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 Latest Podcast:

Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain – 1 of 2

The SECURE Act reinvigorated interest in expanding the market for in-plan annuities.  Read more

Latest Episodes

Episode 172: Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain – 1 of 2

The SECURE Act reinvigorated interest in expanding the market for in-plan annuities. However, we..

Episode 171: Helping Canadians Retire From Work, Not Life With Fraser Stark

Can a mutual fund create new income potential for investors by sharing mortality risk? The answer is “yes”, starting in…

Episode 170: The Future of Advice With Paul Blanco

What will the future of face-to-face distribution look like in the coming years? Today, we talk with Paul Blanco, Founder and CEO of Barnum Financial, about the future of advisors, insurance…

Episode 169: Should Interest Rate Changes Rewrite Retirement Product Recommendations with Dave Blanchett and Michael Finke

For those of us in the business, it feels like interest rates have…

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Hosts

 Paul Tyler

Paul Tyler

 Ramsey Smith

Ramsey Smith

 Mark Fitzgerald

Mark Fitzgerald

 Bruno Caron

Bruno Caron