We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
204 - Trends With Traction In The Annuity Market with Tamiko Toland
As the market heads into its final quarter, we thought you would enjoy hearing Tamiko Toland's take on trends in 2023. In this episode, we talk about the 401(k) market, retail annuities, and the consulting firm that Tamiko is building next.
203 - Risks That Matter to Companies And Individuals with Tamara Burden
Our world is filled with risks today. At a personal level, we've spent a lot of time talking about risks in managing retirement. Today, we explore how those risks overlap with those of carriers with Tamara Burden, Deputy Chief Risk Officer of National Life Group.
202 - Quarterly Economic Outlook with David Czerniecki
David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us today to talk about the economy. In this episode, we cover a cooling economy in China, an improving outlook for our supply chain, a steadying job market, and the current cost of climate change.
201 - The End of Leads As We Know Them With Danny Greeson
Leads really are the lifeblood of many retirement practices. However, changes in regulation both in the annuity and Medicare space may put an end to the market for leads as many agents know it. Danny Greeson and Josh Solomon from Introz join us today to talk about the changes agents will need to make in the future to find new clients. Links mentioned in the show: https://introz.com
200 - Playing The Long Game in The Retirement Industry With Scott Stolz
What's changed in our business? What hasn't? Today, we have a great conversation with industry veteran Scott Stolz, Managing Director of iCapital. Links mentioned in the show: https://www.linkedin.com/in/scott-stolz-cfp-ricp-64a0102/ https://icapital.com/
199 - Making Social Security Conversations Easier With Jeff Quigley
Most retirement plans start with Social Security. However, very few people actually understand how their payment is determined or what their check could be. Jeff Quigley, Vice President at LifeYield joins us today to discuss his mission to change this and how his company is actually doing it. Links mentioned in the show: https://www.lifeyield.com/
This is really good way to stay on top of issues related to annuity sales.
Good Conversation Bad Quality
They have great conversations but need to invest in an editing team. Literally got phones ringing and all other random noises throughout all episodes!! Now they mentioned my comment and the next episode Ramsey is completely inaudible and my podcast is going blank every time he talks. Get it together!