Podcast Episodes
Back to SearchHow Will The Annuity Landscape Change This Year with Michelle Richter
Season 1 Episode 48
Michelle Richter, Managing Director of Retirement Enhancement Solutions at Milliman, joins us to share her insight on changes in product, distributio…
6 years, 3 months ago
Finding hope, simplicity and stability with Joe Jordan
Season 1 Episode 47
Industry legend Joe Jordan joins us today to talk about surviving and thriving through the current pandemic. Now is the time for agents and advisors …
6 years, 3 months ago
Rethinking Work And Life With Norm Trainor
Season 1 Episode 46
Norm Trainor, founder and CEO of the Covenant Group joins us today to impart both some wisdom and advice on how to move your practice forward during …
6 years, 3 months ago
Adapting to Disruption and Other Lessons from Emerging Markets
Season 1 Episode 45
Angus Shillington, a long-time emerging markets equity expert, joins us to talk about disruption in markets by technology and external catalytic even…
6 years, 3 months ago
Scrap the 4% Rule - Wade Pfau Says To Use 2.2%
Season 1 Episode 44
Wade Pfau, the founder of Retirement Researcher and the Professor of Retirement Income at The American College of Financial Services, joins us today.…
6 years, 4 months ago
Looking Back At Our Predictions
Season 1 Episode 43
Given the pandemic, we decided to shorten the distance of our own rear view mirror. Ramsey, Mark, Will and Paul look back on their predictions made i…
6 years, 4 months ago
Could COVID-19 Stress The Social Security System?
Season 1 Episode 42
Mary Beth Franklin, Contributing Editor at InvestmentNews, former senior editor at Kiplinger's Personal Finance magazine and public speaker on Social…
6 years, 4 months ago
Helping Clients Navigate Chaos While Creating New Value For Your Practice
Season 1 Episode 41
Today, H. Adam Holt, CEO of Asset-Map joins us to talk about the company he founded to help clients visually understand their goals and how they will…
6 years, 4 months ago
Real Time View of Annuity Sales
Season 1 Episode 40
Annuity agents have received a stream of announcements from carriers and state regulators over the last two weeks. How has this impacted sales? Get a…
6 years, 5 months ago
How To Tactfully Talk About Income Guarantees in Terrible Times
Season 1 Episode 39
If you purchased or sold an annuity before February you should be dancing in the street. Anyone who is remotely considering purchasing an annuity sho…
6 years, 5 months ago