Category: Podcast
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058 Stop Barfing Meaningless Cliches on Your Prospects With Sara Grillo
In today’s virtual world, authentic communication creates real connections with your prospects. Ho hum content makes them unsubscribe. Sara Grillo won…
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057 Sales May Be Down, But The Annuity Industry Will Bounce Back With Sheryl Moore
Sheryl Moore, Chief Storyteller of Wink, Inc. and industry guru joins us to talk about the state of the annuity market. Yes, sales are down. But Shery…
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056 Lessons In Virtual Advising from Canada With Marc Lamoureux
Marc Lamoureux, CEO of Veriday, shares his perspective on the opportunities the pandemic has created for virtual advising. He has over thirty years of…
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055 Change Is Not New In The Annuity Industry With Kerry Pechter
Kerry Pechter, Editor of the Retirement Income Journal brings his unique perspective as journalist, author, industry executive, and entrepreneur to th…
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054 The Case for More Female Advisors With Sheila Jelinek and Suzanne Norman
Sheila Jelinek and Suzanne Norman join us today from Milliman to discuss a recent paper they wrote entitled, “The Case for More Female Advisors”. Advi…
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053 The Future Of Annuities and the Fate Of Our Industry With Bruno Caron
Bruno Caron, Senior Financial Analyst at AM Best Company, shared with us his unique perspective on product design and the health of our industry. Brun…
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052 Using Homes to Create Income in Retirement With Don Graves
Don Graves, Principal of HECM Advisors Group, joins us today to discuss how both annuities and reverse mortgages can create more opportunities for ret…
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051 Building Income Protection Beyond Age 90 with Blair Baldwin
Blair Baldwin, Founder and General Manager of AgeUp, introduces us to his company’s first annuity just recently released to the public. It effectively…
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050 Building a Modern Annuity Business with Cathy Dewitt Dunn
Today, we talk strategies, trends and client needs with Cathy DeWitt Dunn, a pioneer in the digital advice arena. Connect with Cathy DeWitt Dunn: W…
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049 Life Happens – And Really Matters in 2020 With Faisa Stafford
Faisa Stafford, President and CEO of Life Happens joins us today to discuss the rise in awareness of the need for insurance in 2020. She talks about t…