Podcast Episodes
Back to SearchReally Getting to Know Your Client...on an Emotional Basis
Season 1 Episode 18
Mark discusses a recent study released by Cetera Financial Group that segments retirement planning clients by personality type. It should came as no …
7 years, 1 month ago
15-minute update on SECURE Act, Reg BI, and new suitability regs
Season 1 Episode 17
Summer should be for hanging out at the beach and reading a book. This year, advisors in the retirement planning market should probably slip a few re…
7 years, 1 month ago
How to master the new wave of accumulation FIAs
Season 1 Episode 16
We have witnessed an explosion of choices for advisors focused on providing their clients with accumulation-oriented fixed indexed annuities. How sho…
7 years, 1 month ago
Have you helped your clients build a great retirement savings nest egg?
Season 1 Episode 15
Have you helped your clients build a great retirement savings nest egg? Gordon Sylvester, head of GamePlan's life insurance and fixed indexed annuity…
7 years, 2 months ago
Best Product for Retirement Income: Life Insurance or Annuities?
Season 1 Episode 14
In today's episode, we debate what is the best product to meet your client's retirement income needs - life insurance or annuities? Both have the abi…
7 years, 2 months ago
013 What do horror movies and insurance regulation have in common?
Season 1 Episode 13
What do horror movies and insurance regulation have in common? Just when you think the monster has been killed, the last scene hints that the horror …
7 years, 2 months ago
Many people spend more time planning for vacation than retirement
Season 1 Episode 12
How many of your clients have spent more time planning their vacation than their retirement? Probably even more than we think. In today's show, we co…
7 years, 2 months ago
Congress to our retirement rescue
Season 1 Episode 11
How many times have all of us in the annuity business wished Congress would help address the retirement crisis? Well it looks like they may actually …
7 years, 2 months ago
Why are annuities on the rise?
Season 1 Episode 10
In the news - In an "InsuranceNewsNet" article LIMRA predicts that while both income-focused annuity product sales and accumulation-focused annuity p…
7 years, 3 months ago
When is a plan, actually a plan?
Season 1 Episode 9
In the news - In "The Motley Fool," Selena Maranjian outlines what critical factors are necessary to research if you are planning to retire this year…
7 years, 4 months ago