That Annuity Show

Wade Pfau, the founder of Retirement Researcher and the Professor of Retirement Income at The American College of Financial Services, joins us today. We discuss the problems with using a 4% as a safe rule for withdrawal planning in retirement. We also explore why annuities work better than bonds in creating higher levels of predictable income in retirement. Connect with That Annuity Show at https:...

Given the pandemic, we decided to shorten the distance of our own rear view mirror. Ramsey, Mark, Will and Paul look back on their predictions made in January and see just how much has changed. Maybe they deserve a Mulligan. What do you think? Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/....

Mary Beth Franklin, Contributing Editor at InvestmentNews, former senior editor at Kiplinger's Personal Finance magazine and public speaker on Social Security & Retirement; CFP joins us today to talk about Social Security. She shares some of her expert advice for advisors and their clients. And we talk about the potential impact of COVID-19 on Social Security. How will 20 million unemployed worker...

Today, H. Adam Holt, CEO of Asset-Map joins us to talk about the company he founded to help clients visually understand their goals and how they will reach them through their investments and insurance products. Along the way, he has helped many financial professionals build larger practices, that help more clients and with less travel time. Check out Asset-Map: https://www.asset-map.com/ Connect w...

Annuity agents have received a stream of announcements from carriers and state regulators over the last two weeks. How has this impacted sales? Get a first hand look from Mark Fitzgerald. We also continue our discussion on how to best adapt insurance practices to meet clients in a virtual world. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatann...

If you purchased or sold an annuity before February you should be dancing in the street. Anyone who is remotely considering purchasing an annuity should the inherent power when the market declined. Now, how do you tell more people about the value of our guarantees in a tactful manner? Listen to our discussion on this topic. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, htt...

We're living in a grand, unplanned experiment where we all need to conduct business without direct human contact. How will this impact annuity sales? How must we adapt? Ramsey, Will and Paul explore a number of solutions on how to keep your practice intact. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/tha...

Today, we continue our conversation on the how Covid-19 will impact the annuity market in 2020. We explore a number of very interesting threads in the bond market environment with Ramsey Smith and our special guest, Chris White, CEO of BondCliQ. The answer, as you may expect, is complicated. Spoiler alert: The long term outlook remains positive. Connect with Chris White: https://www.linkedin.com/i...

The spread of the coronavirus has occupied all news broadcasts for the last several weeks. How could this health crisis impact the annuity market? Will, Ramsey, and Paul discuss the implications on consumer demand, rates, and the overall economy. Real Vision recently profiled Ramsey in an episode called "The Merchant of Simplicity." As a bonus for our visitors, Ramsey gave a complementary link to...

The Rolling Stones will sing retirement income this year with a second sponsorship annual sponsorship from the Alliance for Lifetime Income. But this year, the SECURE Act may be part of the encore act. Mark, Ramsey and Paul talk about continuing discussions around the industry in very surprising places about the impact of the SEURE Act. Also, as mentioned in the show, don't miss Ramsey's appearanc...

Ramsey, Mark, Will and Paul debate the pros and cons of taking a DYI approach to creating income in retirement. 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 at http://www.nfg.com. Connect with Ramse...

Our regular guest, Ramsey Smith, founder and CEO of ALEX.fyi recently appeared on ABC and discussed a proposal for universal basic income, or UBI, with Andrew Yang, presidential candidate. Today, we dissect the discussion and reflect on how the rationale helps propel the annuity discussion to the forefront of attention Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://...

In many ways, the SECURE Act surprised many people in the industry. Over the last few weeks, many carriers, distributors and consultants have scrambled to figure out what the bill means for their business and how to comply with the law. In this episode, Ramsey Smith, founder and CEO of ALEX.fyi and Paul Tyler talk about what to really expect in 2020 as a result of the act's passage Connect with Th...

Mark, Will, Paul and Ramsey Smith, founder and CEO of ALEX.fyi share their predictions for 2020. Bookmark this episode and hold them to the fire at the end of the year! 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 G...

Mark, Will and Paul take time on the last day of the year to look back at major events driving the annuity industry in 2019. 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 at http://www.nfg.com. Conne...

Ramsey Smith, Founder and CEO of Alex.fyi joins us again as a guest to discuss the SECURE Act. Will it pass? What will it mean? Join our team as we follow this important legislation as it appears to approach the final stretch of the legislative process. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatann...

Anthony LaRosa, a digital marketing veteran, joins Mark, Will and Paul to talk about the potential impact of California's Consumer Privacy Act, or CCPA. In this episode, learn how to comply with the law while strengthening your marketing programs. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuitysh...

Are you considering switching careers? Should you consider becoming an independent annuity agent? Ramsey Smith, founder and CEO of Alex. FYI discusses the qualities of the agent of the future. Hint: It's all about knowledge and empathy and not about pushing products. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagr...

Michael Coombs of AmeriLife talks about retirement challenges facing many Americans and how to reach them through social media. 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 at http://www.nfg.com. Co...

Mark, Will and Paul take a look back at the continued rapid growth of fixed indexed annuity (FIA) sales across the industry. They discuss the recent release of sales results from LIMRA that showed a quarterly 17% jump in FIA sales in in Q2 2019 versus the same period a year ago. They discuss the reasons behind continued growth in our favorite annuity category. Connect with That Annuity Show at htt...

Mark, Will and Paul talk about the potential impact of Insurtech innovation on traditional agents. Paul spent three days in Las Vegas with 7,000 people focused on startups and new technology. He shares his perspective on what the future holds for agents building face-to-face relationships with clients. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/...

We may look back and call 2019 the year of the accumulation-focused fixed indexed annuity. Many carriers have launched interesting new annuities focused on accumulation needs of consumers. This week, Jan Buchsbaum, head of product development at Nassau Re, joins Mark, Will and Paul to discuss this trend. We explore the subtleties and relationships of fees, option budgets and upside potential. Conn...

Description: Mark, Will and Paul take a look back at the continued rapid growth of fixed indexed annuity (FIA) sales across the industry. They discuss the recent release of sales results from LIMRA that showed a quarterly 17% jump in FIA sales in Q2 2019 versus the same period a year ago. They discuss the reasons behind continued growth in our favorite annuity category. To read the story reference...

Today we have a special episode. Nassau Re launched an incubator in Hartford earlier this year. We support another podcast called The Nassau Re imagine podcast where we interview startups in the insurance world. We recently interviewed Ramsey Smith, the founder of Alex.fyi for that program. Ramsey is passionate about retirement and annuities. It only made sense that we share this special interview...

Mark, Will, and Paul discuss a recent article on ThinkAdvisor written by Elle Switzer of CUNA Mutual. Elle explores how early withdrawals can amplify the sequence of return risk. Our team talks about the best ways to explain sequence of return risk with clients. They also discuss strategies to mitigate the risk in the critical few years leading to retirement. Connect with That Annuity Show at http...