All episodes
097 From the Iron Curtain To Online Annuity Illustrations With David Novak
095 Can You Get What You Want In Retirement With Cyrus Bamji and Colin Devine
094 Obsess About The Retirement Planning Conversation, Not The Tools with Curtis Cloke
093 Sometimes Even The Harshest Critics Like Our Products With Ethan Schwartz
092 Educating Students & Clients In A Stressed World With Matt Carey of Blue Spark
091 Television, Trust, & Tenacity with Josh Mellberg
090 How Will Private Equity Reshape The Retirement Industry With Scott Hawkins of Conning?
089 Retirement Planning And The Role of Life Insurance
088 Virtual Planning Goes Permanent with David Wright
087 Turning Your Practice Into a Lamborghini With Derek Notman
Creating Online Security for Seniors and Their Savings
086 How To Retire With Strength with Bruno Caron
085 Framing the Retirement Discussion With Tamiko Toland
Getting Seniors to Know, Like and Trust Us in a Virtual World
084 Saving the "Lost Generation" Of Near Retirees With Siavash Radpour
Building a Vision of a Better Future Self in a Very Stressed World
083 Why Only 7% of Retirement Assets Sit In Annuities with David Hanzlik
Investing in the Future of Our Industry // Reimagining Retirement Special Edition
082 Maybe Politics Won't Really Impact The Market With Charles Sizemore
081 Predicting the Year Ahead With David Blanchett
080 Navigating Planning For Generations with Rita Cheng
079 Separating Policy Noise From News with Barbara Matthews
078 Managing The Stresses of the Sandwich Generation with Milliman
077 Syncing Your Message With Your Market With Marie Swift
076 Making Sense of Business News For Your Clients With Jane King
074 Building Your Brand With Social Media with Debra Jasper
073 Grow Your Annuity Business Through Good Content With Teresa Leno
072 Getting Your Financial Household In Order With Nancy Doyle
071 Better Serving Your Female Clients With Kathleen Burns Kingsbury
070 Challenging Retirement Planning Assumptions With Moshe Milevsky
069 Annuities Are Sold Not Bought And Other Debunked Myths With Matt Carey
068 Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel
067 Plotting A New Future For Insurance With Nick Gerhart
066 Uncovering New Risks in Retirement With Jamie Hopkins
065 Discovering Your Retirement "Safe" Word with Lindsay Goldwert
064 Making Sense of Sometimes Nonsensical Legislation with Jeff Levine
063 Become a "Referable" Agent or Advisor With Better Social Security Planning With Ash Ahluwalia
062 Building An Income Distribution Plan with Sheryl O'Connor & Wealth Conductor
061 Emerging Innovation in Annuities with George Castineiras
060 Five Reasons To Talk About Healthcare First With Your Clients With Jack Towarnicky
059 Mastering Money For The Masses With Norm Champ
058 Stop Barfing Meaningless Cliches on Your Prospects With Sara Grillo
057 Sales May Be Down, But The Annuity Industry Will Bounce Back With Sheryl Moore
056 Lessons In Virtual Advising from Canada With Marc Lamoureux
055 Change Is Not New In The Annuity Industry With Kerry Pechter
054 The Case for More Female Advisors With Sheila Jelinek and Suzanne Norman
053 The Future Of Annuities and the Fate Of Our Industry With Bruno Caron
052 Using Homes to Create Income in Retirement With Don Graves
051 Building Income Protection Beyond Age 90 with Blair Baldwin
050 Building a Modern Annuity Business with Cathy Dewitt Dunn
049 Life Happens - And Really Matters in 2020 With Faisa Stafford
048 How Will The Annuity Landscape Change This Year with Michelle Richter
047 Finding hope, simplicity and stability with Joe Jordan
046 Rethinking Work And Life With Norm Trainor
045 Adapting to Disruption and Other Lessons from Emerging Markets With Angus Shillington
044 Scrap the 4% Rule - Wade Pfau Says To Use 2.2%
043 Looking Back At Our Predictions
042 Could COVID-19 Stress The Social Security System? With Mary Beth Franklin
041 Helping Clients Navigate Chaos While Creating New Value For Your Practice With H. Adam Holt
040 Real Time View of Annuity Sales
039 How To Tactfully Talk About Income Guarantees in Terrible Times
038 Top Considerations for Sales in a Virtual World
037 Coronavirus, Annuities, & Bonds With Chris White
036 The Coronavirus And Annuities
035 You Can Get The Income That You Want
034 Build a Bond Portfolio or Buy an Annuity?
033 Can the UBI Debates Advance The Annuity Dialogue?
032 SECURE Act - Day 2
031 Our Best Predictions for 2020
030 Looking Back at 2019
029 Will the SECURE Act finally pass
028 How will California's CCPA change annuity marketing?
027 Ramsey Smith on Annuity Careers
026 Creating Retirement Planning Leads
025 Annuity Index Illustrations - About More Than Just Highs and Lows?
024 InsureTech Connect 2019
023 Accumulation Annuities and Option Budgets
22 FIA Industry Sales Jump 17% in Q2 2019
021 Ramsey Smith, Founder of Alex.fyi
020 Sequence of Returns
019 Lower Interest Rates and Client Conversations
018 Really Getting to Know Your Client...on an Emotional Basis
017 15-minute update on SECURE Act, Reg BI, and new suitability regs
016 How to master the new wave of accumulation FIAs
015 Have you helped your clients build a great retirement savings nest egg?
014 Best Product for Retirement Income: Life Insurance or Annuities?
013 What do horror movies and insurance regulation have in common?
012 Many people spend more time planning for vacation than retirement
011 Congress to our retirement rescue
010 Why are annuities on the rise?
009 When is a plan, actually a plan?
008 Dentists, Death & Annuities
007 Low Interest Rates and the MYGA Option
006 2019: The Need for Predictable Income Will Only Grow
005 When is a 0% Loss Better Than a 20% Gain?
004 Putting a Friendlier Face on Annuities
003 Ways to Ride the Market Roller Coaster In Retirement
002 Caps, Participation Rates and Retirement
001 Introduction