Episodes

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Episode 110: Creating Happiness For Your Clients with Tom Hegna

How can we create more happy retirement planning clients?

Episode 109: Using and Improving Your RISE Score On The Way to Retirement with Sheila Jelinek and Peter Sun

When planning for retirement…

Episode 108: The Next Five Years In The Business Will Be Thrilling with Jim Kerley

The next few years promise to bring more change…

Episode 107: Finding Extra Savings Through Better Social Security Planning With Jack Sharry

Fixed Indexed Annuities in the…

Episode 106: Getting Ready to Step Out on the Risk Spectrum with Byron Boston

Are you ready to take a step…

Episode 105: Finding Higher & Safer Interest Rates With Gary Zimmerman

What prevents clients from earning higher interest …

Episode 104: Adapting Our Annuity Business to Changing Regulations, Markets, and Consumers

Can we learn what may lie…

Episode 103: Confidently Sorting Through a Sea of Indices With Laurence Black

Fixed Indexed Annuities in the U.S. market now offer…

Episode 102: Readying RIAs to Effectively Offer Annuities (And Many Other Topics) With Michelle Richter

The need for change in how…

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

Tamiko talks about the wide variety of SPIAs available on the…

Episode 100: Finding Continued Purpose In Changing Market With Joseph Jordan

In an annuity market driven by indices…

Episode 99: Inventing the Tradable VIX – Figuring Out How to Open the Sealed Coke Can For Investors With Devesh Shah

The CBOE was founded in…

Episode 98: Aligning All Interests – The Client, The Advisor and the Company With Yale Bock

How do independent investment…

Episode 97: From the Iron Curtain To Online Annuity Illustrations With David Novak

We all have our own unique story…

Episode 95: Can You Get What You Want In Retirement With Cyrus Bamji and Colin Devine

Cyrus Bamji and Colin Devine…

Episode 94: Obsess About The Retirement Planning Conversation, Not The Tools with Curtis Cloke

We’re living in remarkable…

Episode 93: Sometimes Even The Harshest Critics Like Our Products With Ethan Schwartz

Annuities are insurance…

Episode 92: Educating Students & Clients In A Stressed World With Matt Carey of Blue Spark

How does one educate…

Episode 91: Television, Trust, & Tenacity with Josh Mellberg

Pioneering a new way to sell annuities to the public…

Episode 90: How Will Private Equity Reshape The Retirement Industry With Scott Hawkins of Conning?

How Will Private Equity…

Episode 89: Retirement Planning And The Role of Life Insurance

Should every advisor ask their client the “mortality question”…

Episode 88: Virtual Planning Goes Permanent with David Wright

Yes, parts of the country are fortunately beginning to…

Episode 87: Turning Your Practice Into a Lamborghini With Derek Notman

Your practice can’t be defined by a zip code in today’s digital age…

Episode 86: How To Retire With Strength With Bruno Caron

How do retirees juggle between between the many…

Episode 85: Framing The Retirement Discussion With Tamiko Toland

A recent study suggests that starting a conversation…

Episode 84: Saving the “Lost Generation” Of Near Retirees With Siavash Radpour

For people ages 55 to 65, the pandemic presents…

Building a Vision of a Better Future Self in a Very Stressed World

Should every advisor ask their client the “mortality question”…

Episode 83: Why Only 7% Of Retirement Assets Sit In Annuities With David Hanzlik

If annuities can solve the critical problem of…

Creating Online Security for Seniors and Their Savings

How do retirees juggle between between the many…

Episode 82: Maybe Politics Won’t Really Impact The Market With Charles Sizemore

We think the elections have…

Episode 81: Predicting The Year Ahead With David Blanchett

What will 2021 bring to the retirement planning…

Episode 80: Navigating Planning For Generations With Rita Cheng

Two weeks ago, we talked about the macro economic…

Episode 79: Separating Policy Noise From News With Barbara Matthews

Changes in federal laws – the CARES Act…

Episode 78: Managing The Stresses Of The Sandwich Generation With Milliman

Have your prepared your clients for retirement…

Episode 77: Syncing Your Message With Your Market With Marie Swift

We all need to reconnect with clients…

Episode 76: Making Sense Of Business News For Your Clients With Jane King

How do you connect the dots with election…

Episode 74: Building Your Brand With Social Media With Debra Jasper

Do you used LinkedIn on a regular basis…

Episode 73: Grow Your Annuity Business Through Good Content With Teresa Leno

Can you find new business by sharing great…

Episode 72: Getting Your Financial Household In Order With Nancy Doyle

Do you have a go-back ready with…

Episode 71: Better Serving Your Female Clients With Kathleen Burns Kingsbury

Some of your most overlooked prospects…

Episode 70: Challenging Retirement Planning Assumptions And With Moshe Milevsky

Professor Moshe A. Milevsky, a finance professor…

Episode 69: Annuities Are Sold Not Bought And Other Debunked Myths With Matt Carey

