Tag: Annuities
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103 Confidently Sorting Through a Sea of Indices With Laurence Black
Fixed Indexed Annuities in the U.S. market now offer crediting strategies that include over 100 proprietary indices. How should agents and advisors co…
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102 Readying RIAs to Effectively Offer Annuities (And Many Other Topics) With Michelle Richter
Michelle Richter, Principal at Fiduciary Insurance Services, joins us again to cover a wide variety of important industry topics. One of many that jum…
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101 One Of These SPIAs Is Not Like The Others With Tamiko Toland
You may be one of those who says a SPIA is just a SPIA. Just don’t say that in front of Tamiko Toland, Head of Research At CANNEX. In today’s show, Ta…
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100 Finding Continued Purpose In a Changing Market With Joseph Jordan
In an annuity market driven by indices, interest, and volatility, we often focus on the numbers and not the lives we touch. Joe Jordan, speaker, write…
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099 Inventing the Tradable Vix – Figuring Out How to Open the Sealed Coke Can For Investors With Devesh Shah
The CBOE was founded in 1973. However, it wasn’t until 2002 that the investment community could actually trade on the VIX – the volatility index – tha…
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097 From the Iron Curtain To Online Annuity Illustrations With David Novak
We all have our own unique story about how we found our way into the annuity business. Today, we’ll share a very unique story that started behind the …
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093 Sometimes Even The Harshest Critics Like Our Products With Ethan Schwartz
Annuities are insurance, not investments. However, we need smart, passionate people to challenge us on how we build our products. Simpler products, lo…
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091 Television, Trust, & Tenacity with Josh Mellberg
Pioneering a new way to sell annuities to the public requires guts and patience. Josh Mellberg, President of J.D. Mellberg Financial joins us today to…
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089 Retirement Planning And The Role of Life Insurance
Should every advisor ask their client the “mortality question” when they build a retirement plan? Bobby Samuelson, Executive Editor of The Life Produc…
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088 Virtual Planning Goes Permanent with David Wright
Yes, parts of the country are fortunately beginning to reopen for real life meetings. However, virtual planning will remain an important part of many …