Category: Podcast
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166 – Keeping Annuity Regulations Rational with Kim O’Brien
As is often the case in this industry, what is new is old. Today, we’re seeing regulation re-emerge that the industry successfully challenged over 10 …
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165 How I Built This Practice From Facebook with Andy Panko
We usually have a good idea of where our interviews will head. However, sometimes we discover a more interesting story the longer we talk. That happen…
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164 – You Can’t Solve Risk By Adding More Risk with David Macchia
Rising inflation and rising rates have created a challenging environment for retirees. At the same time, our industry is poised to offer significant p…
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163 – The State of the Annuity Market Today with Todd Taylor
The annuity industry reported record sales in the first half of this year. Leading the pack was none other than New York Life. Today, we meet Todd Tay…
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162 – Discovering Models and Indices with the Nasdaq Fund Network
If you can’t find the price of an asset, model, or index, does it really exist? If it’s on the Nasdaq Fund Network you know it does and you know the p…
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Rerelease: 113 We Love Annuities with Sheryl Moore
Today, we look back to exactly one year ago when we met with Sheryl Moore to discuss the landscape of the annuity industry. How much has changed? Hav…
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Rerelease: Creating Happiness For Your Clients with Tom Hegna
This week, we revisit an impactful and very relevant episode from this past year. Join us as we hear from our friend, and renowned retirement expert, …
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161 – Retirement Product Innovation in The Future
This summer, Nassau Re/Imagine hosted the first annual Retiretech Forum. Nearly 100 attendees representing industry decision-makers, and insurtech, fi…
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160 – Insurance to Help Care Givers With Tom Beauregard
Most of us will need long term care at some point in our life. What if we could purchase insurance that would help us and our caregivers navigate the …
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159 – Making Sense of Your 401(k) Lifetime Illustration Statement With Jack Towarnicky
You will probably receive a statement by the end of the month from your 401(k) provider that includes a Lifetime Income Illustration. What does the pr…