Category: Podcast
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018 Really Getting to Know Your Client…on an Emotional Basis
Mark discusses a recent study released by Cetera Financial Group that segments retirement planning clients by personality type. It should came as no s…
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017 15-minute update on SECURE Act, Reg BI, and new suitability regs
Summer should be for hanging out at the beach and reading a book. This year, advisors in the retirement planning market should probably slip a few reg…
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016 How to master the new wave of accumulation FIAs
We have witnessed an explosion of choices for advisors focused on providing their clients with accumulation-oriented fixed indexed annuities. How shou…
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015 Have you helped your clients build a great retirement savings nest egg?
Have you helped your clients build a great retirement savings nest egg? Gordon Sylvester, head of GamePlan’s life insurance and fixed indexed annuity …
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014 Best Product for Retirement Income: Life Insurance or Annuities?
In today’s episode, we debate what is the best product to meet your client’s retirement income needs – life insurance or annuities? Both have the abil…
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013 What do horror movies and insurance regulation have in common?
What do horror movies and insurance regulation have in common? Just when you think the monster has been killed, the last scene hints that the horror …
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012 Many people spend more time planning for vacation than retirement
How many of your clients have spent more time planning their vacation than their retirement? Probably even more than we think. In today’s show, we cov…
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011 Congress to our retirement rescue
How many times have all of us in the annuity business wished Congress would help address the retirement crisis? Well it looks like they may actually d…
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010 Why are annuities on the rise?
In the news – In an “InsuranceNewsNet” article LIMRA predicts that while both income-focused annuity product sales and accumulation-focused annuity p…
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009 When is a plan, actually a plan?
In the news – In “The Motley Fool,” Selena Maranjian outlines what critical factors are necessary to research if you are planning to retire this year….