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Pushing the Frontiers of Digital Insurance with Josh Elohim and Reid Tattersall

We know both consumers and agents want and expect a different buying experience today. Read more

Latest Episodes

Episode 185: Pushing the Frontiers of Digital Insurance with Josh Elohim and Reid Tattersall

We know both consumers and agents want and expect a different buying experience today. The industry has made…

Episode 183: Banning Monte Carlo Simulations & More With David Macchia

Do Monte Carlo simulations cause more harm than good? David Macchia, Retirement Income Strategist, Entrepreneur, and Founder of Wealth2k explores…

Episode 182: Make 70 Your 100, Save 20, Give Away 10 With Dale Alexander

We have spent a lot of time talking about rules of thumbs for managing saving in retirement. However, what are the rules we should be giving to our kids for…

Episode 181: Diversification Isn’t a Risk Management Plan Anymore with David Lau

The use of annuities by RIAs continues to grow. David Lau, one of the leading pioneers in the space, joins us today. David is…

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Hosts

 Paul Tyler

Paul Tyler

 Ramsey Smith

Ramsey Smith

 Mark Fitzgerald

Mark Fitzgerald

 Tisa Rabun-Marshall

Tisa Rabun-Marshall

 Bruno Caron

Bruno Caron

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