Tag: Retirement Planning
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028 How will California’s CCPA change annuity marketing?
Anthony LaRosa, a digital marketing veteran, joins Mark, Will and Paul to talk about the potential impact of California’s Consumer Privacy Act, or CCP…
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027 Ramsey Smith on Annuity Careers
Are you considering switching careers? Should you consider becoming an independent annuity agent? Ramsey Smith, founder and CEO of Alex.FYI discusses …
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026 Creating Retirement Planning Leads
Michael Coombs of AmeriLife talks about retirement challenges facing many Americans and how to reach them through social media. Connect with That Ann…
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024 InsureTech Connect 2019
Mark, Will and Paul talk about the potential impact of Insurtech innovation on traditional agents. Paul spent three days in Las Vegas with 7,000 peopl…
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023 Accumulation Annuities and Option Budgets
We may look back and call 2019 the year of the accumulation-focused fixed indexed annuity. Many carriers have launched interesting new annuities focus…
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021 Ramsey Smith, Founder of Alex.fyi
Today we have a special episode. Nassau Re launched an incubator in Hartford earlier this year. We support another podcast called The Nassau Re imagin…
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020 Sequence of Returns
Mark, Will, and Paul discuss a recent article on ThinkAdvisor written by Elle Switzer of CUNA Mutual. Elle explores how early withdrawals can amplify …
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019 Lower Interest Rates and Client Conversations
The Fed lowered interest rates this week. What does this mean for client conversations? Not a lot yet. Mark uses the opportunity for a refresher on th…
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018 Really Getting to Know Your Client…on an Emotional Basis
Mark discusses a recent study released by Cetera Financial Group that segments retirement planning clients by personality type. It should came as no s…
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017 15-minute update on SECURE Act, Reg BI, and new suitability regs
Summer should be for hanging out at the beach and reading a book. This year, advisors in the retirement planning market should probably slip a few reg…