Category: Podcast
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068 Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel
Learn how to build better connections with clients and their family, make complicated concepts simpler, and conduct more business over a camera on the…
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067 Plotting A New Future For Insurance With Nick Gerhart
Nick Gerhart, insurance executive, regulator, innovator and champion for positive change joins us today to discuss the outlook for consumers, products…
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066 Uncovering New Risks in Retirement With Jamie Hopkins
Jamie Hopkins, Managing Director of Carson Coaching and Director of Retirement Research for the Carson Group, joins us to talk about how the pandemic …
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065 Discovering Your Retirement “Safe” Word with Lindsay Goldwert
Lindsay Goldwert, Editor-in-Chief of Zeta, successful podcast host, joins us on our podcast today. We talk about how to make people feel safe about op…
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064 Making Sense of Sometimes Nonsensical Legislation with Jeff Levine
Jeff Levine, self-confessed “nerd of nerds” walks us across the retirement legislative battlefield that agents and advisor must cross today. Trust us …
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063 Become a “Referable” Agent or Advisor With Better Social Security Planning With Ash Ahluwalia
at joins us to talk about the importance of planning for Social Security distributions before you actually retire. Too many times, people only solve …
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062 Building An Income Distribution Plan with Sheryl O’Connor & Wealth Conductor
How do you actually build, manage and monitor an income distribution plan for your client? The founders of , Sheryl O’Connor, Phillip Lubinsky, and To…
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061 Emerging Innovation in Annuities with George Castineiras
George Castineiras, Principal at Brewer Lane Ventures, joins us to discuss product innovation, workplace marketing, and emerging businesses in the ret…
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060 Five Reasons To Talk About Healthcare First With Your Clients With Jack Towarnicky
Ads for retirement planning typically focus on boats and vacations. In reality, the first concern in retirement should be funding healthcare. Jack Tow…
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059 Mastering Money For The Masses With Norm Champ
Today’s virtual advisor model creates a new opportunity to educate more people than ever about basic financial concepts. We explore both challenges an…