Category: Podcast
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048 How Will The Annuity Landscape Change This Year with Michelle Richter
Michelle Richter, Managing Director of Retirement Enhancement Solutions at Milliman, joins us to share her insight on changes in product, distribution…
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047 Finding hope, simplicity and stability with Joe Jordan
Industry legend Joe Jordan joins us today to talk about surviving and thriving through the current pandemic. Now is the time for agents and advisors t…
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046 Rethinking Work And Life With Norm Trainor
Norm Trainor, founder and CEO of the Covenant Group joins us today to impart both some wisdom and advice on how to move your practice forward during t…
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045 Adapting to Disruption and Other Lessons from Emerging Markets With Angus Shillington
Angus Shillington, a long-time emerging markets equity expert, joins us to talk about disruption in markets by technology and external catalytic event…
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044 Scrap the 4% Rule – Wade Pfau Says To Use 2.2%
Wade Pfau, the founder of Retirement Researcher and the Professor of Retirement Income at , joins us today. We discuss the problems with using a 4% a…
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043 Looking Back At Our Predictions
Given the pandemic, we decided to shorten the distance of our own rear view mirror. Ramsey, Mark, Will and Paul look back on their predictions made in…
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042 Could COVID-19 Stress The Social Security System? With Mary Beth Franklin
Mary Beth Franklin, Contributing Editor at InvestmentNews, former senior editor at Kiplinger’s Personal Finance magazine and public speaker on Social …
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041 Helping Clients Navigate Chaos While Creating New Value For Your Practice With H. Adam Holt
Today, H. Adam Holt, CEO of Asset-Map joins us to talk about the company he founded to help clients visually understand their goals and how they will …
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040 Real Time View of Annuity Sales
Annuity agents have received a stream of announcements from carriers and state regulators over the last two weeks. How has this impacted sales? Get a …
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039 How To Tactfully Talk About Income Guarantees in Terrible Times
If you purchased or sold an annuity before February you should be dancing in the street. Anyone who is remotely considering purchasing an annuity sho…