Matt Carey, Co-Founder & CEO of Blueprint Income…

Episode 68: Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel

Matt Carey, Co-Founder & CEO of Blueprint Income…

Episode 67: Plotting A New Future For Insurance With Nick Gerhart

Nick Gerhart, insurance executive, regulator, innovator…

Episode 66: Uncovering New Risks In Retirement With Jamie Hopkins

Jamie Hopkins, Managing Director of Carson Coaching…

Episode 65: Discovering Your Retirement “Safe” Word With Lindsay Goldwert

Lindsay Goldwert, Editor-in-Chief of Zeta…

Episode 64: Making Sense Of Sometimes Nonsensical Legislation

Jeff Levine, self-confessed “nerd of nerds” walks us…

Episode 63: Become A “Referable” Agent Or Advisor With Better Social Security Planning

Ash Ahluwalia at OneTeam Financial joins us…

Episode 62: Building An Income Distribution Plan With Wealth Conductor

How do you actually build, manage and monitor…

Episode 61: Emerging Innovation In Annuities With George Castineiras

George Castineiras, Principal at Brewer Lane Ventures…

Episode 60: 5 Reasons To Talk About Healthcare First With Your Clients With Jack Towarnicky

Ads for retirement planning typically focus on…

Episode 59: Mastering Money For The Masses With Norm Champ

Today’s virtual advisor model creates a new…

Episode 58: Stop Barfing Meaningless Cliches On Your Prospects With Sara Grillo

In today’s virtual world, authentic communication creates…

Episode 57: Sales May Be Down, But The Annuity Industry Will Bounce Back With Sheryl Moore

Sheryl Moore, Chief Storyteller of Wink, Inc..

Episode 56: Lessons In Virtual Advising From Canada With Marc Lamoureux

Marc Lamoureux, CEO of Veriday, shares his perspective…

Episode 55: Change Is Not New In The Annuity Industry With Kerry Pechter

Kerry Pechter, Editor of the Retirement Income Journal…

Episode 54: The Case For More Female Advisors With Sheila Jelinek And Suzanne Norman

Sheila Jelinek and Suzanne Norman join us today…

Episode 53: The Future Of Annuities And The Fate Of Our Industry

Bruno Caron, Senior Financial Analyst at AM Best Company…

Episode 52: Using Homes To Create Income In Retirement

Don Graves, Principal of HECM Advisors Group…

Episode 51: Building Income Protection Beyond Age 90 With Ageup

Blair Baldwin, Founder and General Manager of AgeUp…

Episode 50: Building A Modern Annuity Business With Cathy Dewitt Dunn

Today, we talk strategies, trends and client needs…

Episode 49: Life Happens – And Really Matters In 2020 With Faisa Stafford

Faisa Stafford, President and CEO of Life Happens…

Episode 48: How Will The Annuity Landscape Change This Year With Michelle Richter

Michelle Richter, Managing Director of Retirement Enhancement…

Episode 47: Finding Hope, Simplicity And Stability With Joe Jordan

Industry legend Joe Jordan joins us today…

Episode 46: Rethinking Work And Life With Norm Trainor

Norm Trainor, founder and CEO of the Covenant Group…

Episode 45: Adapting to Disruption and Other Lessons from Emerging Markets With Angus Shillington

Angus Shillington, a long-time emerging markets equity expert…

Episode 44: Scrap The 4% Rule – Wade Pfau Says To Use 2.2%

Wade Pfau, the founder of Retirement Researcher…

Episode 42: Could Covid-19 Stress The Social Security System? With Mary Beth Franklin

Mary Beth Franklin, Contributing Editor at InvestmentNews…

Episode 41: Helping Clients Navigate Chaos While Creating New Value For Your Practice With H. Adam Holt

Today, H. Adam Holt, CEO of Asset-Map joins…

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