Tag: Financial Technology (FinTech)
-
108 The Next Five Years In The Business Will Be Thrilling with Jim Kerley
The next few years promise to bring more change to our business than the last 50, according to our guest Jim Kerley. He should know. Jim has worked fo…
-
107 Finding Extra Savings Through Better Social Security Planning With Jack Sharry
When to take Social Security could arguably be the single most important decision you will make in retirement. Jack Sharry, EVP and CMO for LifeYield …
-
105 Finding Higher & Safer Interest Rates With Gary Zimmerman
What prevents clients from earning higher interest rates on their savings? Three factors – awareness, apathy, and inertia create road blocks according…
-
101 One Of These SPIAs Is Not Like The Others With Tamiko Toland
You may be one of those who says a SPIA is just a SPIA. Just don’t say that in front of Tamiko Toland, Head of Research At CANNEX. In today’s show, Ta…
-
099 Inventing the Tradable Vix – Figuring Out How to Open the Sealed Coke Can For Investors With Devesh Shah
The CBOE was founded in 1973. However, it wasn’t until 2002 that the investment community could actually trade on the VIX – the volatility index – tha…
-
097 From the Iron Curtain To Online Annuity Illustrations With David Novak
We all have our own unique story about how we found our way into the annuity business. Today, we’ll share a very unique story that started behind the …
-
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 …
-
Creating Online Security for Seniors and Their Savings
Since March 2020, seniors have quickly grown comfortable shopping online. They have learned how to connect with family, church, and community via web …
-
Getting Seniors to Know, Like and Trust Us in a Virtual World
Prior to the pandemic, seniors proved to be the highest growing user segment for Facebook. As a result of the pandemic, they now know how to use a var…
-
Investing in the Future of Our Industry // Reimagining Retirement Special Edition
Where will investors place their bets on the retirement industry over the next three years? We asked a distinguished panel of venture capitalists thei…