, Healthcare, and Funeral Planning
|
May 23, 2025 |
|
267 - Roger Kahlon on Digital Transformation in the Annuity Industry
|
May 09, 2025 |
|
266 - Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income
|
May 02, 2025 |
|
265 - Philip Chao on Building Guaranteed Income At The Workplace
|
Apr 25, 2025 |
|
264 - Oceanview's Ben Faught on The Pricing Challenges of Annuities
|
Apr 20, 2025 |
|
263 -Tom Totten and Building Lifetime Income through ESOPs
|
Apr 11, 2025 |
|
262 - All Things MYGA with Jeff Affronti
|
Apr 04, 2025 |
|
261 - In-Plan Annuities 101 with Ramsey Smith & Graham Clark
|
Mar 28, 2025 |
|
260 - Deloitte's Dan McCoach on AI, Cyberthreats and Transforming the Insurance Industry
|
Mar 21, 2025 |
|
259 - Nassau's David Czerniecki on Tariffs, AI and Productivity
|
Mar 14, 2025 |
|
258 - ALEXIncome's Ramsey Smith and Graham Clark on In-plan Annuities
|
Mar 07, 2025 |
|
257 - Security Benefit's Toby Leonard on Growing Annuity Sales in the RIA Channel
|
Feb 28, 2025 |
|
256 - Celent's Karen Monks on Technology Trends
|
Feb 21, 2025 |
|
255 - Oceanview's Jim Ryan on Building Success Through Simplicity
|
Feb 14, 2025 |
|
254 - IRI's Katherine Dease On Transforming Annuities - Turning Data Challenges Into Digital Solutions
|
Feb 07, 2025 |
|
253 - Sheryl Moore with Michele Trogni on Transforming Retirement
|
Jan 31, 2025 |
|
252 - Catching Up With Joe Jordan
|
Jan 24, 2025 |
|
251 - Arun Muralidhar on SeLFIES And A New Option for Retirement Security
|
Jan 17, 2025 |
|
250 - Josh Everett and Team Discuss The Impact of India on the U.S. Annuity Market
|
Jan 10, 2025 |
|
248 - Kerra Bolton - Telling The Story Of Retirement Planning
|
Dec 20, 2024 |
|
248 - David Czernieki on Tariffs, AI, & Nuclear Power
|
Dec 13, 2024 |
|
247 - ITC: Climate, Risk, and Retirement Security
|
Dec 06, 2024 |
|
246 - Suzanne Norman and The Emotional Landscape of Retirement
|
Nov 29, 2024 |
|
245 - ITC: AI Innovation in Life Insurance & Annuities
|
Nov 22, 2024 |
|
244 - Sri Reddy on Navigating The Annuity Landscape
|
Nov 15, 2024 |
|
243 - Mike Odor and Branislav Nikolic on Making Sense of FIA Allocations
|
Nov 01, 2024 |
|
242 - Sheryl J. Moore on the Future of Annuity Innovation
|
Oct 25, 2024 |
|
241 - Lesley Mann and David Macchia on Redefining Retirement Security
|
Oct 18, 2024 |
|
240 - Jan Buchsbaum and Speeding Annuities to Market
|
Oct 04, 2024 |
|
239 - Improving Customer Experience to Grow Annuity Sales
|
Sep 20, 2024 |
|
238 - Is The AI Industry In A Bubble with David Czerniecki
|
Sep 09, 2024 |
|
237 - The Future of Retiretech With Michael Kalen
|
Aug 22, 2024 |
|
236 - Finding Success In Worksite Marketing With The OneKonnect Team
|
Aug 16, 2024 |
|
235 - Why I Bought Fixed Annuities With Sheryl J. Moore
|
Aug 09, 2024 |
|
234 - A Fresh Perspective On Retirement Solutions With Arun Muralidhar
|
Aug 02, 2024 |
|
233 - Finding, Funding and Improving The Future Retirement of GenX and GenZ
|
