120 Riding the RILA Wave with David Hanzlik
Registered Index-Linked Annuities or RILAs have taken the broker-dealer market by storm over the past several years. David Hanzlik, Vice President, An...
That Annuity Show
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About
We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. However, the products can be very complicated. And discussing tough topics about retirement lifestyle can be tricky. At the same time, we work in a highly regulated industry. We frequently sell our products to seniors. And the laws seem to change all the time. How do we effectively build our practice and remain compliant with all rules? You should walk away each time you listen with some idea that will make your next client meeting run better. Please give us feedback as we go. We want to make your important job just a little bit easier each day.
119 Creating Authenticity, Innovation & Empathy In Insurance with Maria Ferrante-Schepis
How can insurance carriers build an empathetic relationship with policyholders? How do we drive innovation in a stressful time within our companies an...
118 Finding Meaning and Making Money with H. Adam Holt
Today, we catch up with one of our first guests, H. Adam Holt, CEO of Asset-Map to discuss a wide variety of topics. He gives us a sneak peak of an al...
117 Matching Your Practice Model To Your Client's Psychology with Wade Pfau and Alex Murguia
Last week, we explored the psychology of building a retirement solution for a client that not only delivers results, but also adapts to the personalit...
116 Finding Retirement Solutions That Stick with Wade Pfau and Alex Murguia
What makes a retirement recommendation not only work but also stick for you client? Could it be a combination of personality traits and beliefs about ...
115 Building Real Policyholder Relationships with Molly Black
Carriers spend a lot of time talking about building strong policyholder relationships but how many actually have? Molly Black, Chief Product Officer a...
113 We Love Annuities with Sheryl Moore
Summer is almost over. What's the outlook for the annuity industry as we head back to our (virtual) offices? Sheryl Moore is the perfect guest to prov...
113 Income Allocation Planning with Jerry Golden
How do you create more income with less market risk and lower fees and income taxes than traditional retirement income plans for your client? Jerry Go...
112 Medicare ABGFs with Terence Martin
Healthcare typically is the biggest expense facing retirees. However, can you help you help your clients navigate the complexities of Medicare, Medica...
111 KYC(P)- Know Your Client's Personality To Provide Better Advice with Dr. Preston Cherry
The regulators make us attest we know our clients. However, do we really know what makes them tick? Dr. Preston Cherry joins us today to discuss perso...