Tag: Retirement Planning
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093 Sometimes Even The Harshest Critics Like Our Products With Ethan Schwartz
Annuities are insurance, not investments. However, we need smart, passionate people to challenge us on how we build our products. Simpler products, lo…
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092 Educating Students & Clients In A Stressed World With Matt Carey of Blue Spark
How does one educate college students and clients about the importance of the time-value of money in the middle of our virtual age? Matt Carey joins u…
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091 Television, Trust, & Tenacity with Josh Mellberg
Pioneering a new way to sell annuities to the public requires guts and patience. Josh Mellberg, President of J.D. Mellberg Financial joins us today to…
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089 Retirement Planning And The Role of Life Insurance
Should every advisor ask their client the “mortality question” when they build a retirement plan? Bobby Samuelson, Executive Editor of The Life Produc…
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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 …
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087 Turning Your Practice Into a Lamborghini With Derek Notman
Your practice can’t be defined by a zip code in today’s digital age. Derek Notman, founder of Intrepid Wealth Partners and Conneqtor talks to us today…
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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 …
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086 How To Retire With Strength with Bruno Caron
How do retirees juggle between between the many unknowns they face, such as longevity and health concerns? Bruno Caron, a Senior Financial Analyst at …
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085 Framing the Retirement Discussion With Tamiko Toland
A recent study suggests that starting a conversation about equity market risk may not be an effective way to start a dialogue about annuities. Learn m…
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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…