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PODCAST

That Annuity Show

Nassau Financial Group

We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.

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All Episodes

42:48

130 Navigating The New Regulatory Standards with...

That Annuity Show ·

2022/01/07

Regulation never sleeps in our business. More states continue to enact the new NAIC model regs. And now the Department of Labor suggests it may come out with new fiduciary standards as well. How should the industry successfully navigate the shifting currents? Today, we get some great guidance from Hayley Maldonado and Eric Marhoun from the legal department at Nassau Financial Group. Hear how they view the changes and how they have started to address the changes at their company. Also, do you want to

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41:31

129 Finding Purpose in Retirement with Gary Sirak

That Annuity Show ·

2021/12/24

Yes, building a retirement plan can feel daunting. However, do you really have a good plan if you don't have a purpose? Today, we talk with Gary Sirak, Owner of Sirak Financial. Gary is also the author of "How to Retire and Not Die". Gary shares his approach to helping clients find a purpose and discover their passion in retirement. And of course, he then helps them build a retirement plan that supports their mission in later life. Also, do you want to get regular updates on news about Gary and

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49:36

128 Spreading The Truth About Annuities with Cyrus Bamji

That Annuity Show ·

2021/12/17

Got Milk? Enjoy eating the Other White Meat? Today, meet Cyrus Bamji, Head of Communications for the Alliance for Lifetime Income. Cyrus and his team are on a mission to retell the story of annuities in an even more powerful way than those memorable ad campaigns. Get the inside story on how the Rolling Stones found the Alliance. And get the first preview of results from one of the most extensive consumer research projects in 2021. Also, do you want to get regular updates on news about Cyrus and

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42:52

127 Meeting the Health Care Needs of Seniors In A...

That Annuity Show ·

2021/12/10

Any conversation about retirement ultimately revolves around health care needs and expenses. Products for seniors continue to rapidly evolve. And Medicare premiums continue to rise. What advice will you give your clients this year? Today, Jesse Slome the Director of the American Long Term Care Insurance Association, Medicare Supplement Insurance & Critical Illness Insurance Association joins us to offer his perspective. Also, do you want to get regular updates on news about Jesse and other guests of

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27:57

126 Delivering Retirement Education and Innovation as...

That Annuity Show ·

2021/12/03

Knowledge is power, especially when it comes to money, savings, and planning for retirement. Today we're joined by Carson Hewett, Manager of Strategic Partnerships at Everfi and Jon Rosborough, Financial Professional Program Director for the Alliance for Lifetime Income. Live at the Rolling Stones concert in Atlanta, we talk about the great work both organizations are doing to help bring education to kids and adults. Also, do you want to get regular updates on news about Carson and Jon and other

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52:40

125 Earning Higher Safe Interest On Your Savings With...

That Annuity Show ·

2021/11/19

Can a fintech solution help your clients keep their cash safe but grow it faster than a bank? Today we talk with Michael Nelskyla, founder and CEO of SAVE about his solution. Michael was a pioneer in creating custom indices for insurance products and will talk about the overlap in customer needs and expectations will change in the future. Also, do you want to get regular updates on news about Michael and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We

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01:07:56

124 Telling the PG-Rated Story About The Retirement...

That Annuity Show ·

2021/11/12

Prior guests on the show have expressed a desire for someone to objectively talk about the retirement crisis and the positive role annuities can play in solving it. That person has arrived. Today, we talk with Doug Orchard, an independent film maker who is about to release "The Baby Boomer Dilemma" at a theater near you. And our guest host this week is none other than Bruno Caron. Also, do you want to get regular updates on news about Doug and other guests of our show? Go to

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35:02

123 Getting Your Web and Social Presence Right With...

That Annuity Show ·

2021/11/05

What's the first thing we do today when we're about to meet with someone for the first time? We Google them. What do your clients find when they Google you? More often than not, your profile on major social media platforms like LinkedIn will come up before your own website. Today, Robert Knop, CEO of Assist You Today, joins us to talk about the steps you should take to put your best foot forward in your potential client's search results. Also, do you want to get regular updates on news about Robert

