Annuity Chat with North American

Join Tyler Brown, our AVP of Government Affairs, as he shares his initial impressions of the Department of Labor’s new Fiduciary Rule.

Tune in as Lori Seaton, Director of Strategic Business Development, discusses her article ‘(What’s so funny ‘bout) embracing the future with women, wealth and understanding?’ and why it’s important to understand how women are approaching wealth generation and retirement planning.

Tune in as Kevin Mechtley, VP of Business Development and Chief Innovation Officer, and Aaron Podschun, Director and Innovation Actuary, discuss the power of innovation and share a high-level business development update highlighting all the most recent North American product changes and how they impact our agents and their clients.

Tune in as our Chief Distribution Officer, Bryce Biklen shares a glimpse into 2024, including: • What does 2024 look like for North American • What our agents can anticipate for product innovation/direction in 2024 • Why our A+ ratings are so important to our agents and their clients

Tune in to hear more about North American's RECORD-BREAKING year, including: What sets NAC Control. X fixed index annuity (FIA) apart from the competition How Goldman Sachs Equity TimeX Index benefits our top accumulation and income products How our ease of business tools are helping agents with their book of business

Tune in as Tyler Brown, Director of Government Affairs, provides an update on the newest Fiduciary Rule, including a high-level overview of what the new Fiduciary Rule is, what the Five-Part Test for Fiduciary Status and why it’s so important, and an explanation of the rule-making process, and when to expect a final rule. Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’...

Listen in as Beau Blanchard, National Sales Manager, shares some of the most common misconceptions or myths about FIAs and how our agents can help their clients benefit from them. --- FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES. Fixed index annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backe...

Listen in as Associate Vice President of Strategic Marketing, Isaac Norton, shares more on our latest research endeavor, Project Apex, and how it can motivate and guide our agents, advisors, and financial professionals. Listen to part 1 here . --- FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES. Sammons Financial® is the marketing name for Sammons® Financial Gr...

Listen as Lori Seaton, Director of Strategic Business Development, discusses her article 'Income Planning: Child’s Play?' and why it’s important for agent’s clients not to play games with their retirement. --- FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES. Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies...

Listen in as Associate Vice President of Strategic Marketing, Isaac Norton, shares more on our latest research endeavor, Project Apex, and how it can motivate and guide our agents, advisors, and financial professionals. --- FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES. Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member compa...

Listen as Josh Woodvine, VP of North American Annuity Sales gives an overview of North American's newest exclusive index – the Goldman Sachs Equity TimeX Index. --- FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES. Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and He...

Listen as Sarah Theis, Vice President and Chief Strategy Officer shares more about the the all-new North American+ and how it can help agents streamline the handling of their annuity business with their clients. Click her to access the North American+ website (log-in required):  https://www.northamericancompany.com/group/nacolah-portal/an-agent-homepage#/agent-dashboard/sfg-home-office-user NAC+ D...

Listen as Mike Pietig, Vice President of Annuity New Business & Suitability Operations shares more information about the Annuity e-Biz rebrand, formerly known as Annuity e-App, and how some of its new features can help benefit agents and their book of business.  --- Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company...

Listen to Kevin Mechtley, VP of business development and chief innovation officer, discuss his article 'The Sword or the Shield?' and how agents can help win the “new longevity. You can access the full article here . --- FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES. Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s membe...

Listen as Josh Woodvine, VP of North American Annuity Sales gives an overview of our new fixed index annuity – NAC Control. X.  --- FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES. Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance®.  Annuities and life i...

Director of Government Affairs, Tyler Brown, joined us in February to discuss the SECURE 2.0. Act. The SECURE 2.0 Act was recently signed into law and is a bipartisan package of retirement policy reforms. --- FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, includi...

Listen as Lori Bochner, VP of Marketing , discusses our research on women and their relationships with financial professionals in retirement planning.  --- FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insuran...

In-house media experts Chris Nelson and Mike Jefferson delve deeper into their new podcast series, A/V Shop Talk. In this episode, Chris and Mike discuss the origins of their podcast, highlights of the series, and why it’s so popular with agents. --- FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. Sammons Financial® is the marketing name for Sammons® Financi...

Chief Distribution Officer, Bryce Biklen, joined us in January to discuss 2022 successes and provide a look ahead of 2023. --- FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance®.  Annuities and life insu...