Podcast Episodes
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202 - Quarterly Economic Outlook with David Czerniecki
David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us today to talk about the economy. In this episode, we cover a cooling ec…
2 years, 11 months ago
201 - The End of Leads As We Know Them With Danny Greeson
Leads really are the lifeblood of many retirement practices. However, changes in regulation both in the annuity and Medicare space may put an end to …
3 years ago
200 - Playing The Long Game in The Retirement Industry With Scott Stolz
What's changed in our business? What hasn't? Today, we have a great conversation with industry veteran Scott Stolz, Managing Director of iCapital. Li…
3 years ago
199 - Making Social Security Conversations Easier With Jeff Quigley
Most retirement plans start with Social Security. However, very few people actually understand how their payment is determined or what their check co…
3 years ago
198 - State of the State of the Retirement Industry With Jim Kerley
In the retirement industry, we're living through a lot of change. Who could be better to help us put the challenges in perspective than Jim Kerley, M…
3 years, 1 month ago
197 - Annuities for Dummies With Kerry Pechter
Have we gotten any smarter about retirement and annuities since 2008? That was the year in which today's guest Kerry Pechter, first released his book…
3 years, 1 month ago
196 - Creating New Experiences and Clients in the Metaverse with Panos Leledakis
Emerging augmented reality and virtual reality technology present an interesting opportunity to create memorable experiences for clients. Panos Leled…
3 years, 1 month ago
195: Using AI & QR Codes to Collapse Lead Funnels With Jay Wolff
The insurance industry has a tortured relationship with leads - we desperately need them but seem to rarely like what we receive. Maybe the problem i…
3 years, 2 months ago
194 - Finding New Ways To Speed Retirement Savings With Dario Fusato
It's not often that people create new products that aren't annuities to increase late-in-life income for seniors. It's even rarer to design one inten…
3 years, 2 months ago
193 - The Quarterly Market Review With David Czerniecki
David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us again this quarter to provide his assessment of market trends and the o…
3 years, 2 months ago