Tag: Annuities
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138 Sizing the Prize of Institutional Annuities Martin Powell and Bruno Caron
We opened our digital papers a few weeks ago to read an article in AM Best News entitled, “Annuity Providers See Growth Opportunity in US Retirement P…
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137 Reducing the Risk of A Reduction in Social Security Benefits With David Duley
Few days go by without a mention in the media about the potential financial crisis faced in the next 10+ years by the Social Security system. In 2034,…
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133 WealthManagement’s Fifteen Must-Listen Financial Podcasts Featuring That Annuity Show
The cast of That Annuity show is proud to report that our retirement podcast, was recognized as one of the “Fifteen Must-Listen Podcasts” by . We real…
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128 Spreading The Truth About Annuities with Cyrus Bamji
Got Milk? Enjoy eating the Other White Meat? Today, meet Cyrus Bamji, Head of Communications for the Alliance for Lifetime Income. Cyrus and his team …
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124 Telling the PG-Rated Story About The Retirement Crisis With Doug Orchard
Prior guests on the show have expressed a desire for someone to objectively talk about the retirement crisis and the positive role annuities can play …
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121 Helping Life Insurance Agents Explain Annuities with Jeff Affronti
Many older clients who need life insurance can also benefit from annuities. However, many life insurance agents feel they lack the expertise to integr…
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120 Riding the RILA Wave with David Hanzlik
Registered Index-Linked Annuities or RILAs have taken the broker-dealer market by storm over the past several years. David Hanzlik, Vice President, An…
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113 We Love Annuities with Sheryl Moore
Summer is almost over. What’s the outlook for the annuity industry as we head back to our (virtual) offices? Sheryl Moore is the perfect guest to prov…
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113 Income Allocation Planning with Jerry Golden
How do you create more income with less market risk and lower fees and income taxes than traditional retirement income plans for your client? Jerry Go…
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110 Creating Happiness For Your Clients with Tom Hegna
How can we create more happy retirement planning clients? Tom Hegna joins our show today to share his insights on how to make this happen in your prac…