Episodes

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  • Aidan Shue
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  • Fixed Indexed Annuities
  • Fraser Stark
  • Kim O'Brien
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  • Mark Chamberlain
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Episode 172: Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain – 1 of 2

The SECURE Act reinvigorated interest in expanding the market for in-plan annuities. However, we..

Episode 171: Helping Canadians Retire From Work, Not Life With Fraser Stark

Can a mutual fund create new income potential for investors by sharing mortality risk? The answer is “yes”, starting in…

Episode 170: The Future of Advice With Paul Blanco

What will the future of face-to-face distribution look like in the coming years? Today, we talk with Paul Blanco, Founder and CEO of Barnum Financial, about the future of advisors, insurance…

Episode 169: Should Interest Rate Changes Rewrite Retirement Product Recommendations with Dave Blanchett and Michael Finke

For those of us in the business, it feels like interest rates have…

Episode 168: The Year Of In-Plan Annuities with Matt Wolniewicz

Many people will experience shock when they open their 401(k) statements this year. Will the growing awareness of market risk open the doors for more…

Episode 167: Answering Social Security Questions in Today’s Environment with Martha Shedden

Social Security remains the starting point for many client conversations. It takes a lot of work to stay current with the…

Episode 166: Keeping Annuity Regulations Rational with Kim O’Brien

Kim O’Brien, Chief Executive Officer of the Federation of Americans for Consumer Choice joins us to talk about the new regs and court challenges…

Episode 165: How I Built this Practice from Facebook with Andy Panko

Learn how Andy Panko, owner and financial planner at Tenon Financial built a half million dollar a year practice starting with a private Facebook group…

Episode 164: You Can’t Solve Risk By Adding More Risk with David Macchia

Rising inflation and rising rates have created a challenging environment for retirees. At the same time, our industry is poised to offer significant protection.

Episode 163: The State of the Annuity Market Today with Todd Taylor

Todd Taylor, Head of Retail Annuities for New York Life, discusses the state of the industry and what we might expect the rest of the year.

Episode 162: Discovering Models and Indices with the Nasdaq Fund Network

Aidan Shue and Ben Jones with Nasdaq discuss discoverability and the needs and opportunities of an ever-increasingly digital world.

Episode 161: Product Innovation in The Future

Attendees representing industry decision-makers in insurtech, fintech, and retiretech gathered for the 1s annual Retiretech Forum.

Episode 160: Insurance to Help Care Givers With Tom Beauregard

What if we could purchase insurance that would help us and our caregivers navigate the process?

Episode 159: Making Sense of Your Clients’ 401(k) Lifetime Illustration Statements With Jack Towarnicky

Jack Towarnicky, HR, Total Rewards, Employee Benefits Subject Matter Expert joins us to explain the assumptions and the gaps in the mandatory disclosure.

Episode 158: Climbing Down The Financial Mountain With David Rosell

The proverb that it’s harder to climb down a mountain than go up is true in every sense of the word.

Episode 157: Let the Guaranty Fund Genie Out of the Bottle With Harry Stout and Bruce Saul

One of the biggest pain points in explaining annuities is describing the nature of the product guarantees.

SPECIAL EPISODE – From the Office of the Chief Investment Officer With David Czerniecki

Inflation, war and the risk of a recession is weighing heavily on everyone’s mind.

Episode 156: Selling Equity As New Way To Access The Value of Your Home In Retirement With David Shapiro

A home is typically one of the largest individual assets we must include in a retirement plan. However, it’s also one of the most illiquid ones.

Episode 155: The Social Security Sky Isn’t Falling with Kerry Pechter

In 2034 or 2035, the Social Security trust fund will be depleted. Much has been written about the significance of the event.

Episode 154: Disclosing Advisor Compensation with Sara Grillo and Scott Salaske

Almost everyone has a strong opinion today about the best way to get paid. At the end of day, we all agree the approach should best align to the client’s best interests.

Episode 153: How Did We Get Here With David Blanchett

It’s hard to believe we’re living in a world with high inflation, MYGA rates over 4%, and a stock market that feels like a Disney ride.

Episode 152: Helping The Constrained Investor Plan for Retirement With David Macchia

Too often, investment advisors may focus on “reverse dollar cost averaging” strategies for retirement planning and ignore longevity risk.

Episode 151: Restarting and Reinventing Seminars With Brad Swineheart

In person seminars ground to a halt in 2020. Now they are back – but probably forever changed.

Episode 150: Providing Lifetime Income When Annuities May Not Available With Richard Fullmer

How can companies and governments offer lifetime income for groups of employees or other individuals when annuities may not be available?

Episode 149: Planning for Rising Inflation and Changing Emotional Needs of Clients With Marguerita Cheng

Some elements of financial planning for retirement will not change – market risk, health risk, and lifestyle plans.

Episode 148: Planning for Very Long Happy Retirement With Steve Vernon

People are living longer. Much longer. How should that change how we plan for retirement?

Episode 147: Preparing for Life 2 With Don Ezra

Planning for retirement should not be just about figuring out how to pay the bills when the paychecks end

Episode 146: Your Marketing Must Go Digital With Greg Dinetz

Everything in marketing changed with the pandemic. If you don’t have a digital presence, you will not grow in the future.

