Tag: Insurance Products
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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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213 – Building A Next Generation Service And Technology Provider with Michele Trogni
Zinnia provides technology and administrative services to over 40 life, annuity, and retirement carriers. We had the opportunity to discuss the future…
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208 – Improving the #AnnuityUX in 2024 With David Hanzlik
“208 – Improving the #AnnuityUX in 2024 With David Hanzlik” Summary In this episode, Paul Tyler, Ramsey Smith, and Dave Hanzlik discuss the annui…
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185 – Pushing the Frontiers of Digital Insurance with Josh Elohim and Reid Tattersall
We know both consumers and agents want and expect a different buying experience today. The industry has made significant strides in the last few years…
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180 – Planning For A Purpose with Joe Jordan
Our guest this week is Joe Jordan. Do I need to say more? But I will. In today’s episode, we discuss how the insurance industry has progressed from a …
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160 – Insurance to Help Care Givers With Tom Beauregard
Most of us will need long term care at some point in our life. What if we could purchase insurance that would help us and our caregivers navigate the …
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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…
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127 Meeting the Health Care Needs of Seniors In A Changing Market With Jesse Slome
Any conversation about retirement ultimately revolves around health care needs and expenses. Products for seniors continue to rapidly evolve. And Medi…
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122 Getting Smart About Medicare Options With Ryan McMillan
Brace yourself for another few months of continual Medicare ads on television during open enrollment. I can almost guarantee these ads will cause one …
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121 Helping Life Insurance Agents Explain Annuities with Jeff Affronti
Many older clients who need life insurance can also benefit from annuities. However, many life insurance agents feel they lack the expertise to integr…