Podcast

Episode 126: Delivering Retirement Education and Innovation as a Service With Carson Hewett and Jon Rosborough

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Knowledge is power, especially when it comes to money, savings, and planning for retirement. Today we’re joined by Carson Hewett, Manager of Strategic Partnerships at Everfi and Jon Rosborough, Financial Professional Program Director for the Alliance for Lifetime Income. Live at the Rolling Stones concert in Atlanta, we talk about the great work both organizations are doing to help bring education to kids and adults.

Links mentioned in today’s show:

https://everfi.com/

https://www.protectedincome.org/

https://www.protectedincome.org/for-financial-professionals/

Do you want to get regular updates on news from Carson, Jon, and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 126: Delivering Retirement Education and Innovation as a Service With Carson Hewett and Jon Rosborough
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Episode 125: Earning Higher Safe Interest On Your Saving With Michael Nelskyla

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Can a fintech solution help your clients keep their cash safe but potentially grow it? Today we talk with Michael Nelskyla, founder and CEO of SAVE about his solution. Michael was a pioneer in creating custom indices for insurance products and will talk about the overlap in customer needs and expectations will change in the future.

Links mentioned in today’s show:

https://joinsave.com/ref/N8499ED

 

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 125: Earning Higher Safe Interest On Your Saving With Michael Nelskyla
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Episode 124: Telling the PG-Rated Story About The Retirement Crisis With Doug Orchard

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Prior guests on the show have expressed a desire for someone to objectively talk about the retirement crisis and the positive role annuities can play in solving it. That person has arrived. Today, we talk with Doug Orchard, an independent film maker who is about to release “The Baby Boomer  Dilemma” at a theater near you. And our guest host this week is none other than Bruno Caron.

Links mentioned in today’s show: http://dougorchard.com/wp/

Do you want to get regular updates on news from Doug and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 124: Telling the PG-Rated Story About The Retirement Crisis With Doug Orchard
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Episode 123: Getting Your Web and Social Presence Right With Robert Knop

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What’s the first thing we do today when we’re about to meet with someone for the first time? We Google them.

What do your clients find when they Google you? More often than not, your profile on major social media platforms like LinkedIn will come up before your own website.

Today, Robert Knop, CEO of Assist You Today, joins us to talk about the steps you should take to put your best foot forward in your potential client’s search results.

Links mentioned in today’s show:

https://www.linkedin.com/in/robertknop/

Do you want to get regular updates on news from Robert and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 123: Getting Your Web and Social Presence Right With Robert Knop
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Episode 122: Getting Smart About Medicare Options With Ryan McMillan

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Brace yourself for another few months of continual Medicare ads on television during open enrollment. I can almost guarantee these ads will cause one of your clients to call you with questions about their coverage. Can you answer the question?

Today’s guest is Ryan McMillan, Vice President of Sales for Senior and Individuals at Bankers Fidelity Life Insurance Company.  Ryan will prepare you to at least help your client ask better questions this year and help them sort through a wide range of options.

Do you want to get regular updates on news from Ryan and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 122: Getting Smart About Medicare Options With Ryan McMillan
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Episode 121: Helping Life Insurance Agents Explain Annuities with Jeff Affronti

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Many older clients who need life insurance can also benefit from annuities. However, many life insurance agents feel they lack the expertise to integrate annuities into a comprehensive plan.

Today, Jeff Affronti, President of FSD Financial Services shares his thoughts on how to best help life insurance agents identify opportunities for annuities and effectively present solutions to their clients.

Do you want to get regular updates on news from Jeff and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

Thank you to our show sponsors; The Index Standard!

Fixed Index Annuities and RILAs are getting more complex and technical just when fiduciary rules are getting stricter. How do you choose the right index and allocate to them? The Index Standard is your answer. They are an independent provider ratings and forecasts on all indices and ETFs used in the US insurance space. Their process is systematic and unbiased, identifying robust and well-designed indices. We all know finance is complex and The Index Standard has a clear ratings system and uses approachable language to demystify this complexity. Visit theindexstandard.com for more information.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 121: Helping Life Insurance Agents Explain Annuities with Jeff Affronti
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Episode 120: Riding the RILA Wave with David Hanzlik

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Registered Index-Linked Annuities or RILAs have taken the broker-dealer market by storm over the past several years. David Hanzlik, Vice President, Annuity and Retirement Solutions at CUNA Mutual joins us to reflect on the recent growth of the product and how it may evolve over the next 2 years.

