Tag: Annuities
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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…
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036 The Coronavirus And Annuities
The spread of the coronavirus has occupied all news broadcasts for the last several weeks. How could this health crisis impact the annuity market? Wil…
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035 You Can Get The Income That You Want
The Rolling Stones will sing retirement income this year with a second sponsorship annual sponsorship from the Alliance for Lifetime Income. But this …
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034 Build a Bond Portfolio or Buy an Annuity?
Ramsey, Mark, Will and Paul debate the pros and cons of taking a DYI approach to creating income in retirement. Connect with That Annuity Show at ht…
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033 Can the UBI Debates Advance The Annuity Dialogue?
Our regular guest, Ramsey Smith, founder and CEO of ALEX.fyi recently appeared on ABC and discussed a proposal for universal basic income, or UBI, wit…
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030 Looking Back at 2019
Mark, Will and Paul take time on the last day of the year to look back at major events driving the annuity industry in 2019. Connect with That Annuity…
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028 How will California’s CCPA change annuity marketing?
Anthony LaRosa, a digital marketing veteran, joins Mark, Will and Paul to talk about the potential impact of California’s Consumer Privacy Act, or CCP…
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027 Ramsey Smith on Annuity Careers
Are you considering switching careers? Should you consider becoming an independent annuity agent? Ramsey Smith, founder and CEO of Alex.FYI discusses …