Annuity Chat with North American

Social Security is one of the most important pieces of a retirement income plan, yet it's also one of the most misunderstood. Hear from one of the leading voices in Social Security, Heather Schreiber, Founder and President of HLS Retirement Consulting, as she unpacks three of the biggest Social Security mistakes retirees make and explains why claiming benefits is about much more than choosing...

Tune in to hear how North American's latest product enhancements can help create new opportunities and strengthen your next retirement planning conversation. Hear more about: The highest premium bonus opportunity in North American history Stronger guaranteed income with Income Pay Pro Increased rates across key accumulation products New ways to reconnect with clients this summer

In this episode of Annuity Chat, discover how marketing strategies and value-add resources can help you stand out and build stronger client connections. Tune in for: Value-add materials you can use to spark stronger client conversations Using foreign language resources to reach more communities Positioning FIAs confidently in today’s market

In this can’t-miss episode, Tyler Brown, Vice President, Government Affairs, joins us for a timely discussion on the latest regulatory developments shaping the industry. Tune in for: A breakdown of the latest Fiduciary Rule What it means for financial professionals, including form and process changes How North American is supporting independent distribution, and what’s ahead The latest NAIC update...

In this episode of Annuity Chat with North American , Jonah Hardenbrook, Sales Vice President, returns to build on last August’s conversation about empowering financial professionals and their clients, with a focus on our new Spanish-language materials initiative. He shares how the effort began, why it is a strategic priority now and for the future, and how it helps agents build stronger connectio...

In this episode of Annuity Chat with North American , we welcome Kelly McDonald, nationally recognized leadership expert and bestselling author, for a conversation centered on the power of a growth mindset and what it means to think bigger in today’s business environment. In recognition of Women’s History Month, we also highlight the growing influence of women in the marketplace and the evolving c...

Tune in to learn more about the new host of Annuity Chat, Austin Eller, AVP, National Sales Manager - IMO Strategy, as he shares an inside look at his professional journey and personal passions. Do not miss this opportunity to get to know the new voice behind the mic!

In our latest episode of Annuity Chat with North American, host Josh Woodvine is joined by Sales Vice Presidents, Austin Eller and Jake Mollman, for a special end-of-year conversation. They break down: A forward-looking annuity outlook as we head into the new year Standout product highlights, including NAC Guaranteed AllocationSM and NAC Control XSM Powerful marketing resources, such as NACcelerat...

In our latest episode of Annuity Chat, Samantha Hart, Director, Marketing Content Strategy, shares how Sales and Marketing are partnering like never before to deliver more value to agents and their clients, including: •The power of Sales and Marketing alignment •Our client-approved materials that make an impact •How we’re raising the bar with the Financial Home Makeover

In our latest episode of Annuity Chat , Jonah Hardenbrook, a seasoned professional at North American, shares insights on creating value for clients and agents through strategic initiatives and training, with highlights including:   Opportunity markets like women and wealth Comprehensive training to build confidence and communication skills Tailored marketing and professional partnerships to better...

In our latest episode of Annuity Chat, Aaron Witt, Vice President, Chief Digital and Data Officer, shares insights on how AI is transforming the way we work and serve, with highlights including: • Real-world lessons from AI implementation • Navigating the responsible use of digital tools • The evolving skill sets required in a tech-driven environment • Strategies to help you stay ahead 

In our latest episode of Annuity Chat, Jake Mollman, Sales Vice President, shares a lighthearted story from his 9-year-old son that sparks a deeper conversation about the value North American delivers to financial professionals, including: Helping clients navigate taxes, expenses, and asset allocation Explaining the concept of Balanced Accumulation Leveraging FIAs to provide growth potential, prot...

In this episode, Tim Crawford , Vice President, Associate General Counsel, and Cyndi Hall, VP, Chief Compliance Officer , unpack key insights every financial professional should hear, including: What great service truly looks like, and the pitfalls to avoid Why staying vigilant against fraud is more critical now than ever before What you absolutely must know about best interest regulations Don’t m...

North American is raising the bar on service and technology, and in the latest episode of Annuity Chat with North American, you’ll hear exactly how. Mike Pietig, Senior VP of Shared Services, and Lonny Koehlmoos, AVP of Business Intelligence, share a bold new service roadmap and practical digital tools built with your success in mind.

In this episode of Annuity Chat with North American , we sit down with Jimmy Pomerance , founder of Impact Speakers , to explore the power of effective communication and personal growth in the financial industry.

Catch our latest podcast episode as we shine a light on women and wealth in honor of Women’s History Month . Hear from Dr. Barb Provost, Founder of Purse Strings , as she shares her expert insights on how financial professionals can best support the unique goals and challenges women face when planning for retirement. Tune in for a powerful discussion on: Dr. Barb’s career journey and the experienc...

Tune in as we spotlight our latest innovation: the NAC Guaranteed Allocation Fixed Index Annuity. In this episode, we’ll dive into how the NAC Guaranteed Allocation FIA stands out by offering: Guaranteed rates Seamless, turnkey diversification with four pre-built Model Blend allocations, simplifying the allocation process and optimizing performance for clients Strong growth potential to help clien...

Tune in as Chief Distribution Officer, Bryce Biklen, shares why North American is poised for success in 2025. Hear his insights on: • Our record-breaking last year  • The strength of North American’s diverse product portfolio  • The transformative impact of employee ownership  • And so much more! Don’t miss this inspiring look at what makes North American a leader in the industry.

Join us as we celebrate North American’s record-breaking year! This episode explores the exciting innovations behind our success, from product launches and enhancements to groundbreaking indices that set us apart from other carriers. Learn how employee ownership fuels our achievements and discover the tools we’ve developed to simplify your business. It’s an inspiring look at the strategies driving...

Josh gives you an inside look at his professional journey and personal passions. Don’t miss out on this chance to get to know the voice behind the mic!

Tune in as Lori Seaton, Director of Strategic Business Development, discusses the powerful benefits of family financial meetings, emphasizing the advantages of the triple-win scenario. Resources: Family financial meetings for the win-win-win article

Tune in as Lori Bochner, VP of Marketing, shares an overview of the latest and upcoming marketing efforts, including: • An inside look into the Marketing and Sales partnership • Home-office events and how they support your business goals • 2024 achievements and upcoming plans for the rest of the year • Our 3-5 year road map; an exciting future ahead!

Tune in as Austin Eller, Sales Vice President, shares a mid-year recap, including: • All of the North American Charter® Plus enhancements and changes • NAC Control. XSM immediate one-time 10% income base bonus1 • How North American+ has evolved • Partial Roth conversions • And much more!

Tune in as Gene Hasuer, Associate Vice President of Annuity Product, shares why now is a good time to discuss fixed index annuities (FIA) with your clients and how FIAs can be a valuable part of your clients’ retirement portfolio.

Find out what you need to know about the trends in the annuity market this year and beyond from Linda Durman, VP of Annuity Product Development and Inforce Management