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
    • 4.8 • 19 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.

    154 Disclosing Advisor Compensation with Sara Grillo and Scott Salaske

    154 Disclosing Advisor Compensation with Sara Grillo and Scott Salaske

    Commissions v. fees? Low fees v. high fees? Almost everyone has a strong opinion today about the best way to get paid. At the end of day, we all agree the approach should best align to the client's best interests . Sara Grillo, The leopard of LinkedIn marketing for financial advisors and Scott Salaske, CEO at Firstmetric join us for a spirited discussion on the topic. Along the way, we also talk about direct indexing and whether commission structures cloud the offering. Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned: https://saragrillo.com/ https://www.linkedin.com/in/sgrillo/ https://www.linkedin.com/in/scottsalaske/ https://www.firstmetric.com/

    • 47 min
    153 How Did We Get Here With David Blanchett

    153 How Did We Get Here With David Blanchett

    It's hard to believe we're living in a world with high inflation, MYGA rates over 4%, and a stock market that feels like a Disney ride. How did we get here and what comes next? That is t  he topic of today's discussion with returning guest David Blanchett, Managing Director and  Head of Retirement Research, PGIM DC Solutions.  Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned: https://www.linkedin.com/in/david-blanchett-b0b0aa2/

    • 35 min
    152 Helping The Constrained Investor Plan for Retirement With David Macchia

    152 Helping The Constrained Investor Plan for Retirement With David Macchia

    Too often, investment advisors focus on "reverse dollar cost averaging" strategies for retirement planning and ignore longevity risk. All too frequently, women - who happen to live longer and earn less than men - find themselves at the most risk in this scenario. David Macchia, Retirement Income Entrepreneur, Founder of Wealth2k and author of Constrained Investor and Lucky Retiree joins us today with guest host, Bruno Caron - Associate Director at AM Best to discuss in depth. Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned: https://www.linkedin.com/in/macchia/ https://davidmacchia.com/ https://www.constrainedinvestor.net/ https://www.amazon.com/Lifetime-Income-Retire-Strength-associated-ebook/dp/B08W2GWYNJ/ref=sr_1_1?keywords=bruno+caron&qid=1652878959&sprefix=bruno+caron%2Caps%2C307&sr=8-1

    • 47 min
    151 Restarting and Reinventing Seminars With Brad Swineheart

    151 Restarting and Reinventing Seminars With Brad Swineheart

    Financial planning seminars. "The king is dead. Long live the king." In person seminars ground to a halt in 2020. Now they are back - but probably forever changed. Brad Swineheart — SVP of Business Development at White Glove talks with today about how firms successfully pivoted during rough times and what success will look like in the future. Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned: https://www.linkedin.com/in/bradswineheart/ https://www.whiteglove.com/  https://podcasts.apple.com/us/podcast/be-advised-leading-with-value/id1522693623  

    • 45 min
    150 Providing Lifetime Income When Annuities May Not Available With Richard Fullmer

    150 Providing Lifetime Income When Annuities May Not Available With Richard Fullmer

    How can companies and governments offer lifetime income for groups of employees or other individuals when annuities may not be available? Richard Fulmer, CEO of Nuovalo and founder of Nuova Longevita Research offers a platform to do so. It's not a tontine, but it leverages the power of longevity credits to reduce risk in retirement. We discuss use cases outside the U.S. and applicability here. Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned: https://www.linkedin.com/in/richard-fullmer-b4b00a2/ https://www.nuovalo.com/

    • 41 min
    149 Planning for Rising Inflation and Changing Emotional Needs of Clients With Marguerita Cheng

    149 Planning for Rising Inflation and Changing Emotional Needs of Clients With Marguerita Cheng

    Some elements of financial planning for retirement will not change - market risk, health risk, and lifestyle plans. Today, we talk about some recent curveballs with returning guest, Marguerita Cheng. Those surprises include rising inflation. And we spend time talking about what you can't put in a spreadsheet - the emotional pushes and pulls that clients face in later years.   Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned: https://www.linkedin.com/in/margueritacheng/ https://twitter.com/BlueOceanGW https://www.blueoceanglobalwealth.com/ https://margueritacheng.com

    • 41 min

Customer Reviews

4.8 out of 5
19 Ratings

19 Ratings

lmwestchester ,

Excellent

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

cdsuibsuvdu ,

Great

Well done.

Mertmat67 ,

Great for Technology Leaders

Great Podcast for technology leaders wishing to learn more about the annuity business.

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