Category: Podcast
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038 Top Considerations for Sales in a Virtual World
We’re living in a grand, unplanned experiment where we all need to conduct business without direct human contact. How will this impact annuity sales? …
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037 Coronavirus, Annuities, & Bonds With Chris White
Today, we continue our conversation on the how Covid-19 will impact the annuity market in 2020. We explore a number of very interesting threads in the…
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036 The Coronavirus And Annuities
The spread of the coronavirus has occupied all news broadcasts for the last several weeks. How could this health crisis impact the annuity market? Wil…
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035 You Can Get The Income That You Want
The Rolling Stones will sing retirement income this year with a second sponsorship annual sponsorship from the Alliance for Lifetime Income. But this …
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034 Build a Bond Portfolio or Buy an Annuity?
Ramsey, Mark, Will and Paul debate the pros and cons of taking a DYI approach to creating income in retirement. Connect with That Annuity Show at ht…
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033 Can the UBI Debates Advance The Annuity Dialogue?
Our regular guest, Ramsey Smith, founder and CEO of ALEX.fyi recently appeared on ABC and discussed a proposal for universal basic income, or UBI, wit…
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032 SECURE Act – Day 2
In many ways, the SECURE Act surprised many people in the industry. Over the last few weeks, many carriers, distributors and consultants have scramble…
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031 Our Best Predictions for 2020
Mark, Will, Paul and Ramsey Smith, founder and CEO of ALEX.fyi share their predictions for 2020. Bookmark this episode and hold them to the fire at th…
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030 Looking Back at 2019
Mark, Will and Paul take time on the last day of the year to look back at major events driving the annuity industry in 2019. Connect with That Annuity…
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029 Will the SECURE Act finally pass
Ramsey Smith, Founder and CEO of Alex.fyi joins us again as a guest to discuss the SECURE Act. Will it pass? What will it mean? Join our team as we fo…