That Annuity Show

Indices continue to proliferate inside fixed indexed annuities. Some of them stand by brand name and reputation alone. The Nasdaq-100 falls squarely into that category. Today we have two representatives from Nasdaq on to talk about their index. You may be surprised about what you learn. We welcome Efram Slen, Head of Index Research and Mark Marex, Head of Index Research & Product Development for N...

Since passage of the SECURE Act, we've all been talking a lot more about the institutional annuity market. However, Tamiko Toland with CANNEX has been working hard to build this business for a long time. Today we talk with her about the real opportunities and obstacles to bringing guaranteed income to a wider segment of the population. Also, do you want to get regular updates on news about guests...

How many times have we discussed, debated, and loved the retirement rule of thumb known as the "4% Rule"? Today, we had the opportunity to speak with William Bengen, the creator of that exact rule. And as we learned, there are very good reasons why a seemingly simple concept like this continues to guide retirement planning today. Also, do you want to get regular updates on news about guests of our...

Yes, markets do run in repeating cycles. However, the best traders ask themselves, "What's different this time?" Byron Boston, CEO of Dynex Capital explains that this is the very first rule his firm uses when plotting how to navigate their portfolio through changing times. However, two large exogenous events - the pandemic & now a war - pose large risks for baby boomers hoping to turn assets into...

We opened our digital papers a few weeks ago to read an article in AM Best News entitled, "Annuity Providers See Growth Opportunity in US Retirement Plan Changes." Who was quoted but none other than two regular guests - Martin Powell, Head of Annuity Distribution for CUNA Mutual and Bruno Caron Associate Director at AM Best. It's a big prize. Even converting a small share of the $7.3 trillion in a...

Few days go by without a mention in the media about the potential financial crisis faced in the next 10+ years by the Social Security system. In 2034, the surplus in trust funds is expected to be depleted. How will our government respond? Today, we speak about this challenge with David Duley, CEO and Founder of PlanGap. PlanGap empower insurers and reinsurers help consumers sleep better at night w...

We're all fortunate to work in an industry with a wonderful mission. How do we create more opportunities for people of color to experience the same rewards. That's the topic of today's conversation with Martin Powell, Head of Annuity Distribution and Gina Riepel Director of Strategic Accounts at CUNA Mutual Group. Also, do you want to get regular updates on news about guests of our show? Go to htt...

Why do we help people build retirement plans? To optimize cash flow? To minimize asset risk? Yes. However, these should simply be the tools that allow people to pursue their purpose in later life. Joe Jordan, speaker and best-selling author joins us again today to talk about his message that crosses countries, languages, and cultures. Also, do you want to get regular updates on news about guests o...

Language is powerful. It's exceptionally powerful in the highly regulated world of retirement planning. Michelle Richter, Principal at Fiduciary Insurance Services joins us today to give us a lesson in regulatory grammar and how recent new rules from the Department of Labor may change them. Also, do you want to get regular update s on news about guests of our show? Go to https://thatannuityshow.co...

The cast of That Annuity show is proud to report that our retirement podcast, was recognized as one of the "Fifteen Must-Listen Podcasts" by WealthManagement.com. We really want to thank all the great guests in 2021 who made this possible. In particular, we want to give a big shout-out and thanks to Terry Heys, Annuity Gator for nominating us for this honor! Thanks to our sponsors, The Index Stand...

Someone once told me that finding an answer is easy. Coming up with the right question is not. In a complex process like retirement planning, the questions our clients ask and those we ask of them can prove more powerful for the outcome than the answers we actually receive. Today, Jason Fichtner joins us to talk about the importance of framing retirement time questions properly to optimize decisio...

Retirement planning conversations can easily focus only on traditional savings vehicles - 401(k)s, IRAs, money market accounts and stocks. However, home equity is an important asset that shouldn't be overlooked. Today, Don Graves, a best-selling author and President of the Housing Wealth Institute explains why every agent should be knowledgable about reverse mortgages when building plans for clien...

Regulation never sleeps in our business. More states continue to enact the new NAIC model regs. And now the Department of Labor suggests it may come out with new fiduciary standards as well. How should the industry successfully navigate the shifting currents? Today, we get some great guidance from Hayley Maldonado and Eric Marhoun from the legal department at Nassau Financial Group. Hear how they...

Yes, building a retirement plan can feel daunting. However, do you really have a good plan if you don't have a purpose? Today, we talk with Gary Sirak, Owner of Sirak Financial. Gary is also the author of "How to Retire and Not Die". Gary shares his approach to helping clients find a purpose and discover their passion in retirement. And of course, he then helps them build a retirement plan that su...

Got Milk? Enjoy eating the Other White Meat? Today, meet Cyrus Bamji, Head of Communications for the Alliance for Lifetime Income. Cyrus and his team are on a mission to retell the story of annuities in an even more powerful way than those memorable ad campaigns. Get the inside story on how the Rolling Stones found the Alliance. And get the first preview of results from one of the most extensive c...

Any conversation about retirement ultimately revolves around health care needs and expenses. Products for seniors continue to rapidly evolve. And Medicare premiums continue to rise. What advice will you give your clients this year? Today, Jesse Slome the Director of the American Long Term Care Insurance Association, Medicare Supplement Insurance & Critical Illness Insurance Association joins us to...

Knowledge is power, especially when it comes to money, savings, and planning for retirement. Today we're joined by Carson Hewett, Manager of Strategic Partnerships at Everfi and Jon Rosborough, Financial Professional Program Director for the Alliance for Lifetime Income. Live at the Rolling Stones concert in Atlanta, we talk about the great work both organizations are doing to help bring education...

Can a fintech solution help your clients keep their cash safe but grow it faster than a bank? Today we talk with Michael Nelskyla, founder and CEO of SAVE about his solution. Michael was a pioneer in creating custom indices for insurance products and will talk about the overlap in customer needs and expectations will change in the future. Also, do you want to get regular updates on news about Mich...

Prior guests on the show have expressed a desire for someone to objectively talk about the retirement crisis and the positive role annuities can play in solving it. That person has arrived. Today, we talk with Doug Orchard, an independent film maker who is about to release "The Baby Boomer Dilemma" at a theater near you. And our guest host this week is none other than Bruno Caron. Also, do you wan...

What's the first thing we do today when we're about to meet with someone for the first time? We Google them. What do your clients find when they Google you? More often than not, your profile on major social media platforms like LinkedIn will come up before your own website. Today, Robert Knop, CEO of Assist You Today, joins us to talk about the steps you should take to put your best foot forward i...

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...