Tag: Annuities
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204 – Trends With Traction In The Annuity Market with Tamiko Toland
As the market heads into its final quarter, we thought you would enjoy hearing Tamiko Toland’s take on trends in 2023. In this episode, we talk about …
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201 – The End of Leads As We Know Them With Danny Greeson
Leads really are the lifeblood of many retirement practices. However, changes in regulation both in the annuity and Medicare space may put an end to t…
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197 – Annuities for Dummies With Kerry Pechter
Have we gotten any smarter about retirement and annuities since 2008? That was the year in which today’s guest Kerry Pechter, first released his book,…
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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 …