Tag: Guaranteed Income
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192 – A Recap of the Alliance for Lifetime Income Summit With David Macchia
Two weeks ago, the Alliance for Lifetime Income held a summit in Washington D.C. for its members. Ramsey Smith and our guest today, David Macchia part…
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169 – Should Interest Rate Changes Rewrite Retirement Product Recommendations with Dave Blanchett and Michael Finke
For those of us in the business, it feels like interest rates have been rising every two weeks. Fixed rates and guaranteed income have gone up. Howeve…
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164 – You Can’t Solve Risk By Adding More Risk with David Macchia
Rising inflation and rising rates have created a challenging environment for retirees. At the same time, our industry is poised to offer significant p…
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153 How Did We Get Here With David Blanchett
It’s hard to believe we’re living in a world with high inflation, MYGA rates over 4%, and a stock market that feels like a Disney ride. How did we get…
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145 Diving Deep into the Power of Annuities With Michael Finke
In this business, we have all heard about the ability of annuities to create a guaranteed income in retirement. Today, Michael Finke, investments/reti…
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141 Diving Deeper Into The Qualified Default Investment Alternative Market With Tamiko Toland
Since passage of the SECURE Act, we’ve all been talking a lot more about the institutional annuity market. However, Tamiko Toland with CANNEX has been…
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125 Earning Higher Safe Interest On Your Savings With Michael Nelskyla
Can a fintech solution help your clients keep their cash safe but grow it faster than a bank? Today we talk with Michael Nelskyla, founder and CEO of …
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113 Income Allocation Planning with Jerry Golden
How do you create more income with less market risk and lower fees and income taxes than traditional retirement income plans for your client? Jerry Go…
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110 Creating Happiness For Your Clients with Tom Hegna
How can we create more happy retirement planning clients? Tom Hegna joins our show today to share his insights on how to make this happen in your prac…
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106 Getting Ready to Step Out on the Risk Spectrum with Byron Boston
Are you ready to take a step out on the risk spectrum? Special guest Byron Boston, Chief Executive Officer, and Co-Chief Investment Officer of Dynex C…