Podcast Episodes
Back to SearchStop Barfing Meaningless Cliches on Your Prospects With Sara Grillo
Season 1 Episode 58
In today's virtual world, authentic communication creates real connections with your prospects. Ho hum content makes them unsubscribe. Sara Grillo wo…
6 years, 1 month ago
Sales May Be Down, But The Annuity Industry Will Bounce Back With Sheryl Moore
Season 1 Episode 57
Sheryl Moore, Chief Storyteller of Wink, Inc. and industry guru joins us to talk about the state of the annuity market. Yes, sales are down. But Sher…
6 years, 1 month ago
Lessons In Virtual Advising from Canada With Marc Lamoureux
Season 1 Episode 56
Marc Lamoureux, CEO of Veriday, shares his perspective on the opportunities the pandemic has created for virtual advising. He has over thirty years o…
6 years, 1 month ago
Change Is Not New In The Annuity Industry
Episode 55
Kerry Pechter, Editor of the Retirement Income Journal brings his unique perspective as journalist, author, industry executive, and entrepreneur to t…
6 years, 1 month ago
The Case for More Female Advisors
Season 1 Episode 54
Sheila Jelinek and Suzanne Norman join us today from Milliman to discuss a recent paper they wrote entitled, "The Case for More Female Advisors". Adv…
6 years, 1 month ago
The Future Of Annuities and the Fate Of Our Industry
Season 1 Episode 53
Bruno Caron, Senior Financial Analyst at AM Best Company, shared with us his unique perspective on product design and the health of our industry. Bru…
6 years, 2 months ago
Using Homes to Create Income in Retirement
Season 1 Episode 52
Don Graves, Principal of HECM Advisors Group, joins us today to discuss how both annuities and reverse mortgages can create more opportunities for re…
6 years, 2 months ago
Building Income Protection Beyond Age 90 with AgeUp
Season 1 Episode 51
Blair Baldwin, Founder and General Manager of AgeUp, introduces us to his company's first annuity just recently released to the public. It effectivel…
6 years, 2 months ago
Building a Modern Annuity Business with Cathy Dewitt Dunn
Season 1 Episode 50
Today, we talk strategies, trends and client needs with Cathy DeWitt Dunn, a pioneer in the digital advice arena. Connect with Cathy DeWitt Dunn: Web…
6 years, 2 months ago
Life Happens - And Really Matters in 2020
Season 1 Episode 49
Faisa Stafford, President and CEO of Life Happens joins us today to discuss the rise in awareness of the need for insurance in 2020. She talks about …
6 years, 3 months ago