Tag: Investment Strategies
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142 Everything You Wanted to Know About the Nasdaq-100 With Efram Slen and Mark Marex
Indices continue to proliferate inside fixed indexed annuities. Some of them stand by brand name and reputation alone. The Nasdaq-100 falls squarely i…
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140 A Chat With The Father of 4% Percent Rule With William Bengen
How many times have we discussed, debated, and loved the retirement rule of thumb known as the “4% Rule”? Today, we had the opportunity to speak with …
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120 Riding the RILA Wave with David Hanzlik
Registered Index-Linked Annuities or RILAs have taken the broker-dealer market by storm over the past several years. David Hanzlik, Vice President, An…
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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…
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103 Confidently Sorting Through a Sea of Indices With Laurence Black
Fixed Indexed Annuities in the U.S. market now offer crediting strategies that include over 100 proprietary indices. How should agents and advisors co…
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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…
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098 Aligning All Interests – The Client, The Advisor and the Company With Yale Bock
How do independent investment advisors solve the retirement puzzle for their clients? Today, Yale Bock, Owner of Y H & C Investments offers his perspe…
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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…
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082 Maybe Politics Won’t Really Impact The Market With Charles Sizemore
We think the elections have a great impact on the market. However, do they really? In today’s show, Charles Sizemore challenges those assumptions. Cha…
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037 Coronavirus, Annuities, & Bonds With Chris White
Today, we continue our conversation on the how Covid-19 will impact the annuity market in 2020. We explore a number of very interesting threads in the…