Do you want to get regular updates on news from David and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

Thank you to our show sponsor; CUNA Mutual!

Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company that believes a brighter financial future should be accessible to everyone. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society. For more information, visit cunamutual.com/annuities.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 120: Riding the RILA Wave with David Hanzlik
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Episode 119: Creating Authenticity, Innovation & Empathy In Insurance with Maria Ferrante-Schepis

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How can insurance carriers build an empathetic relationship with policyholders? How do we drive innovation in a stressful time within our companies and practices? Industry veteran Maria Ferrante-Schepis joins us today to share her view of the present and her hope for the future of the business. We hope you enjoy the show.

Links mentioned in the show:

Maria’s LinkedIn profile:
https://www.linkedin.com/in/maria-ferrante-schepis-03b4031b/

Flirting With The Uninterested: Innovating In A “Sold, Not Bought” Category:
https://www.amazon.com/Flirting-Uninterested-Innovating-Bought-Category/dp/1599323699/ref=sr_1_1?dchild=1&qid=1632963818&refinements=p_27%3AMaria+Ferrante-Schepis&s=books&sr=1-1

Maddock Douglas:
https://www.maddockdouglas.com/our-team/maria-ferrante-schepis

Do you want to get regular updates on news from Maria and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 119: Creating Authenticity, Innovation & Empathy In Insurance with Maria Ferrante-Schepis
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Episode 118: Finding Meaning and Making Money with H. Adam Holt

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Today, we catch up with one of our first guests, H. Adam Holt, CEO of Asset-Map to discuss a wide variety of topics. He gives us a sneak peek of an algorithm his firm will release that will find the hidden gaps in your clients’ retirement plans. We also talk about the commitment that Adam and his firm have made to supporting diversity and inclusion in the retirement advice platform ecosystem. We hope you enjoy the show.

Links mentioned in the show:

Adam’s company:
https://www.asset-map.com/

Adam and Derek’s podcast:
https://rethinkfinancialadvisorpodcast.blubrry.net/2021/07/01/1-rethink-change-is-coming/

Do you want to get regular updates on news from Adam and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

Thank you to our show sponsor, The Index Standard!

Fixed Index Annuities and RILAs are getting more complex and technical just when fiduciary rules are getting stricter. How do you choose the right index and allocate to them? The Index Standard is your answer. They are an independent provider ratings and forecasts on all indices and ETFs used in the US insurance space. Their process is systematic and unbiased, identifying robust and well-designed indices. We all know finance is complex and The Index Standard has a clear ratings system and uses approachable language to demystify this complexity. Visit theindexstandard.com for more information.

 Watch

 Listen

Receive Updates



Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 118: Finding Meaning and Making Money with H. Adam Holt
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Episode 117: Matching Your Practice Model To Your Client’s Psychology with Wade Pfau and Alex Murguia

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Last week, we explored the psychology of building a retirement solution for a client that not only delivers results, but also adapts to the personality traits of your client. This week, in part 2 of our discussion, Dr. Wade Pfau and Dr. Alex Murguia explore how advisors and firms should change their engagement strategy and even their service offerings to meet the exact needs of each client.

Also, do you want to get regular updates on news about Wade, Alex and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show.

Links mentioned in this episode:

The Retirement Income Advisor Challenge on October 25 and 26 will allow advisors to learn more about what the RISA is, to take it, and to learn how they can incorporate it into their firms: http://risaprofile.com/challenge

Wade’s new book is the Retirement Planning Challenge. The RISA is discussed in Chapter 1:
https://www.amazon.com/Retirement-Planning-Guidebook-Navigating-Important/dp/194564009X/

General website for the RISA:
www.risaprofile.com/

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 117: Matching Your Practice Model To Your Client’s Psychology with Wade Pfau and Alex Murguia
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