Tag: Annuities
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052 Using Homes to Create Income in Retirement With Don Graves
Don Graves, Principal of HECM Advisors Group, joins us today to discuss how both annuities and reverse mortgages can create more opportunities for ret…
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051 Building Income Protection Beyond Age 90 with Blair Baldwin
Blair Baldwin, Founder and General Manager of AgeUp, introduces us to his company’s first annuity just recently released to the public. It effectively…
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050 Building a Modern Annuity Business with Cathy Dewitt Dunn
Today, we talk strategies, trends and client needs with Cathy DeWitt Dunn, a pioneer in the digital advice arena. Connect with Cathy DeWitt Dunn: W…
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048 How Will The Annuity Landscape Change This Year with Michelle Richter
Michelle Richter, Managing Director of Retirement Enhancement Solutions at Milliman, joins us to share her insight on changes in product, distribution…
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047 Finding hope, simplicity and stability with Joe Jordan
Industry legend Joe Jordan joins us today to talk about surviving and thriving through the current pandemic. Now is the time for agents and advisors t…
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044 Scrap the 4% Rule – Wade Pfau Says To Use 2.2%
Wade Pfau, the founder of Retirement Researcher and the Professor of Retirement Income at , joins us today. We discuss the problems with using a 4% a…
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040 Real Time View of Annuity Sales
Annuity agents have received a stream of announcements from carriers and state regulators over the last two weeks. How has this impacted sales? Get a …
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039 How To Tactfully Talk About Income Guarantees in Terrible Times
If you purchased or sold an annuity before February you should be dancing in the street. Anyone who is remotely considering purchasing an annuity sho…
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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…