Tag: Annuities
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
057 Sales May Be Down, But The Annuity Industry Will Bounce Back With Sheryl Moore
Sheryl Moore, Chief Storyteller of Wink, Inc. and industry guru joins us to talk about the state of the annuity market. Yes, sales are down. But Shery…
-
055 Change Is Not New In The Annuity Industry With Kerry Pechter
Kerry Pechter, Editor of the Retirement Income Journal brings his unique perspective as journalist, author, industry executive, and entrepreneur to th…
-
053 The Future Of Annuities and the Fate Of Our Industry With Bruno Caron
Bruno Caron, Senior Financial Analyst at AM Best Company, shared with us his unique perspective on product design and the health of our industry. Brun…
-
052 Using Homes to Create Income in Retirement With Don Graves
Don Graves, Principal of HECM Advisors Group, joins us today to discuss how both annuities and reverse mortgages can create more opportunities for ret…