Tag: Financial Regulation
-
227 – Quarterly Economic Update With David Czerniecki
In this episode of That Annuity Show, Paul Tyler and David Czerniecki are joined by John Beshoory to discuss the energy sector and the impact of techn…
-
220 – Insuring Tomorrow: Navigating AI, Regulation, and Innovation
In this episode of That Annuity Show, recorded live at RetiretechTM Vegas, we delve into the dynamic interplay between technology, regulation, and inn…
-
216 – Managing A Soft Landing For The Economy Despite Global Turbulence With David Czerniecki
In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discusss various economic topics, including China’s economic sl…
-
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…
-
206 – The Year End Economic Wrap Up With David Czerniecki
We can’t believe we’re near the end of the fourth quarter already. Today we sit down with David Czerniecki, Chief Investment Officer for Nassau Financ…
-
188 – Predicting the Banking Crisis Through Machine Learning With Barbara Matthews
Returning guest Barbara Matthews, Founder and CEO of BCMStrategy, Inc joins us for a timely discussion of public financial policy and the ability of m…
-
166 – Keeping Annuity Regulations Rational with Kim O’Brien
As is often the case in this industry, what is new is old. Today, we’re seeing regulation re-emerge that the industry successfully challenged over 10 …
-
Rerelease: 113 We Love Annuities with Sheryl Moore
Today, we look back to exactly one year ago when we met with Sheryl Moore to discuss the landscape of the annuity industry. How much has changed? Hav…
-
157 – Let the Guaranty Fund Genie Out of the Bottle With Harry Stout and Bruce Saul
This episode is for producers only. One of the biggest pain points in explaining annuities is describing the nature of the product guarantees. Most st…
-
154 Disclosing Advisor Compensation with Sara Grillo and Scott Salaske
Commissions v. fees? Low fees v. high fees? Almost everyone has a strong opinion today about the best way to get paid. At the end of day, we all agree…