Podcast Episodes
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172 - Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain - 1 of 2
The SECURE Act reinvigorated interest in expanding the market for in-plan annuities. However, we need to make many more changes to really drive adopt…
3 years, 9 months ago
171 - Helping Canadians Retire From Work, Not Life With Fraser Stark
Can a mutual fund create new income potential for investors by sharing mortality risk? The answer is "yes", starting in Canada. Fraser Stark, Preside…
3 years, 9 months ago
170 - The Future of Advice With Paul Blanco
What will the future of face-to-face distribution look like in the coming years. Today, we talk with someone who has always built a business five yea…
3 years, 9 months ago
169 - Should Interest Rate Changes Rewrite Retirement Product Recommendations with Dave Blanchett and Michael Finke
For those of us in the business, it feels like interest rates have been rising every two weeks. Fixed rates and guaranteed income have gone up. Howev…
3 years, 10 months ago
168 - The Year Of In-Plan Annuities with Matt Wolniewicz
Many people will experience shock when they open their 401(k) statements this year. Will the growing awareness of market risk open the doors for more…
3 years, 10 months ago
167 - Answering Social Security Questions in Today's Environment with Martha Shedden
Social Security remains the starting point for many client conversations. It takes a lot of work to stay current with the changes in rules. Martha Sh…
3 years, 10 months ago
166 - Keeping Annuity Regulations Rational with Kim O'Brien
As is often the case in this industry, what is new is old. Today, we're seeing regulation re-emerge that the industry successfully challenged over 10…
3 years, 11 months ago
165 How I Built This Practice From Facebook with Andy Panko
We usually have a good idea of where our interviews will head. However, sometimes we discover a more interesting story the longer we talk. That happe…
3 years, 11 months ago
164 - You Can't Solve Risk By Adding More Risk with David Macchia
Rising inflation and rising rates have created a challenging environment for retirees. At the same time, our industry is poised to offer significant …
3 years, 11 months ago
163 - The State of the Annuity Market Today with Todd Taylor
The annuity industry reported record sales in the first half of this year. Leading the pack was none other than New York Life. Today, we meet Todd Ta…
3 years, 11 months ago