That Annuity Show

By Nassau Financial Group

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Category: Investing

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Subscribers: 3
Reviews: 0
Episodes: 281

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
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