Tag: Financial Advisors
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236 – Finding Success In Worksite Marketing With The OneKonnect Team
In this episode of That Annuity Show, the discussion revolves around the evolving landscape of workplace marketing for brokers, producers, and advisor…
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229 – Shifting Distribution and Changing Minds With Jim Kerley
Summary In this episode of That Annuity Show, Jim Kerley discusses his report titled ‘Shifting Distribution, Changing Mindset: Why Advisors Aren’t Tal…
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228 – The Shape of Distribution To Come
Join us as we revisit a panel from Retiretech Vegas 2024: Consolidation has permanently changed the face of independent distribution forever. Or has …
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225 – Generating Retirement Prospects Online with a Smaller Budget With Alex Khassa
In this episode, Paul Tyler, Bruno Caron, and Ramsey Smith interview Alex Khassa, CEO and founder of Clients Black Box, Inc., about his success in hel…
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222 – Bridging the Gap: Annuities in Retirement Planning
Join hosts Paul Tyler, Tisa Rabun-Marshall, Bruno Caron, Ramsey Smith, and guest Graham Clark from Alex Income as they delve into the pivotal role ann…
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218 – Annuities and The Income Path with Tamiko Toland and Michael Finke
Tamiko Toland and Michael Finke join us today as founders of Income Path. Income Path is a tool that visualizes retirement income paths and the impact…
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214 – How The Annuity Industry Will Continue to Evolve With Andy Unkefer
Summary Andrew Unkefer, an industry legend joins us to talk about the importance of relationships in the industry, the impact of technology, the futur…
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212 – Navigating New Proposed DOL Rules With Michelle Richter-Gordon
Summary In this episode, Paul Tyler and his guests discuss the Department of Labor’s new rules and their implications for insurance agents. They explo…
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211 – The Future Shape of Annuities Distribution With James Wong
Summary James Wong, our guest today, shares his perspective on the future of annuity distribution. The main takeaway…build strong relationships today …
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210 – Using Behavioral Finance To Strengthen Your Practice With Marshall Heitzman
Summary In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall interview Marshall Heitzman, VP of Advanced Planning Consulting at …