Podcast Episodes

Face-to-Face Selling Goes Virtual

Season 1 Episode 38

We're living in a grand, unplanned experiment where we all need to conduct business without direct human contact. How will this impact annuity sales?…

6 years, 5 months ago

Coronavirus, annuities, & bonds

Season 1 Episode 37

Today, we continue our conversation on the how Covid-19 will impact the annuity market in 2020. We explore a number of very interesting threads in th…

6 years, 5 months ago

The Coronavirus And Annuities

Season 1 Episode 36

The spread of the coronavirus has occupied all news broadcasts for the last several weeks. How could this health crisis impact the annuity market? Wi…

6 years, 6 months ago

You Can Get The Income That You Want

Season 1 Episode 35

The Rolling Stones will sing retirement income this year with a second sponsorship annual sponsorship from the Alliance for Lifetime Income. But this…

6 years, 6 months ago

034 Build a Bond Portfolio or Buy an Annuity?

Ramsey, Mark, Will and Paul debate the pros and cons of taking a DYI approach to creating income in retirement. Connect with That Annuity Show at htt…

6 years, 7 months ago

Can the UBI debates advance the annuity dialogue?

Season 1 Episode 33

Our regular guest, Ramsey Smith, founder and CEO of ALEX.fyi recently appeared on ABC and discussed a proposal for universal basic income, or UBI, wi…

6 years, 7 months ago

SECURE Act - Day 2

Season 1 Episode 32

In many ways, the SECURE Act surprised many people in the industry. Over the last few weeks, many carriers, distributors and consultants have scrambl…

6 years, 7 months ago

Our Best Predictions for 2020

Season 1 Episode 31

Mark, Will, Paul and Ramsey Smith, founder and CEO of ALEX.fyi share their predictions for 2020. Bookmark this episode and hold them to the fire at t…

6 years, 7 months ago

Looking Back at 2019

Mark, Will and Paul take time on the last day of the year to look back at major events driving the annuity industry in 2019. Connect with That Annuit…

6 years, 8 months ago

Will the SECURE Act finally pass

Season 1 Episode 29

Ramsey Smith, Founder and CEO of Alex.fyi joins us again as a guest to discuss the SECURE Act. Will it pass? What will it mean? Join our team as we f…

6 years, 8 months ago