That Annuity Show

Matt Carey, Co-Founder & CEO of Blueprint Income joins us today to share his journey learning how to bring retirement solutions more efficiently at scale to individuals. Along the way, he has proven that people will find and purchase annuities through a digital channel. Also in this pandemic, demand for our product may not be down at all. Matt thinks we just aren't wired as an industry to meet cli...

Learn how to build better connections with clients and their family, make complicated concepts simpler, and conduct more business over a camera on the web. However, this requires study, practice, and experience. Charles Samuel shares his years of learnings with us on this episode that could dramatically shorten the your learning curve. Connect with That Annuity Show at https://twitter.com/ThatAnnu...

Nick Gerhart, insurance executive, regulator, innovator and champion for positive change joins us today to discuss the outlook for consumers, products, regulation, distribution, and innovation in the retirement space. Connect with Nick at linkedin.com/in/ncgerhart Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram....

Jamie Hopkins, Managing Director of Carson Coaching and Director of Retirement Research for the Carson Group, joins us to talk about how the pandemic and the possibility of negative interest rate reframe retirement challenges. Connect with Jamie at jamiehopkins.com or https://www.linkedin.com/in/jamie-hopkins-esq-llm-cfp%C2%AE-chfc%C2%AE-clu%C2%AE-ricp%C2%AE-022a502a/ Connect with That Annuity Sho...

Lindsay Goldwert, Editor-in-Chief of Zeta, successful podcast host, joins us on our podcast today. We talk about how to make people feel safe about opening up and sharing their retirement fears and hope. Connect with Lindsay https://www.lindsaygoldwert.com/ Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/tha...

Jeff Levine, self-confessed "nerd of nerds" walks us across the retirement legislative battlefield that agents and advisor must cross today. Trust us when we say we're confused at times, too. Connect with Jeffery Levine at www.kitces.com. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visi...

Ash Ahluwalia at OneTeam Financial joins us to talk about the importance of planning for Social Security distributions before you actually retire. Too many times, people only solve for the highest possible monthly payment. Ash discusses the many different problems that early, thoughtful planning can potentially solve for both middle-market customers and high net worth clients. Connect with That An...

How do you actually build, manage and monitor an income distribution plan for your client? The founders of Wealth Conductor, Sheryl O'Connor, Phillip Lubinsky, and Tom O'Connor talk about the problem faced by advisors when they take on this task. They also walk us through the solution they have created to put advisors and agents at the top of the game. Connect with That Annuity Show at https://twi...

George Castineiras, Principal at Brewer Lane Ventures, joins us to discuss product innovation, workplace marketing, and emerging businesses in the retirement market place. George shares his advice for agents who want to shift their practice to capitalize on new opportunities. Connect with George Castineiras: Website: https://brewerlane.com/ Email: george@brewerlane.com Connect with That Annuity Sh...

Ads for retirement planning typically focus on boats and vacations. In reality, the first concern in retirement should be funding healthcare. Jack Towarnicky from the American Retirement Association joins us today to talk about the reason advisors should address this funding need first. Connect with Jack Towarnicky: Email: jacktowarnicky@gmail.com Connect with That Annuity Show at https://twitter....

Today's virtual advisor model creates a new opportunity to educate more people than ever about basic financial concepts. We explore both challenges and opportunity with Norm Champ, Author of Mastering Money. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatan...

In today's virtual world, authentic communication creates real connections with your prospects. Ho hum content makes them unsubscribe. Sara Grillo won't tolerate the latter. In today's show, she offers great advice on how to develop your own voice and amplify your presence on the web. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, h...

Sheryl Moore, Chief Storyteller of Wink, Inc. and industry guru joins us to talk about the state of the annuity market. Yes, sales are down. But Sheryl finds some bright spots and suggests ways we can adapt our products and sales processes to succeed over the next 12-18 months. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://...

Marc Lamoureux, CEO of Veriday, shares his perspective on the opportunities the pandemic has created for virtual advising. He has over thirty years of management and executive experience, growing multiple technology and consulting organizations. As the co-founder and CEO of Veriday, he has led the organization through two product launches and over ten years of progressive growth, including several...

Kerry Pechter, Editor of the Retirement Income Journal brings his unique perspective as journalist, author, industry executive, and entrepreneur to the microphone this week. Join us as we walk through the state-of-the-state of the industry and we learn that change we currently witness is nothing new for our business. Connect with Kerry Pechter: LinkedIn: https://www.linkedin.com/in/kerry-pechter-1...

Sheila Jelinek and Suzanne Norman join us today from Milliman to discuss a recent paper they wrote entitled, "The Case for More Female Advisors". Advisors are serving a more diverse client base than ever before and, as more women control assets, there is an increasing demand for advisors who can help them with their goals. By working together to inspire more women to join our ranks, we can create...

Bruno Caron, Senior Financial Analyst at AM Best Company, shared with us his unique perspective on product design and the health of our industry. Bruno is an actuary with more than a decade of experience spanning various sectors of the life and annuity industry: consulting, life insurance company, start-up company, sell-side equity research and credit rating. Sponsored Message: head to https://age...

Don Graves, Principal of HECM Advisors Group, joins us today to discuss how both annuities and reverse mortgages can create more opportunities for retirement. Sponsored Message: head to https://age-up.com/thatannuityshow to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living past the ripe age of 90. Connect with Don Graves: Website: http://he...

Blair Baldwin, Founder and General Manager of AgeUp, introduces us to his company's first annuity just recently released to the public. It effectively allows a person to contribute a small amount of money each month to create meaningful income protection in very late retirement - from age 91 to 100. Sponsored Message: head to https://age-up.com/thatannuityshow to get started and see how AgeUp can...

Today, we talk strategies, trends and client needs with Cathy DeWitt Dunn, a pioneer in the digital advice arena. Connect with Cathy DeWitt Dunn: Website: https://www.dewittanddunn.com/ Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit N...

Faisa Stafford, President and CEO of Life Happens joins us today to discuss the rise in awareness of the need for insurance in 2020. She talks about the stories, outreach, and the future projects designed to motivate people to protect their families and their retirement. Connect with Faisa Stafford: Website: https://lifehappens.org/ Connect with That Annuity Show at https://twitter.com/ThatAnnuity...

Michelle Richter, Managing Director of Retirement Enhancement Solutions at Milliman, joins us to share her insight on changes in product, distribution, and the consumer market. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Fin...

Industry legend Joe Jordan joins us today to talk about surviving and thriving through the current pandemic. Now is the time for agents and advisors to truly live a life of significance. Connect with Joe Jordan: Website: https://www.josephjordan.com/ Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuit...

Norm Trainor, founder and CEO of the Covenant Group joins us today to impart both some wisdom and advice on how to move your practice forward during the COVID-19 crisis and beyond. Connect with Norm Trainor: Website: https://www.covenantgroup.com/ Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuitysh...

Angus Shillington, a long-time emerging markets equity expert, joins us to talk about disruption in markets by technology and external catalytic events. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web...