100 episodes

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.

That Annuity Show Nassau Financial Group

    • Business
    • 4.7 • 20 Ratings

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.

    228 - The Shape of Distribution To Come

    228 - The Shape of Distribution To Come

    Join us as we revisit a panel from Retiretech Vegas 2024:  Consolidation has permanently changed the face of independent distribution forever. Or has it? We will explore the next phase of consolidation and new forms of distribution that may potentially evolve. Moderator: James Wong, Partners Advantage Speakers: Patrick Kelly, Signal Advisors; Tyler End, Retirable; Wes Severin, Symetra; Brian Lucius, Gradient Financial Group

    • 35 min
    227 - Quarterly Economic Update With David Czerniecki

    227 - Quarterly Economic Update With David Czerniecki

    In this episode of That Annuity Show, Paul Tyler and David Czerniecki are joined by John Beshoory to discuss the energy sector and the impact of technology on the economy. They explore the fundamental changes happening in the energy sector, such as the shift towards renewable energy sources like solar and wind. They also discuss the role of technology, particularly AI, in driving energy consumption and its potential impact on productivity. The conversation touches on topics like inflation, the impact of politics on the economy, and the future of the energy sector in terms of dividends and growth. Takeaways The energy sector is undergoing fundamental changes, with a shift towards renewable energy sources like solar and wind. Technology, particularly AI, is driving energy consumption, especially in data centers, and is expected to have a significant impact on productivity. Inflation remains a concern, and the economy is likely to experience ups and downs as the Federal Reserve tackles the issue. The outcome of the presidential election and political dynamics will play a role in shaping the economy, but the impact may vary depending on the balance of power. Dividend investing in the energy sector is still in the early stages, with more focus on growth opportunities. Key indicators to watch for the state of the economy include inflation, the job market, consumer confidence, consumer spending, and household debt.  

    • 24 min
    226 - The Practical Problems of Turning Assets Into Income With Mark Shemtob

    226 - The Practical Problems of Turning Assets Into Income With Mark Shemtob

    Merging the worlds of investment and income planning is no small challenge. Mark Shemtob, Fellow of the Society of Actuaries and CFP does this every day with his clients. Mark approaches retirement income from three perspectives: as an actuary, working with individuals, and working with retirement plans. He emphasizes the importance of diversification and the combination of investments and annuities. Mark explains that for most people, it is almost always better to have some guarantee of income in retirement. He also discusses the challenges of getting the investment world and the insurance world to mix and suggests that record keepers could play a role in offering retirement income options. Mark advocates for a centralized solution where people can collect their retirement savings and receive advice on how to best utilize those funds. Takeaways Diversification is key in retirement income planning, and a combination of investments and annuities can provide a balanced approach. For most people, having some guarantee of income in retirement is better than relying solely on investments. The challenge lies in getting the investment world and the insurance world to work together, but record keepers could play a role in offering retirement income options. There is a need for a centralized solution where people can collect their retirement savings and receive unbiased advice on how to best utilize those funds.    

    • 38 min
    225 - Generating Retirement Prospects Online with a Smaller Budget With Alex Khassa

    225 - Generating Retirement Prospects Online with a Smaller Budget With Alex Khassa

    In this episode, Paul Tyler, Bruno Caron, and Ramsey Smith interview Alex Khassa, CEO and founder of Clients Black Box, Inc., about his success in helping financial advisors get more clients virtually using Facebook ads. Alex shares his backstory and how he transitioned from being a fractional CMO to focusing on helping financial advisors. He explains his unique approach to Facebook ads and the importance of creating multiple variations of ads to find what works best. Alex also emphasizes the need for collaboration with clients and the importance of focusing on the right target audience. He discusses the conversion rates and average case sizes his clients experience and offers advice for advisors with smaller budgets who want to generate customers online. The episode concludes with a discussion on the challenges faced by direct-to-consumer companies and the key factors that contribute to Alex's success. Connect with Alex: https://www.linkedin.com/in/alaakhassa/

    • 31 min
    224 - Using AI to Generate Real-Time Market Insights With Jens Nordvig

    224 - Using AI to Generate Real-Time Market Insights With Jens Nordvig

    In this episode of That Annuity Show, the hosts discuss the use of AI in financial advisory services with guest Jens Nordvig, CEO of Exante Data and co-founder and CEO of Market Reader. Nordvig explains how Market Reader uses AI to generate real-time market insights and explanations for various assets and events. The tool scans multiple sources, including news wires and social media, with the goal of providing concise and accurate explanations of market movements. The hosts explore the potential applications of AI in the insurance & financial industry, such as creating customized newsletters, improving portfolio performance analysis, and enhancing risk management.

    • 44 min
    223 - Tech Modernization: Retiretech Keynote feat. Michele Trogni

    223 - Tech Modernization: Retiretech Keynote feat. Michele Trogni

    Today's episode is a special keynote recorded at RetiretechTM Vegas on April 9, 2024, where host Paul Tyler welcomes Michele Trogni, CEO of Zinnia, to discuss the transformative impact of technology on the life annuity and health business. Trogni highlights how technology is bringing transparency, simplification, standardization, and productivity to the industry, revolutionizing the retirement sector. The discussion covers the importance of embedded distribution, enabling advisors to service clients efficiently and provide a seamless experience. Trogni emphasizes the need for companies to focus on outcomes and embrace data-driven decision-making to drive productivity and growth. The episode also explores the challenges and opportunities in adopting new technologies, with insights into leveraging AI, enhancing call center operations, and selecting strategic partnerships. Throughout the conversation, the focus remains on simplifying insurance processes, enhancing customer experiences, and driving industry growth through technological innovation. Learn more about RetiretechTM by visiting: Watch the full interview:  

    • 25 min

Customer Reviews

4.7 out of 5
20 Ratings

20 Ratings

lmwestchester ,

Excellent

This is really good way to stay on top of issues related to annuity sales.

Shaggy2q ,

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!

cdsuibsuvdu ,

Great

Well done.

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