Podcast Episodes
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106 Getting Ready to Step Out on the Risk Spectrum with Byron Boston
Are you ready to take a step out on the risk spectrum? Special guest Byron Boston, Chief Executive Officer, and Co-Chief Investment Officer of Dynex …
5 years, 2 months ago
105 Finding Higher & Safer Interest Rates With Gary Zimmerman
What prevents clients from earning higher interest rates on their savings? Three factors - awareness, apathy, and inertia create road blocks accordin…
5 years, 2 months ago
104 Adapting Our Annuity Business to Changing Regulations, Markets, and Consumers
Can we learn what may lie ahead for our industry from regulatory changes in Australia? Will RILAs and MYGAs prove to be the winning products of 2021?…
5 years, 2 months ago
103 Confidently Sorting Through a Sea of Indices With Laurence Black
Fixed Indexed Annuities in the U.S. market now offer crediting strategies that include over 100 proprietary indices. How should agents and advisors c…
5 years, 2 months ago
Readying RIAs to Effectively Offer Annuities (And Many Other Topics) With Michelle Richter
Michelle Richter, Principal at Fiduciary Insurance Services, joins us again to cover a wide variety of important industry topics. One of many that ju…
5 years, 3 months ago
101 One Of These SPIAs Is Not Like The Others With Tamiko Toland
You may be one of those who says a SPIA is just a SPIA. Just don't say that in front of Tamiko Toland, Head of Research At CANNEX. In today's show, T…
5 years, 3 months ago
100 Finding Continued Purpose In a Changing Market With Joseph Jordan
In an annuity market driven by indices, interest, and volatility, we often focus on the numbers and not the lives we touch. Joe Jordan, speaker, writ…
5 years, 3 months ago
099 Inventing the Tradable Vix - Figuring Out How to Open the Sealed Coke Can For Investors With Devesh Shah
The CBOE was founded in 1973. However, it wasn't until 2002 that the investment community could actually trade on the VIX - the volatility index - th…
5 years, 3 months ago
098 Aligning All Interests - The Client, The Advisor and the Company With Yale Bock
How do independent investment advisors solve the retirement puzzle for their clients? Today, Yale Bock, Owner of Y H & C Investments offers his persp…
5 years, 4 months ago
097 From the Iron Curtain To Online Annuity Illustrations With David Novak
We all have our own unique story about how we found our way into the annuity business. Today, we'll share a very unique story that started behind the…
5 years, 4 months ago