Summer is almost over. What’s the outlook for the annuity industry as we head back to our (virtual) offices? Sheryl Moore is the perfect guest to prov…
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…
Can we learn what may lie ahead for our industry from regulatory changes in Australia? Will RILAs and MYGAs prove to be the winning products of 2021? …
Fixed Indexed Annuities in the U.S. market now offer crediting strategies that include over 100 proprietary indices. How should agents and advisors co…
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…
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…
Private equity continues to drive investment and mergers & acquisitions in the insurance and RIA market. Scott Hawkins, Direct of Insurance Research a…
Where will investors place their bets on the retirement industry over the next three years? We asked a distinguished panel of venture capitalists thei…
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…
What will 2021 bring to the retirement planning industry? Last year, we made our predictions. This year, we brought in the big guns. In this episode, …