Jul 26, 2024 |
|
232 - Seeking Stable Growth - Designing The Next Generation of Annuities
|
Jul 19, 2024 |
|
231 - Creating An Annuity Marketing Assistant With AI
|
Jul 12, 2024 |
|
230 - The Power Of Personal Branding With Ema Roloff
|
Jul 05, 2024 |
|
229 - Shifting Distribution and Changing Minds With Jim Kerley
|
Jun 28, 2024 |
|
228 - The Shape of Distribution To Come
|
Jun 21, 2024 |
|
227 - Quarterly Economic Update With David Czerniecki
|
Jun 14, 2024 |
|
226 - The Practical Problems of Turning Assets Into Income With Mark Shemtob
|
Jun 06, 2024 |
|
225 - Generating Retirement Prospects Online with a Smaller Budget With Alex Khassa
|
May 31, 2024 |
|
224 - Using AI to Generate Real-Time Market Insights With Jens Nordvig
|
May 24, 2024 |
|
223 - Tech Modernization: Retiretech Keynote feat. Michele Trogni
|
May 17, 2024 |
|
222 - Bridging the Gap: Annuities in Retirement Planning
|
May 10, 2024 |
|
221 - Navigating Retirement Futures: Unveiling the Investment Horizons of 2024
|
May 03, 2024 |
|
220 - Insuring Tomorrow: Navigating AI, Regulation, and Innovation
|
Apr 26, 2024 |
|
219 - Joe Jordan Live From Retiretech Las Vegas
|
Apr 18, 2024 |
|
218 - Annuities and The Income Path with Tamiko Toland and Michael Finke
|
Apr 04, 2024 |
|
217 - The Peak 65 Zone Is Here With Jason Fichtner
|
Mar 22, 2024 |
|
216 - Managing A Soft Landing For The Economy Despite Global Turbulence With David Czerniecki
|
Mar 15, 2024 |
|
215 - Learning About Empathy With Ron Gura
|
Mar 08, 2024 |
|
214 - How The Annuity Industry Will Continue to Evolve With Andy Unkefer
|
Feb 29, 2024 |
|
213 - Building A Next Generation Service And Technology Provider with Michele Trogni
|
Feb 20, 2024 |
|
212 - Navigating New Proposed DOL Rules With Michelle Richter-Gordon
|
Feb 16, 2024 |
|
211 - The Future Shape of Annuities Distribution With James Wong
|
Feb 08, 2024 |
|
210 - Using Behavioral Finance To Strengthen Your Practice With Marshall Heitzman
|
Feb 02, 2024 |
|
209 - Crossing MYGAs and FIAs With Bobby Samuelson
|
Jan 25, 2024 |
|
208 - Improving the #AnnuityUX in 2024 With David Hanzlik
|
Jan 12, 2024 |
|
207 - Making The Most of Tech To Build Your Business In 2024 With Ema Roloff
|
Jan 05, 2024 |
|
206 - The Year End Economic Wrap Up With David Czerniecki
|
Dec 22, 2023 |
|
205 - The (Not So) Mortal Threat To Advisors with David Macchia
|
Dec 14, 2023 |
|
204 - Trends With Traction In The Annuity Market with Tamiko Toland
|
Oct 06, 2023 |
|
203 - Risks That Matter to Companies And Individuals with Tamara Burden
|
Sep 22, 2023 |
|
202 - Quarterly Economic Outlook with David Czerniecki
|
Sep 08, 2023 |
|
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 |
|
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 |
|
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 |
|
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 |
|
188 - Predicting the Banking Crisis Through Machine Learning With Barbara Matthews