Episode 145: Diving Deep into the Power of Annuities With Michael Finke

In this business, we have all heard about the ability of annuities to create a guaranteed income in retirement.

Episode 144: Charting a New Course for the Industry with Dave Levenson

What role should an industry association play to support the growth of the life insurance and annuity business?

Episode 143: When Should Your Client Pay Off The Mortgage With Jason Fichtner

Should your client pay off their mortgage as they head into retirement?

SPECIAL EPISODE – David Czerniecki Discusses Inflation Trends

Inflation is the topic of the day. How high will it go? How long will it last? Learn more here.

Episode 142: Everything You Wanted to Know About the Nasdaq-100 With Efram Slen and Mark Marex

Indices continue to proliferate inside fixed indexed annuities.

Episode 141: Diving Deeper Into The Qualified Default Investment Alternative Market With Tamiko Toland

Since the passage of the SECURE Act, we’ve all been talking a lot more about the institutional annuity market…

Episode 140: A Chat With The Father of 4% Percent Rule With William Bengen

In this That Annuity Show episode, we had the opportunity to…

Episode 139: What’s Different This Time When Saving For Retirement With Byron Boston

Yes, markets do run in repeating cycles. However, the best traders…

Episode 138: Sizing the Prize of Institutional Annuities with Martin Powell and Bruno Caron

Even converting a small share of the $7.3 trillion in assets in 401(k) …

Episode 137: Reducing the Risk of A Reduction in Social Security Benefits With David Duley

Few days go by without a mention in the media about the potential financial crisis…

Episode 136: Tackling Unconscious Bias with Martin Powell and Gina Riepel

How do we create more opportunities for people of color to experience the same rewards.

Episode 135: Helping People Find Purpose in Retirement with Joe Jordan

Why do we help people build retirement plans? To optimize cash flow? To minimize asset risk? Yes.

Episode 134: Picking Nouns or Verbs In Retirement Planning With Michelle Richter

Language is powerful. It’s exceptionally powerful in the highly regulated…

WealthManagement’s Fifteen Must-Listen Financial Podcasts Featuring That Annuity Show

The cast of That Annuity show is proud to…

Episode 132: Framing Retirement Planning Questions the Right Way With Jason Fichtner

Someone once told me that finding an…

Episode 131: Don’t Forget About Hidden Home Values When Planning For Retirement With Don Graves

Retirement planning conversations can…

Episode 130: Navigating The New Regulatory Standards with Hayley Maldonado and Eric Marhoun

How should the industry successfully navigate the…

Episode 129: Finding Purpose in Retirement with Gary Sirak

Yes, building a retirement plan can feel daunting. However, do you really have a good plan if you don’t have a purpose?

Episode 128: Spreading The Truth About Annuities with Cyrus Bamji

Remember the popular “Got Milk” and “The Other White Meat” slogans?

Episode 127: Meeting the Health Care Needs of Seniors In A Changing Market With Jesse Slome

Any conversation about retirement ultimately revolves around health care…

Episode 126: Delivering Retirement Education and Innovation as a Service With Carson Hewett and Jon Rosborough

Live from the Rolling Stones concert in Atlanta, Georgia…

Episode 125: Earning Higher Safe Interest On Your Saving With Michael Nelskyla

Can a fintech solution help your clients keep their cash safe and grow it…

Episode 124: Telling the PG-Rated Story About The Retirement Crisis With Doug Orchard

We talk with Doug Orchard, who is about to release “The Baby Boomer  Dilemma”…

Episode 123: Getting Your Web and Social Presence Right With Robert Knop

What’s the first thing we do today when we’re about to meet with someone for the first time?

Episode 122: Getting Smart About Medicare Options With Ryan McMillan

Brace yourself for another few months of continual Medicare ads on television during open enrollment.

Episode 121: Helping Life Insurance Agents Explain Annuities with Jeff Affronti

Many older clients who need life insurance can also benefit…

Episode 120: Riding the RILA Wave with David Hanzlik

Registered Index-Linked Annuities or RILAs have taken the broker-dealer market by storm over the past several years

Episode 119: Creating Authenticity, Innovation & Empathy In Insurance with Maria Ferrante-Schepis

How can insurance carriers build an empathetic relationship with…

Episode 118: Finding Meaning and Making Money with H. Adam Holt

H. Adam Holt, CEO of Asset-Map, discusses a wide variety of topics…

Episode 117: Matching Your Practice Model To Your Client’s Psychology with Wade Pfau and Alex Murguia

Explore how advisors and firms should change their…

Episode 116: Finding Retirement Solutions That Stick with Wade Pfau and Alex Murguia

What makes a retirement recommendation not only…

Episode 115: Building Real Policyholder Relationships with Molly Black

Carriers spend a lot of time talking about building strong policyholder…

Episode 114: We Love Annuities with Sheryl Moore

Summer is almost over. What’s the outlook for the annuity industry as we head back…

Episode 113: Income Allocation Planning with Jerry Golden

How do you create more income with less market risk and lower fees and income taxes…

Episode 112: Medicare ABGFs with Terence Martin

Healthcare typically is the biggest expense facing retirees. However, can you help you help your clients navigate the…

Episode 111: Know Your Client’s Personality To Provide Better Advice with Dr. Preston Cherry

The regulators make us attest we know our clients…

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…

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