That Annuity Show

Brace yourself for another few months of continual Medicare ads on television during open enrollment. I can almost guarantee these ads will cause one of your clients to call you with questions about their coverage. Can you answer the question? Today's guest is Ryan McMillan, Vice President of Sales for Senior and Individuals at Bankers Fidelity Life Insurance Company. Ryan will prepare you to at l...

Many older clients who need life insurance can also benefit from annuities. However, many life insurance agents feel they lack the expertise to integrate annuities into a comprehensive plan. Today, Jeff Affronti, President of FSD Financial Services shares his thoughts on how to best help life insurance agents identify opportunities for annuities and effectively present solutions to their clients....

Registered Index-Linked Annuities or RILAs have taken the broker-dealer market by storm over the past several years. David Hanzlik, Vice President, Annuity and Retirement Solutions at CUNA Mutual joins us to reflect on the recent growth of the product and how it may evolve over the next 2 years. Also, do you want to get regular updates on news about David and other guests of our show? Go to https:...

How can insurance carriers build an empathetic relationship with policyholders? How do we drive innovation in a stressful time within our companies and practices? Industry veteran Maria Ferrante-Schepis joins us today to share her view of the present and her hope for the future of the business. We hope you enjoy the show. Links mentioned in the show: Maria's LinkedIn profile: https://www.linkedin....

Today, we catch up with one of our first guests, H. Adam Holt, CEO of Asset-Map to discuss a wide variety of topics. He gives us a sneak peak of an algorithm his firm will release that will find the hidden gaps in your client's retirement plans. We also talk about the commitment that Adam and his firm have made to supporting diversity and inclusion in the retirement advice platform ecosystem. We h...

Last week, we explored the psychology of building a retirement solution for a client that not only delivers results, but also adapts to the personality traits of your client. This week, in part 2 of our discussion, Dr. Wade Pfau and Alex Murguia explore how advisors and firms should change their engagement strategy and even their service offerings to meet the exact needs of each client. Also, do y...

What makes a retirement recommendation not only work but also stick for you client? Could it be a combination of personality traits and beliefs about the market? We were really fortunate this week to have Dr. Wade Pfau and Alex Murguia on to discuss their research on the topic. They walk us through the tool they have built to help decode what exactly makes our clients tick. Also, do you want to ge...

Carriers spend a lot of time talking about building strong policyholder relationships but how many actually have? Molly Black, Chief Product Officer at Life.io joins us today to talk about how her company makes those relationships a reality. What can we learn from their software design that we can apply to our own practices today? Also, do you want to get regular updates on news about Molly and ot...

Summer is almost over. What's the outlook for the annuity industry as we head back to our (virtual) offices? Sheryl Moore is the perfect guest to provide us with predictions and savvy forecasts. She graciously joins us today to talk about changes in carrier ownership, product design changes and regulatory evolution. Also, do you want to get regular updates on news about Sheryl and other guests of...

How do you create more income with less market risk and lower fees and income taxes than traditional retirement income plans for your client? Jerry Golden, President & CEO at Golden Retirement joins us today to talk about Go2Income and the service that his tools provide for advisors that do just that. Also, do you want to get regular updates on news from Jerry and other guests of our show? Go to h...

Healthcare typically is the biggest expense facing retirees. However, can you help you help your clients navigate the complexities of Medicare, Medicare Advantage and Medicare Supplement plans? I'm sure we will all get a lot of questions from clients as open enrollment begins in a few short weeks. To get a little smarter on the topic, we invited an expert on the industry to our show. Terence Marti...

The regulators make us attest we know our clients. However, do we really know what makes them tick? Dr. Preston Cherry joins us today to discuss personality models and how they can improve how we deliver advice. Also, do you want to get regular updates on news from Dr. Cherry and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show...

How can we create more happy retirement planning clients? Tom Hegna joins our show today to share his insights on how to make this happen in your practice. Also, do you want to get regular updates on news from Tom and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Go to https://thatannuityshow.com and subscribe to our newsle...

Many times when planning for retirement we often try to lock onto a specific date. However, it may be more productive for some to focus on their actual level of preparation for retirement. Today, Sheila Jelinek and Peter Sun from Milliman join us to talk about the genesis of the RISE tool which does exactly that. They explain how to get either your score or that of your client, and more importantl...

The next few years promise to bring more change to our business than the last 50, according to our guest Jim Kerley. He should know. Jim has worked for carriers, launched businesses, and played a leading role at LIMRA. Today, he is managing partner of Clearview Partners and shares his perspective of change not only in the U.S. but around the world. Also, do you want to get regular updates on news...

When to take Social Security could arguably be the single most important decision you will make in retirement. Jack Sharry, EVP and CMO for LifeYield joins us today to talk about technology's role in helping us all make the optimal call. Also, do you want to get regular updates on news from Jack and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hop...

Are you ready to take a step out on the risk spectrum? Special guest Byron Boston, Chief Executive Officer, and Co-Chief Investment Officer of Dynex Capital, joins the conversation to share insights on Real Estate Investment Trusts (REITs): another potential source of income in retirement. Do you want to get regular updates on news from Byron and other guests of our show? Subscribe to our newslett...

What prevents clients from earning higher interest rates on their savings? Three factors - awareness, apathy, and inertia create road blocks according to Gary Zimmerman, Founder & CEO of MaxMyInterest.com. Gary joins us today to discuss the savings problem he solved for himself and is now sharing with clients and their advisors. Also, do you want to get regular updates on news from Gary and other...

Can we learn what may lie ahead for our industry from regulatory changes in Australia? Will RILAs and MYGAs prove to be the winning products of 2021? How must we change how we explain our products to consumers? We discuss answers to these questions and more this week with Harry Stout. Harry has headed carriers in the U.S. and Australia. He has worked for IMOs and investors in the U.S. This year, h...

Fixed Indexed Annuities in the U.S. market now offer crediting strategies that include over 100 proprietary indices. How should agents and advisors conduct due diligence in this environment? What factors really matter? Today, Laurence Black, founder of The Index Standard, shares his perspective with us on this very important topic. Also, do you want to get regular updates on news from Laurence and...

Michelle Richter, Principal at Fiduciary Insurance Services, joins us again to cover a wide variety of important industry topics. One of many that jumped out in today's conversation was the need for structural change in how the annuity industry services RIAs in the future. Some of these involve technology, other products, and probably not surprisingly, how we better provide training about how to u...

You may be one of those who says a SPIA is just a SPIA. Just don't say that in front of Tamiko Toland, Head of Research At CANNEX. In today's show, Tamiko talks about the wide variety of SPIAs available on the market. And, she discusses how we need to place them thoughtfully inside the financial plans of our clients. We also cover a few other unordinary topics like the need for better product pack...

In an annuity market driven by indices, interest, and volatility, we often focus on the numbers and not the lives we touch. Joe Jordan, speaker, writer, & industry veteran joins us today to help us remember the purpose in the good work we do. To quote another Joseph, "People say that what we're all seeking is a meaning for life. I don't think that's what we're really seeking. I think that what we'...

The CBOE was founded in 1973. However, it wasn't until 2002 that the investment community could actually trade on the VIX - the volatility index - thanks to the work of Devesh Shah. Devesh joins us today to talk about how this opened the door for the creation of today's annuities and what may lie ahead. Please go to our website at thatannuityshow.com and sign up for our email newsletter. In the ne...

How do independent investment advisors solve the retirement puzzle for their clients? Today, Yale Bock, Owner of Y H & C Investments offers his perspective after 30 years in the business. Yale contributes frequently for US News and Seeking Alpha.