Tag: Annuities
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194 – Finding New Ways To Speed Retirement Savings With Dario Fusato
It’s not often that people create new products that aren’t annuities to increase late-in-life income for seniors. It’s even rarer to design one intend…
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192 – A Recap of the Alliance for Lifetime Income Summit With David Macchia
Two weeks ago, the Alliance for Lifetime Income held a summit in Washington D.C. for its members. Ramsey Smith and our guest today, David Macchia part…
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190 – The State Of The Annuity Market With Scott Hawkins
Earlier this year, we hosted our second innovation in retirement event called Retiretech 2.0. Scott Hawkins, Managing Director and Head of insurance r…
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186 – Simplifying Market Exposure and FIA Indices with Josh Mellberg
Sometimes very basic questions can be hard to answer when it comes to annuities. One example – How much exposure does a specific vol-controlled index …
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181 – Diversification Isn’t a Risk Management Plan Anymore with David Lau
The use of annuities by RIAs continues to grow. David Lau, one of the leading pioneers in the space, joins us today. David is the founder and CEO of D…
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179 – Predicting the 2023 Balance Sheet for the Annuity Industry with Scott Hawkins
Last week we looked back at 2022. This week we’re looking ahead at 2023 with Scott Hawkins, Managing Director and Head of Insurance Research for Conni…
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178 – Looking Back At 2022
We covered a lot of topics in 2022 with many of the leaders of the retirement and annuity business. We thought it would be worthwhile to take a look …
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176 – Thoughtfully Recommending Indices with Laurence Black and Branislav Nikolic
Indices continue to proliferate within the fixed indexed annuity market. Yes, choice is good for the client but it can create a complicated environmen…
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173 – Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain – 2 of 2
In part 2 of 2 Michelle lays out her proposal for revamping the web of state and federals rules and laws to make in-plan annuities a vibrant market in…
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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 need to make many more changes to really drive adopti…