That Annuity Show

Pioneering a new way to sell annuities to the public requires guts and patience. Josh Mellberg, President of J.D. Mellberg Financial joins us today to share with us his journey from a holding seminar a week to generating millions of leads on television. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatann...

Private equity continues to drive investment and mergers & acquisitions in the insurance and RIA market. Scott Hawkins, Direct of Insurance Research at Conning joins us to share his team's insight on the impact to product, distribution, and consumer value. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/that...

Should every advisor ask their client the "mortality question" when they build a retirement plan? Bobby Samuelson, Executive Editor of The Life Product Review, says we all should. Join us today as we explore the complementary roles that life insurance and annuities can play in retirement planning. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thata...

Yes, parts of the country are fortunately beginning to reopen for real life meetings. However, virtual planning will remain an important part of many successful agents' practices for years to come. David Wright, Executive Director of Practice Development at M&O Marketing joins us today. He discusses how he has helped agents jump the virtual divide and how some will use what they learned to remain...

Your practice can't be defined by a zip code in today's digital age. Derek Notman, founder of Intrepid Wealth Partners and Conneqtor talks to us today about how to build a niche that could open the door to a successful virtual planning business. Derek likens it to process of designing and building a Lamborghini. Every part of your practices needs to contribute to building a unique business in a ve...

Since March 2020, seniors have quickly grown comfortable shopping online. They have learned how to connect with family, church, and community via web calls. And they now research retirement products like never before. However, how to keep their confidence on the web? Yes, we need to be vigilant to protect their accounts through cyber security. How can we help seniors become even more digitally- sa...

How do retirees juggle between between the many unknowns they face, such as longevity and health concerns? Bruno Caron, a Senior Financial Analyst at AM Best offers a great framework for solving the problem in his recently released book, Lifetime Income to Retire with Strength. The book is available on Amazon here: https://www.amazon.com/Lifetime-Income-Retire-Strength-associated/dp/1082296244/ref...

A recent study suggests that starting a conversation about equity market risk may not be an effective way to start a dialogue about annuities. Learn more about the research from Tamiko Toland, Director of Retirement Markets at CANNEX Financial. Connect with Tamiko at https://www.linkedin.com/in/tamiko-toland/ Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebo...

Prior to the pandemic, seniors proved to be the highest growing user segment for Facebook. As a result of the pandemic, they now know how to use a variety of video conference tools like Zoom and FaceTime. They search the Internet aggressively to learn more about our products than sometimes we do. How will this allow carriers to cultivate customers and agents and advisors to serve more clients? Pan...

For people ages 55 to 65, the pandemic presents enormous risk in retirement. Siavash Radpour, the Associate Research Director of the Retirement Equity Lab at the New School joins us today to discuss the unique economic pressure faced by this cohort. In the discussion, we reference a policy recommendation for the incoming Biden administration found here: https://www.economicpolicyresearch.org/insig...

We know from the study of behavioral finance that if we help individuals create a positive vision of their future selves, they will be more likely to start saving today. In a post-COVID world, what changes? Traveling on a cruise ship every year sounded like a great second chapter in life. Spending your last 20 years in an active senior community with common facilities and great care may have been...

If annuities can solve the critical problem of not outliving one's assets, why don't we find them in more retirement portfolios. David Hanzlik, Vice President of Annuity and Retirement Solutions for CUNA Mutual joins us today to offer his perspective. In addition, we learn how agents and advisors working with credit unions managed to adapt to our new environment. Connect with David https://www.lin...

Where will investors place their bets on the retirement industry over the next three years? We asked a distinguished panel of venture capitalists their perspective at a virtual forum we co-hosted with That Annuity Show host Ramsey Smith. This is the first of five special edition episodes, cut from Nassau Re/Imagine's 'Reimagining Retirement Forums'. Forum Panelists: Andrew Lerner, IA Capital Cole...

We think the elections have a great impact on the market. However, do they really? In today's show, Charles Sizemore challenges those assumptions. Charles is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment adviser based in Dallas, Texas. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://...

What will 2021 bring to the retirement planning industry? Last year, we made our predictions. This year, we brought in the big guns. In this episode, David Blanchett, head of retirement research for Morningstar Investment Management takes us through his six predictions for major changes in our market. Connect with David at http://www.davidmblanchett.com/ Connect with That Annuity Show at https://t...

Two weeks ago, we talked about the macro economic challenges of supporting the "Sandwich Generation". This week we talk to Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, a practitioner who addresses these issues every day with her clients. She shares her approach to addressing these tough care issues with both parents and their children. You can visit her site at https://www.blueoceangl...

Changes in federal laws - the CARES Act, the SECURE Act, The Paycheck Protection Program - have all had a major impact on the advice we give our clients this year. What if we had the inside line on what really will get passed by Congress or regulated by the government? Barbara Matthews, Founder and CEO of BCMstrategy, offers an automated service that promises to do just that. Her service find gaps...

Have your prepared your clients for retirement so they aren't a burden on their kids in later years? The answer to that question can have an incredible impact on the physical, emotional, and financial health of their daughters. Sheila Jelinek and Suzanne Norman of Milliman return to our program with their colleague Janet Jennings to discuss their recently released study. Entitled "A very expensive...

We all need to reconnect with clients in today's stressful world. However, Marie Swift, CEO of Swift Communications says it's more important to back up, pause, and focus on the distinct niche where you can be an expert. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at ht...

How do you connect the dots with election and the market for your clients who ask what's coming next? Jane King, Founder and CEO of LilaMax Media LLC, a multi-platform provider of video content on consumer and business news gives us great perspective and advice. Connect with Jane at http://twitter.com@marketjane Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.fac...

Do you used LinkedIn on a regular basis? Your clients, or more importantly, their kids most certainly do. Making certain your profile reflects your personal brand has never been more important that it is today. Debra Jasper, founder and CEO of Mindset Digital walks us through best practices to build a great online profile. Connect with Debra at https://www.linkedin.com/in/debrajasper/ Connect with...

Can you find new business by sharing great ideas? Teresa Leno says the answer is a definitive "yes". Teresa is a former financial advisor turned entrepreneur and the Founder of Fresh Finance. Teresa started Fresh Finance to solve the problem of outdated client communication solutions for advisors to maintain relationships and grow business in a global economy. Connect with Teresa Leno at https://w...

Do you have a go-back ready with all your critical financial files? Can your family recite the emergency drill in case a market or job catastrophe hits? Nancy Doyle, author, speaker and high net worth advisor joins and talks through the plan to get to a plan. Connect with Nancy at https://www.linkedin.com/in/nancydoylecfa/ Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, http...

Some of your most overlooked prospects in the pandemic may be the female members of the couples you have helped over the past several years. Kathleen Burns Kingsbury talks to us about how to better cultivate your relationship with the female members of the families you serve. Kathleen is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence(R) podcast, an...

Professor Moshe A. Milevsky, a finance professor at the Schulich School of Business and arguably the godfather of modern retirement planning theory joins us today to discuss how to really understand retirement assumptions. Spoiler alert - you may want to brush up on your coding capability. Connect with Moshe at https://moshemilevsky.com/ Connect with That Annuity Show at https://twitter.com/ThatAn...