|
Apr 14, 2023 |
|
187 - Making Sense Of The State Of The Economy With David Czerniecki
|
Mar 31, 2023 |
|
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 |
|
181 - Diversification Isn't a Risk Management Plan Anymore with David Lau
|
Feb 10, 2023 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
126 Delivering Retirement Education and Innovation as a Service With Carson Hewett and Jon Rosborough
|
Dec 03, 2021 |
|
125 Earning Higher Safe Interest On Your Savings With Michael Nelskyla
|
Nov 19, 2021 |
|
124 Telling the PG-Rated Story About The Retirement Crisis With Doug Orchard
|
Nov 12, 2021 |
|
123 Getting Your Web and Social Presence Right With Robert Knop
|
Nov 05, 2021 |
|
122 Getting Smart About Medicare Options With Ryan McMillan
|
Oct 29, 2021 |
|
121 Helping Life Insurance Agents Explain Annuities with Jeff Affronti
|
Oct 22, 2021 |
|
120 Riding the RILA Wave with David Hanzlik
|
Oct 15, 2021 |
|
119 Creating Authenticity, Innovation & Empathy In Insurance with Maria Ferrante-Schepis
|
Oct 08, 2021 |
|
118 Finding Meaning and Making Money with H. Adam Holt
|
Oct 01, 2021 |
|
117 Matching Your Practice Model To Your Client's Psychology with Wade Pfau and Alex Murguia
|
Sep 24, 2021 |
|
116 Finding Retirement Solutions That Stick with Wade Pfau and Alex Murguia
|
Sep 17, 2021 |
|
115 Building Real Policyholder Relationships with Molly Black
|
Sep 10, 2021 |
|
113 We Love Annuities with Sheryl Moore
|
Sep 03, 2021 |
|
113 Income Allocation Planning with Jerry Golden
|
Aug 27, 2021 |
|
112 Medicare ABGFs with Terence Martin
|
Aug 13, 2021 |
|
111 KYC(P)- Know Your Client's Personality To Provide Better Advice with Dr. Preston Cherry
|
Aug 06, 2021 |
|
110 Creating Happiness For Your Clients with Tom Hegna
|
Jul 30, 2021 |
|
109 Using and Improving Your RISE Score On The Way to Retirement to with Sheila Jelinek and Peter Sun
|
Jul 23, 2021 |
|
108 The Next Five Years In The Business Will Be Thrilling with Jim Kerley
|
Jul 16, 2021 |
|
107 Finding Extra Savings Through Better Social Security Planning With Jack Sharry
|
Jul 07, 2021 |
|
106 Getting Ready to Step Out on the Risk Spectrum with Byron Boston
|
Jul 02, 2021 |
|
105 Finding Higher & Safer Interest Rates With Gary Zimmerman
|
Jun 25, 2021 |
|
104 Adapting Our Annuity Business to Changing Regulations, Markets, and Consumers
|
Jun 18, 2021 |
|
103 Confidently Sorting Through a Sea of Indices With Laurence Black
|
Jun 11, 2021 |
|
102 Readying RIAs to Effectively Offer Annuities (And Many Other Topics) With Michelle Richter
|
Jun 04, 2021 |
|
101 One Of These SPIAs Is Not Like The Others With Tamiko Toland
|
May 28, 2021 |
|
100 Finding Continued Purpose In a Changing Market With Joseph Jordan
|
May 21, 2021 |
|
099 Inventing the Tradable Vix - Figuring Out How to Open the Sealed Coke Can For Investors With Devesh Shah
|
May 14, 2021 |
|
098 Aligning All Interests - The Client, The Advisor and the Company With Yale Bock
|
May 07, 2021 |
|
097 From the Iron Curtain To Online Annuity Illustrations With David Novak
|
Apr 30, 2021 |
|
095 Can You Get What You Want In Retirement With Cyrus Bamji and Colin Devine
|
Apr 16, 2021 |
|
094 Obsess About The Retirement Planning Conversation, Not The Tools with Curtis Cloke
|
Apr 08, 2021 |
|
093 Sometimes Even The Harshest Critics Like Our Products With Ethan Schwartz
|
Apr 02, 2021 |
|
092 Educating Students & Clients In A Stressed World With Matt Carey of Blue Spark
|
Mar 26, 2021 |
|
091 Television, Trust, & Tenacity with Josh Mellberg
|
Mar 19, 2021 |
|
