Podcast Episodes
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126 Delivering Retirement Education and Innovation as a Service With Carson Hewett and Jon Rosborough
Knowledge is power, especially when it comes to money, savings, and planning for retirement. Today we're joined by Carson Hewett, Manager of Strategi…
4 years, 9 months ago
125 Earning Higher Safe Interest On Your Savings With Michael Nelskyla
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…
4 years, 9 months ago
124 Telling the PG-Rated Story About The Retirement Crisis With Doug Orchard
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…
4 years, 9 months ago
123 Getting Your Web and Social Presence Right With Robert Knop
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 Goog…
4 years, 10 months ago
122 Getting Smart About Medicare Options With Ryan McMillan
Brace yourself for another few months of continual Medicare ads on television during open enrollment. I can almost guarantee these ads will cause one…
4 years, 10 months ago
121 Helping Life Insurance Agents Explain Annuities with Jeff Affronti
Many older clients who need life insurance can also benefit from annuities. However, many life insurance agents feel they lack the expertise to integ…
4 years, 10 months ago
120 Riding the RILA Wave with David Hanzlik
Registered Index-Linked Annuities or RILAs have taken the broker-dealer market by storm over the past several years. David Hanzlik, Vice President, A…
4 years, 10 months ago
119 Creating Authenticity, Innovation & Empathy In Insurance with Maria Ferrante-Schepis
How can insurance carriers build an empathetic relationship with policyholders? How do we drive innovation in a stressful time within our companies a…
4 years, 11 months ago
118 Finding Meaning and Making Money with H. Adam Holt
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 a…
4 years, 11 months ago
117 Matching Your Practice Model To Your Client's Psychology with Wade Pfau and Alex Murguia
Last week, we explored the psychology of building a retirement solution for a client that not only delivers results, but also adapts to the personali…
4 years, 11 months ago