Tag: Retirement Security
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150 Providing Lifetime Income When Annuities May Not Available With Richard Fullmer
How can companies and governments offer lifetime income for groups of employees or other individuals when annuities may not be available? Richard Fulm…
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149 Planning for Rising Inflation and Changing Emotional Needs of Clients With Marguerita Cheng
Some elements of financial planning for retirement will not change – market risk, health risk, and lifestyle plans. Today, we talk about some recent c…
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148 Planning for Very Long Happy Retirement With Steve Vernon
People are living longer. Much longer. How should that change how we plan for retirement? Steve Vernon, President at Rest-of-Life Communications and C…
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147 Preparing for Life 2 With Don Ezra
Planning for retirement should not be just about figuring out how to pay the bills when the paychecks end. Planning should be about finding a new iden…
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145 Diving Deep into the Power of Annuities With Michael Finke
In this business, we have all heard about the ability of annuities to create a guaranteed income in retirement. Today, Michael Finke, investments/reti…
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144 Charting a New Course for the Industry With Dave Levenson
What role should an industry association play to support the growth of the life insurance and annuity business? This week’s guest, David Levenson has …
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143 When Should Your Client Pay Off The Mortgage With Jason Fichtner
Should your client pay off their mortgage as they head into retirement? Today, Jason Fichtner joins us again to talk about the risks inherent in answ…
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SPECIAL EPISODE – David Czerniecki Discusses Inflation Trends
Inflation is the topic of the day. How high will it go? How long will it last? In a special episode, David Czerniecki, Chief Investment Officer for Na…
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141 Diving Deeper Into The Qualified Default Investment Alternative Market With Tamiko Toland
Since passage of the SECURE Act, we’ve all been talking a lot more about the institutional annuity market. However, Tamiko Toland with CANNEX has been…
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140 A Chat With The Father of 4% Percent Rule With William Bengen
How many times have we discussed, debated, and loved the retirement rule of thumb known as the “4% Rule”? Today, we had the opportunity to speak with …