090 How Will Private Equity Reshape The Retirement Industry With Scott Hawkins of Conning?
|
Mar 12, 2021 |
|
089 Retirement Planning And The Role of Life Insurance
|
Mar 05, 2021 |
|
088 Virtual Planning Goes Permanent with David Wright
|
Feb 26, 2021 |
|
087 Turning Your Practice Into a Lamborghini With Derek Notman
|
Feb 19, 2021 |
|
Creating Online Security for Seniors and Their Savings
|
Feb 16, 2021 |
|
086 How To Retire With Strength with Bruno Caron
|
Feb 12, 2021 |
|
085 Framing the Retirement Discussion With Tamiko Toland
|
Feb 05, 2021 |
|
Getting Seniors to Know, Like and Trust Us in a Virtual World
|
Feb 01, 2021 |
|
084 Saving the "Lost Generation" Of Near Retirees With Siavash Radpour
|
Jan 29, 2021 |
|
Building a Vision of a Better Future Self in a Very Stressed World
|
Jan 25, 2021 |
|
083 Why Only 7% of Retirement Assets Sit In Annuities with David Hanzlik
|
Jan 22, 2021 |
|
Investing in the Future of Our Industry // Reimagining Retirement Special Edition
|
Jan 19, 2021 |
|
082 Maybe Politics Won't Really Impact The Market With Charles Sizemore
|
Jan 15, 2021 |
|
081 Predicting the Year Ahead With David Blanchett
|
Jan 08, 2021 |
|
080 Navigating Planning For Generations with Rita Cheng
|
Dec 31, 2020 |
|
079 Separating Policy Noise From News with Barbara Matthews
|
Dec 28, 2020 |
|
078 Managing The Stresses of the Sandwich Generation with Milliman
|
Dec 18, 2020 |
|
077 Syncing Your Message With Your Market With Marie Swift
|
Dec 11, 2020 |
|
076 Making Sense of Business News For Your Clients With Jane King
|
Dec 04, 2020 |
|
074 Building Your Brand With Social Media with Debra Jasper
|
Nov 25, 2020 |
|
073 Grow Your Annuity Business Through Good Content With Teresa Leno
|
Nov 20, 2020 |
|
072 Getting Your Financial Household In Order With Nancy Doyle
|
Nov 13, 2020 |
|
071 Better Serving Your Female Clients With Kathleen Burns Kingsbury
|
Nov 06, 2020 |
|
070 Challenging Retirement Planning Assumptions With Moshe Milevsky
|
Oct 30, 2020 |
|
069 Annuities Are Sold Not Bought And Other Debunked Myths With Matt Carey
|
Oct 23, 2020 |
|
068 Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel
|
Oct 16, 2020 |
|
067 Plotting A New Future For Insurance With Nick Gerhart
|
Oct 09, 2020 |
|
066 Uncovering New Risks in Retirement With Jamie Hopkins
|
Oct 02, 2020 |
|
065 Discovering Your Retirement "Safe" Word with Lindsay Goldwert
|
Sep 25, 2020 |
|
064 Making Sense of Sometimes Nonsensical Legislation with Jeff Levine
|
Sep 21, 2020 |
|
063 Become a "Referable" Agent or Advisor With Better Social Security Planning With Ash Ahluwalia
|
Sep 11, 2020 |
|
062 Building An Income Distribution Plan with Sheryl O'Connor & Wealth Conductor
|
Sep 04, 2020 |
|
061 Emerging Innovation in Annuities with George Castineiras
|
Aug 28, 2020 |
|
060 Five Reasons To Talk About Healthcare First With Your Clients With Jack Towarnicky
|
Aug 21, 2020 |
|
059 Mastering Money For The Masses With Norm Champ
|
Aug 14, 2020 |
|
058 Stop Barfing Meaningless Cliches on Your Prospects With Sara Grillo
|
Aug 07, 2020 |
|
057 Sales May Be Down, But The Annuity Industry Will Bounce Back With Sheryl Moore
|
Jul 31, 2020 |
|
056 Lessons In Virtual Advising from Canada With Marc Lamoureux
|
Jul 24, 2020 |
|
055 Change Is Not New In The Annuity Industry With Kerry Pechter
|
Jul 17, 2020 |
|
054 The Case for More Female Advisors With Sheila Jelinek and Suzanne Norman
|
Jul 10, 2020 |
|
053 The Future Of Annuities and the Fate Of Our Industry With Bruno Caron
|
Jul 03, 2020 |
|
052 Using Homes to Create Income in Retirement With Don Graves
|
