Tag: Retirement Products
-
061 Emerging Innovation in Annuities with George Castineiras
George Castineiras, Principal at Brewer Lane Ventures, joins us to discuss product innovation, workplace marketing, and emerging businesses in the ret…
-
057 Sales May Be Down, But The Annuity Industry Will Bounce Back With Sheryl Moore
Sheryl Moore, Chief Storyteller of Wink, Inc. and industry guru joins us to talk about the state of the annuity market. Yes, sales are down. But Shery…
-
055 Change Is Not New In The Annuity Industry With Kerry Pechter
Kerry Pechter, Editor of the Retirement Income Journal brings his unique perspective as journalist, author, industry executive, and entrepreneur to th…
-
051 Building Income Protection Beyond Age 90 with Blair Baldwin
Blair Baldwin, Founder and General Manager of AgeUp, introduces us to his company’s first annuity just recently released to the public. It effectively…
-
048 How Will The Annuity Landscape Change This Year with Michelle Richter
Michelle Richter, Managing Director of Retirement Enhancement Solutions at Milliman, joins us to share her insight on changes in product, distribution…
-
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 …
-
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? …
-
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…
-
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…
-
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 …