Tag: Annuities
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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 …
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085 Framing the Retirement Discussion With Tamiko Toland
A recent study suggests that starting a conversation about equity market risk may not be an effective way to start a dialogue about annuities. Learn m…
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083 Why Only 7% of Retirement Assets Sit In Annuities with David Hanzlik
If annuities can solve the critical problem of not outliving one’s assets, why don’t we find them in more retirement portfolios. David Hanzlik, Vice P…
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073 Grow Your Annuity Business Through Good Content With Teresa Leno
Can you find new business by sharing great ideas? Teresa Leno says the answer is a definitive “yes”. Teresa is a former financial advisor turned entre…
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069 Annuities Are Sold Not Bought And Other Debunked Myths With Matt Carey
Matt Carey, Co-Founder & CEO of Blueprint Income joins us today to share his journey learning how to bring retirement solutions more efficiently at sc…
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062 Building An Income Distribution Plan with Sheryl O’Connor & Wealth Conductor
How do you actually build, manage and monitor an income distribution plan for your client? The founders of , Sheryl O’Connor, Phillip Lubinsky, and To…
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061 Emerging Innovation in Annuities with George Castineiras
George Castineiras, Principal at Brewer Lane Ventures, joins us to discuss product innovation, workplace marketing, and emerging businesses in the ret…