All Episodes
That Annuity Show — 299 episodes · page 2 of 3
193 - The Quarterly Market Review With David Czerniecki
192 - A Recap of the Alliance for Lifetime Income Summit With David Macchia
191 - Making Sense of The Financial Markets
190 - The State Of The Annuity Market With Scott Hawkins
189 - How To Build A Market Advising 401(k) Plans with Bonnie Treichel
188 - Predicting the Banking Crisis Through Machine Learning With Barbara Matthews
187 - Making Sense Of The State Of The Economy With David Czerniecki
186 - Simplifying Market Exposure and FIA Indices with Josh Mellberg
185 - Pushing the Frontiers of Digital Insurance with Josh Elohim and Reid Tattersall
184 - The Next Steps In FIA Index Recommendations with Branislav Nikolic and Jay Watson
183 - Banning Monte Carlo Simulations & More With David Macchia
182 - Make 70 Your 100, Save 20, Give Away 10 With Dale Alexander
181 - Diversification Isn't a Risk Management Plan Anymore with David Lau
180 - Planning For A Purpose with Joe Jordan
179 - Predicting the 2023 Balance Sheet for the Annuity Industry with Scott Hawkins
178 - Looking Back At 2022
177 - Finding The Emotional Side of Financial Planning With Jamie Hopkins
176 - Thoughtfully Recommending Indices with Laurence Black and Branislav Nikolic
175 - Thinking Ahead Of Older Age with Marti DeLiema, Naomi Karp, and Steve Vernon
174 - Gas Prices, Inflation, Interest Rates and Digital Currency with David Czerniecki
173 - Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain - 2 of 2
172 - Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain - 1 of 2
171 - Helping Canadians Retire From Work, Not Life With Fraser Stark
170 - The Future of Advice With Paul Blanco
169 - Should Interest Rate Changes Rewrite Retirement Product Recommendations with Dave Blanchett and Michael Finke
168 - The Year Of In-Plan Annuities with Matt Wolniewicz
167 - Answering Social Security Questions in Today's Environment with Martha Shedden
166 - Keeping Annuity Regulations Rational with Kim O'Brien
165 How I Built This Practice From Facebook with Andy Panko
164 - You Can't Solve Risk By Adding More Risk with David Macchia
163 - The State of the Annuity Market Today with Todd Taylor
162 - Discovering Models and Indices with the Nasdaq Fund Network
Rerelease: 113 We Love Annuities with Sheryl Moore
Rerelease: Creating Happiness For Your Clients with Tom Hegna
161 - Retirement Product Innovation in The Future
160 - Insurance to Help Care Givers With Tom Beauregard
159 - Making Sense of Your 401(k) Lifetime Illustration Statement With Jack Towarnicky
158 - Climbing Down The Financial Mountain With David Rosell
157 - Let the Guaranty Fund Genie Out of the Bottle With Harry Stout and Bruce Saul
SPECIAL EPISODE - From the Office of the Chief Investment Officer With David Czerniecki
156 - Selling Equity As New Way To Access The Value of Your Home In Retirement With David Shapiro
155 - The Social Security Sky Isn't Falling with Kerry Pechter
154 Disclosing Advisor Compensation with Sara Grillo and Scott Salaske
153 How Did We Get Here With David Blanchett
152 Helping The Constrained Investor Plan for Retirement With David Macchia
151 Restarting and Reinventing Seminars With Brad Swineheart
150 Providing Lifetime Income When Annuities May Not Available With Richard Fullmer
149 Planning for Rising Inflation and Changing Emotional Needs of Clients With Marguerita Cheng
148 Planning for Very Long Happy Retirement With Steve Vernon
147 Preparing for Life 2 With Don Ezra
146 Your Marketing Must Go Digital With Greg Dinetz
145 Diving Deep into the Power of Annuities With Michael Finke
144 Charting a New Course for the Industry With Dave Levenson
143 When Should Your Client Pay Off The Mortgage With Jason Fichtner
SPECIAL EPISODE - David Czerniecki Discusses Inflation Trends
142 Everything You Wanted to Know About the Nasdaq-100 With Efram Slen and Mark Marex
141 Diving Deeper Into The Qualified Default Investment Alternative Market With Tamiko Toland
140 A Chat With The Father of 4% Percent Rule With William Bengen
139 What's Different This Time When Saving For Retirement With Byron Boston
138 Sizing the Prize of Institutional Annuities Martin Powell and Bruno Caron
137 Reducing the Risk of A Reduction in Social Security Benefits With David Duley
136 Tackling Unconscious Bias with Martin Powell and Gina Riepel
135 Helping People Find Purpose in Retirement with Joe Jordan
134 Picking Nouns or Verbs In Retirement Planning With Michelle Richter
133 WealthManagement's Fifteen Must-Listen Financial Podcasts Featuring That Annuity Show
132 Framing Retirement Planning Questions the Right Way With Jason Fichtner
131 Don't Forget About Hidden Home Values When Planning For Retirement With Don Graves
130 Navigating The New Regulatory Standards with Hayley Maldonado and Eric Marhoun
129 Finding Purpose in Retirement with Gary Sirak
128 Spreading The Truth About Annuities with Cyrus Bamji
127 Meeting the Health Care Needs of Seniors In A Changing Market With Jesse Slome
126 Delivering Retirement Education and Innovation as a Service With Carson Hewett and Jon Rosborough
125 Earning Higher Safe Interest On Your Savings With Michael Nelskyla
124 Telling the PG-Rated Story About The Retirement Crisis With Doug Orchard
123 Getting Your Web and Social Presence Right With Robert Knop
122 Getting Smart About Medicare Options With Ryan McMillan
121 Helping Life Insurance Agents Explain Annuities with Jeff Affronti
120 Riding the RILA Wave with David Hanzlik
119 Creating Authenticity, Innovation & Empathy In Insurance with Maria Ferrante-Schepis
118 Finding Meaning and Making Money with H. Adam Holt
117 Matching Your Practice Model To Your Client's Psychology with Wade Pfau and Alex Murguia
116 Finding Retirement Solutions That Stick with Wade Pfau and Alex Murguia
115 Building Real Policyholder Relationships with Molly Black
113 We Love Annuities with Sheryl Moore
113 Income Allocation Planning with Jerry Golden
112 Medicare ABGFs with Terence Martin
111 KYC(P)- Know Your Client's Personality To Provide Better Advice with Dr. Preston Cherry
110 Creating Happiness For Your Clients with Tom Hegna
109 Using and Improving Your RISE Score On The Way to Retirement to with Sheila Jelinek and Peter Sun
108 The Next Five Years In The Business Will Be Thrilling with Jim Kerley
107 Finding Extra Savings Through Better Social Security Planning With Jack Sharry
106 Getting Ready to Step Out on the Risk Spectrum with Byron Boston
105 Finding Higher & Safer Interest Rates With Gary Zimmerman
104 Adapting Our Annuity Business to Changing Regulations, Markets, and Consumers
103 Confidently Sorting Through a Sea of Indices With Laurence Black
102 Readying RIAs to Effectively Offer Annuities (And Many Other Topics) With Michelle Richter
101 One Of These SPIAs Is Not Like The Others With Tamiko Toland
100 Finding Continued Purpose In a Changing Market With Joseph Jordan
099 Inventing the Tradable Vix - Figuring Out How to Open the Sealed Coke Can For Investors With Devesh Shah
098 Aligning All Interests - The Client, The Advisor and the Company With Yale Bock