Tag: Consumer Education In Finance
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112 Medicare ABGFs with Terence Martin
Healthcare typically is the biggest expense facing retirees. However, can you help you help your clients navigate the complexities of Medicare, Medica…
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111 KYC(P)- Know Your Client’s Personality To Provide Better Advice with Dr. Preston Cherry
The regulators make us attest we know our clients. However, do we really know what makes them tick? Dr. Preston Cherry joins us today to discuss perso…
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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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092 Educating Students & Clients In A Stressed World With Matt Carey of Blue Spark
How does one educate college students and clients about the importance of the time-value of money in the middle of our virtual age? Matt Carey joins u…
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084 Saving the “Lost Generation” Of Near Retirees With Siavash Radpour
For people ages 55 to 65, the pandemic presents enormous risk in retirement. Siavash Radpour, the Associate Research Director of the Retirement Equity…
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077 Syncing Your Message With Your Market With Marie Swift
We all need to reconnect with clients in today’s stressful world. However, Marie Swift, CEO of Swift Communications says it’s more important to back u…
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071 Better Serving Your Female Clients With Kathleen Burns Kingsbury
Some of your most overlooked prospects in the pandemic may be the female members of the couples you have helped over the past several years. Kathleen …
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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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065 Discovering Your Retirement “Safe” Word with Lindsay Goldwert
Lindsay Goldwert, Editor-in-Chief of Zeta, successful podcast host, joins us on our podcast today. We talk about how to make people feel safe about op…
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060 Five Reasons To Talk About Healthcare First With Your Clients With Jack Towarnicky
Ads for retirement planning typically focus on boats and vacations. In reality, the first concern in retirement should be funding healthcare. Jack Tow…