Tag: Annuities
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222 – Bridging the Gap: Annuities in Retirement Planning
Join hosts Paul Tyler, Tisa Rabun-Marshall, Bruno Caron, Ramsey Smith, and guest Graham Clark from Alex Income as they delve into the pivotal role ann…
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221 – Navigating Retirement Futures: Unveiling the Investment Horizons of 2024
In this episode, we delve into the dynamic landscape of annuities and retirement markets, exploring the promising opportunities of 2024 amidst the evo…
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218 – Annuities and The Income Path with Tamiko Toland and Michael Finke
Tamiko Toland and Michael Finke join us today as founders of Income Path. Income Path is a tool that visualizes retirement income paths and the impact…
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217 – The Peak 65 Zone Is Here With Jason Fichtner
217 – The Peak 65 Zone Is Here With Jason Fichtner Jason Fichtner, Chief Economist, Bipartisan Policy Center & Executive Director, Retirement Income I…
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214 – How The Annuity Industry Will Continue to Evolve With Andy Unkefer
Summary Andrew Unkefer, an industry legend joins us to talk about the importance of relationships in the industry, the impact of technology, the futur…
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212 – Navigating New Proposed DOL Rules With Michelle Richter-Gordon
Summary In this episode, Paul Tyler and his guests discuss the Department of Labor’s new rules and their implications for insurance agents. They explo…
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211 – The Future Shape of Annuities Distribution With James Wong
Summary James Wong, our guest today, shares his perspective on the future of annuity distribution. The main takeaway…build strong relationships today …
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210 – Using Behavioral Finance To Strengthen Your Practice With Marshall Heitzman
Summary In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall interview Marshall Heitzman, VP of Advanced Planning Consulting at …
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209 – Crossing MYGAs and FIAs With Bobby Samuelson
Summary In this episode of That Annuity Show, Bobby Samuelson, President of Life Innovators, discusses the current state of the annuity market and the…
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208 – Improving the #AnnuityUX in 2024 With David Hanzlik
“208 – Improving the #AnnuityUX in 2024 With David Hanzlik” Summary In this episode, Paul Tyler, Ramsey Smith, and Dave Hanzlik discuss the annui…