Tag: Annuities
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171 – Helping Canadians Retire From Work, Not Life With Fraser Stark
Can a mutual fund create new income potential for investors by sharing mortality risk? The answer is “yes”, starting in Canada. Fraser Stark, Presiden…
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168 – The Year Of In-Plan Annuities with Matt Wolniewicz
Many people will experience shock when they open their 401(k) statements this year. Will the growing awareness of market risk open the doors for more …
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166 – Keeping Annuity Regulations Rational with Kim O’Brien
As is often the case in this industry, what is new is old. Today, we’re seeing regulation re-emerge that the industry successfully challenged over 10 …
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163 – The State of the Annuity Market Today with Todd Taylor
The annuity industry reported record sales in the first half of this year. Leading the pack was none other than New York Life. Today, we meet Todd Tay…
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Rerelease: 113 We Love Annuities with Sheryl Moore
Today, we look back to exactly one year ago when we met with Sheryl Moore to discuss the landscape of the annuity industry. How much has changed? Hav…
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157 – Let the Guaranty Fund Genie Out of the Bottle With Harry Stout and Bruce Saul
This episode is for producers only. One of the biggest pain points in explaining annuities is describing the nature of the product guarantees. Most st…
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150 Providing Lifetime Income When Annuities May Not Available With Richard Fullmer
How can companies and governments offer lifetime income for groups of employees or other individuals when annuities may not be available? Richard Fulm…
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145 Diving Deep into the Power of Annuities With Michael Finke
In this business, we have all heard about the ability of annuities to create a guaranteed income in retirement. Today, Michael Finke, investments/reti…
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142 Everything You Wanted to Know About the Nasdaq-100 With Efram Slen and Mark Marex
Indices continue to proliferate inside fixed indexed annuities. Some of them stand by brand name and reputation alone. The Nasdaq-100 falls squarely i…
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141 Diving Deeper Into The Qualified Default Investment Alternative Market With Tamiko Toland
Since passage of the SECURE Act, we’ve all been talking a lot more about the institutional annuity market. However, Tamiko Toland with CANNEX has been…