Tag: Retirement Planning
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041 Helping Clients Navigate Chaos While Creating New Value For Your Practice With H. Adam Holt
Today, H. Adam Holt, CEO of Asset-Map joins us to talk about the company he founded to help clients visually understand their goals and how they will …
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040 Real Time View of Annuity Sales
Annuity agents have received a stream of announcements from carriers and state regulators over the last two weeks. How has this impacted sales? Get a …
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039 How To Tactfully Talk About Income Guarantees in Terrible Times
If you purchased or sold an annuity before February you should be dancing in the street. Anyone who is remotely considering purchasing an annuity sho…
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038 Top Considerations for Sales in a Virtual World
We’re living in a grand, unplanned experiment where we all need to conduct business without direct human contact. How will this impact annuity sales? …
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035 You Can Get The Income That You Want
The Rolling Stones will sing retirement income this year with a second sponsorship annual sponsorship from the Alliance for Lifetime Income. But this …
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034 Build a Bond Portfolio or Buy an Annuity?
Ramsey, Mark, Will and Paul debate the pros and cons of taking a DYI approach to creating income in retirement. Connect with That Annuity Show at ht…
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032 SECURE Act – Day 2
In many ways, the SECURE Act surprised many people in the industry. Over the last few weeks, many carriers, distributors and consultants have scramble…
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031 Our Best Predictions for 2020
Mark, Will, Paul and Ramsey Smith, founder and CEO of ALEX.fyi share their predictions for 2020. Bookmark this episode and hold them to the fire at th…
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030 Looking Back at 2019
Mark, Will and Paul take time on the last day of the year to look back at major events driving the annuity industry in 2019. Connect with That Annuity…
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029 Will the SECURE Act finally pass
Ramsey Smith, Founder and CEO of Alex.fyi joins us again as a guest to discuss the SECURE Act. Will it pass? What will it mean? Join our team as we fo…