Jun 26, 2020 |
|
051 Building Income Protection Beyond Age 90 with Blair Baldwin
|
Jun 19, 2020 |
|
050 Building a Modern Annuity Business with Cathy Dewitt Dunn
|
Jun 12, 2020 |
|
049 Life Happens - And Really Matters in 2020 With Faisa Stafford
|
Jun 05, 2020 |
|
048 How Will The Annuity Landscape Change This Year with Michelle Richter
|
May 29, 2020 |
|
047 Finding hope, simplicity and stability with Joe Jordan
|
May 22, 2020 |
|
046 Rethinking Work And Life With Norm Trainor
|
May 15, 2020 |
|
045 Adapting to Disruption and Other Lessons from Emerging Markets With Angus Shillington
|
May 08, 2020 |
|
044 Scrap the 4% Rule - Wade Pfau Says To Use 2.2%
|
May 01, 2020 |
|
043 Looking Back At Our Predictions
|
Apr 24, 2020 |
|
042 Could COVID-19 Stress The Social Security System? With Mary Beth Franklin
|
Apr 17, 2020 |
|
041 Helping Clients Navigate Chaos While Creating New Value For Your Practice With H. Adam Holt
|
Apr 10, 2020 |
|
040 Real Time View of Annuity Sales
|
Apr 03, 2020 |
|
039 How To Tactfully Talk About Income Guarantees in Terrible Times
|
Mar 27, 2020 |
|
038 Top Considerations for Sales in a Virtual World
|
Mar 20, 2020 |
|
037 Coronavirus, Annuities, & Bonds With Chris White
|
Mar 13, 2020 |
|
036 The Coronavirus And Annuities
|
Feb 28, 2020 |
|
035 You Can Get The Income That You Want
|
Feb 14, 2020 |
|
034 Build a Bond Portfolio or Buy an Annuity?
|
Jan 31, 2020 |
|
033 Can the UBI Debates Advance The Annuity Dialogue?
|
Jan 24, 2020 |
|
032 SECURE Act - Day 2
|
Jan 17, 2020 |
|
031 Our Best Predictions for 2020
|
Jan 10, 2020 |
|
030 Looking Back at 2019
|
Jan 03, 2020 |
|
029 Will the SECURE Act finally pass
|
Dec 20, 2019 |
|
028 How will California's CCPA change annuity marketing?
|
Nov 22, 2019 |
|
027 Ramsey Smith on Annuity Careers
|
Nov 15, 2019 |
|
026 Creating Retirement Planning Leads
|
Nov 08, 2019 |
|
025 Annuity Index Illustrations - About More Than Just Highs and Lows?
|
Nov 01, 2019 |
|
024 InsureTech Connect 2019
|
Oct 04, 2019 |
|
023 Accumulation Annuities and Option Budgets
|
Sep 13, 2019 |
|
22 FIA Industry Sales Jump 17% in Q2 2019
|
Aug 30, 2019 |
|
021 Ramsey Smith, Founder of Alex.fyi
|
Aug 23, 2019 |
|
020 Sequence of Returns
|
Aug 16, 2019 |
|
019 Lower Interest Rates and Client Conversations
|
Aug 09, 2019 |
|
018 Really Getting to Know Your Client...on an Emotional Basis
|
Aug 02, 2019 |
|
017 15-minute update on SECURE Act, Reg BI, and new suitability regs
|
Jul 26, 2019 |
|
016 How to master the new wave of accumulation FIAs
|
Jul 19, 2019 |
|
015 Have you helped your clients build a great retirement savings nest egg?
|
Jul 05, 2019 |
|
014 Best Product for Retirement Income: Life Insurance or Annuities?
|
Jun 28, 2019 |
|
013 What do horror movies and insurance regulation have in common?
|
Jun 24, 2019 |
|
012 Many people spend more time planning for vacation than retirement
|
Jun 14, 2019 |
|
011 Congress to our retirement rescue
|
Jun 07, 2019 |
|
010 Why are annuities on the rise?
|
May 24, 2019 |
|
009 When is a plan, actually a plan?
|
Apr 12, 2019 |
|
008 Dentists, Death & Annuities
|
Apr 05, 2019 |
|
007 Low Interest Rates and the MYGA Option
|
Mar 29, 2019 |
|
006 2019: The Need for Predictable Income Will Only Grow
|
Mar 22, 2019 |
|
005 When is a 0% Loss Better Than a 20% Gain?
|
Mar 15, 2019 |
|
004 Putting a Friendlier Face on Annuities
|
Mar 08, 2019 |
|
003 Ways to Ride the Market Roller Coaster In Retirement
|
Mar 01, 2019 |
|
002 Caps, Participation Rates and Retirement
|
Mar 01, 2019 |
|
001 Introduction
|
Feb 25, 2019 |