Tamiko Toland

Episode 101: One Of These SPIAs Is Not Like The Others With Tamiko Toland

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You may be one of those who says a SPIA is just a SPIA. Just don’t say that in front of Tamiko Toland, Head of Research At CANNEX. In today’s show, Tamiko talks about the wide variety of SPIAs available on the market. And, she discusses how we need to place them thoughtfully inside the financial plans of our clients. We also cover a few other unordinary topics like the need for better product packaging, digital currency, and blockchain. Join us for the conversation today.
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Follow Tamiko and CANNEX on YouTube at https://www.youtube.com/channel/UC7ndFrYfCvLCT9RUI9K4Igw.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 101: One Of These SPIAs Is Not Like The Others With Tamiko Toland
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Episode 85: Framing The Retirement Discussion With Tamiko Toland

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A recent study suggests that starting a conversation about equity market risk may not be an effective way to start a dialogue about annuities. Learn more about the research from Tamiko Toland, Director of Retirement Markets at CANNEX Financial.

 

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 85: Framing The Retirement Discussion With Tamiko Toland
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