The Tyler Show

Sammons Institutional Group®
  • 4.7 (12)
  • Business

Value add content for financial professionals

Episodes

  1. Oct 5

    The Tyler Show SIG Spotlight - Laddering

    How can you help clients manage market uncertainty while making your practice more efficient? In this episode of The Tyler Show, Dr. Tyler De Haan sits down with Justin Rafferty, AVP, National Sales Manager, to discuss how a laddering strategy can help financial professionals provide downside protection, growth potential, and a more streamlined client experience. They explore where this approach fits within a retirement portfolio, how it can simplify annual reviews through automatic reallocations, and why it may be especially valuable for client’s approaching retirement.

  2. Sep 29

    SIG Spotlight on Summit Edge

    In this episode of The Tyler Show, host Tyler DeHaan sits down with Justin Rafferty, vice president for Midland Retirement Distributors, to discuss how the retirement landscape is evolving—and how financial professionals can help clients navigate the growing need for protection, accumulation and reliable retirement income. Justin shares insights from more than two decades in financial services, including how the rise of AI may make the guidance of financial professionals even more valuable. He and Tyler then discuss Summit Edge’s flexibility in supporting accumulation and retirement income needs, along with upcoming enhancements—including an optional enhanced death benefit, new trigger strategies and guaranteed options designed to address a range of client goals. Tune in for a practical look at today’s retirement challenges, the evolving role of financial professionals and how Summit Edge can help address a range of accumulation, income and legacy needs.

  3. Sep 16

    When Planning Gets Personal - Getting on the Same Page

    A family can be close—and still not be prepared to make difficult decisions together. When Craig Higgins’ father began experiencing rapidly progressing dementia, there was no shortage of people who cared about him. But as the situation became more serious, Craig and his siblings didn’t always agree on what was happening, what needed to be done, or who should take action. In this episode of When Planning Gets Personal, Tyler sits down with Craig to explore a side of planning that can be easy to overlook: preparing the people, not just the paperwork. Craig shares what his family experienced, what he learned along the way, and why getting on the same page earlier can matter when circumstances suddenly change.

  4. Aug 20

    When Planning Gets Personal – Starting the Conversation

    Most families avoid conversations about aging until a health event forces difficult decisions. In this episode of When Planning Gets Personal, Tyler sits down with Paige Yontz, State Advocacy Manager for AARP Iowa and former long-term care administrator, to discuss why early planning can make all the difference. Together, they explore how financial professionals can help clients navigate one of retirement’s most challenging—and often overlooked—planning topics.

  5. Jul 30

    When Planning Gets Personal: Planning Meets Real Life

    In this episode of When Planning Gets Personal, Molly Wendel, VP of SIG Marketing, reflects on her family's journey through caregiving and shares the experiences that reshaped her perspective on planning ahead. She offers personal insights into the challenges families face and the steps that can help make difficult transitions more manageable.

  • 5 Episodes

Ratings & Reviews

4.7
out of 5
12 Ratings

About

Value add content for financial professionals

Information

  • Creator
    Sammons Institutional Group®
  • Years Active
    2026
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © 2026 The Tyler Show
  • Show Website
    The Tyler Show

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