Podcast Episodes
Back to SearchHow will California's CCPA change annuity marketing?
Season 1 Episode 28
Anthony LaRosa, a digital marketing veteran, joins Mark, Will and Paul to talk about the potential impact of California's Consumer Privacy Act, or CC…
6 years, 9 months ago
Ramsey Smith on Annuity Careers
Season 1 Episode 27
Are you considering switching careers? Should you consider becoming an independent annuity agent? Ramsey Smith, founder and CEO of Alex.FYI discusses…
6 years, 9 months ago
Creating Retirement Planning Leads
Season 1 Episode 26
Michael Coombs of AmeriLife talks about retirement challenges facing many Americans and how to reach them through social media. Connect with That Ann…
6 years, 9 months ago
Annuity Index Illustrations - About More Than Just Highs and Lows?
Season 1 Episode 25
Mark, Will and Paul take a look back at the continued rapid growth of fixed indexed annuity (FIA) sales across the industry. They discuss the recent …
6 years, 10 months ago
InsureTech Connect 2019
Season 1 Episode 24
Mark, Will and Paul talk about the potential impact of Insurtech innovation on traditional agents. Paul spent three days in Las Vegas with 7,000 peop…
6 years, 11 months ago
Accumulation Annuities and Option Budgets
Season 1 Episode 23
We may look back and call 2019 the year of the accumulation-focused fixed indexed annuity. Many carriers have launched interesting new annuities focu…
6 years, 11 months ago
FIA Industry Sales Jump 17% in Q2 2019
Season 1 Episode 22
Description: Mark, Will and Paul take a look back at the continued rapid growth of fixed indexed annuity (FIA) sales across the industry. They discus…
7 years ago
Ramsey Smith, Founder of Alex.fyi
Season 1 Episode 21
Today we have a special episode. Nassau Re launched an incubator in Hartford earlier this year. We support another podcast called The Nassau Re imagi…
7 years ago
Sequence of Returns
Season 1 Episode 20
Mark, Will, and Paul discuss a recent article on ThinkAdvisor written by Elle Switzer of CUNA Mutual. Elle explores how early withdrawals can amplify…
7 years ago
Lower Interest Rates and Client Conversations
Season 1 Episode 19
The Fed lowered interest rates this week. What does this mean for client conversations? Not a lot yet. Mark uses the opportunity for a refresher on t…
7 years ago