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28:20

122 Getting Smart About Medicare Options With Ryan...

That Annuity Show ·

2021/10/29

Brace yourself for another few months of continual Medicare ads on television during open enrollment. I can almost guarantee these ads will cause one of your clients to call you with questions about their coverage. Can you answer the question? Today’s guest is Ryan McMillan, Vice President of Sales for Senior and Individuals at Bankers Fidelity Life Insurance Company. Ryan will prepare you to at least help your client ask better questions this year and help them sort through a wide range of options

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39:07

121 Helping Life Insurance Agents Explain Annuities...

That Annuity Show ·

2021/10/22

Many older clients who need life insurance can also benefit from annuities. However, many life insurance agents feel they lack the expertise to integrate annuities into a comprehensive plan. Today, Jeff Affronti, President of FSD Financial Services shares his thoughts on how to best help life insurance agents identify opportunities for annuities and effectively present solutions to their clients. Also, do you want to get regular updates on news about Jeff and other guests of our show? Go to

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39:16

120 Riding the RILA Wave with David Hanzlik

That Annuity Show ·

2021/10/15

Registered Index-Linked Annuities or RILAs have taken the broker-dealer market by storm over the past several years. David Hanzlik, Vice President, Annuity and Retirement Solutions at CUNA Mutual joins us to reflect on the recent growth of the product and how it may evolve over the next 2 years. Also, do you want to get regular updates on news about David and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show.

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49:20

119 Creating Authenticity, Innovation & Empathy In...

That Annuity Show ·

2021/10/08

How can insurance carriers build an empathetic relationship with policyholders? How do we drive innovation in a stressful time within our companies and practices? Industry veteran Maria Ferrante-Schepis joins us today to share her view of the present and her hope for the future of the business. We hope you enjoy the show. Links mentioned in the show: Maria's LinkedIn profile: https://www.linkedin.com/in/maria-ferrante-schepis-03b4031b/ Flirting With The Uninterested: Innovating In A "Sold, Not

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38:34

118 Finding Meaning and Making Money with H. Adam Holt

That Annuity Show ·

2021/10/01

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 algorithm his firm will release that will find the hidden gaps in your client's retirement plans. We also talk about the commitment that Adam and his firm have made to supporting diversity and inclusion in the retirement advice platform ecosystem. We hope you enjoy the show. Links mentioned in the show: Adam's company: https://www.asset-map.com/ Adam and

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36:23

117 Matching Your Practice Model To Your Client's...

That Annuity Show ·

2021/09/24

Last week, we explored the psychology of building a retirement solution for a client that not only delivers results, but also adapts to the personality traits of your client. This week, in part 2 of our discussion, Dr. Wade Pfau and Alex Murguia explore how advisors and firms should change their engagement strategy and even their service offerings to meet the exact needs of each client. Also, do you want to get regular updates on news about Wade, Alex and other guests of our show? Go to

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39:35

116 Finding Retirement Solutions That Stick with Wade...

That Annuity Show ·

2021/09/17

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 the market? We were really fortunate this week to have Dr. Wade Pfau and Alex Murguia on to discuss their research on the topic. They walk us through the tool they have built to help decode what exactly makes our clients tick. Also, do you want to get regular updates on news about Wade, Alex and other guests of our show? Go to

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56:17

115 Building Real Policyholder Relationships with...

That Annuity Show ·

2021/09/10

Carriers spend a lot of time talking about building strong policyholder relationships but how many actually have? Molly Black, Chief Product Officer at Life.io joins us today to talk about how her company makes those relationships a reality. What can we learn from their software design that we can apply to our own practices today? Also, do you want to get regular updates on news about Molly and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you

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41:11

113 We Love Annuities with Sheryl Moore

That Annuity Show ·

2021/09/03

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 provide us with predictions and savvy forecasts. She graciously joins us today to talk about changes in carrier ownership, product design changes and regulatory evolution. Also, do you want to get regular updates on news about Sheryl and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show

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50:45

113 Income Allocation Planning with Jerry Golden

That Annuity Show ·

2021/08/27

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 Golden, President & CEO at Golden Retirement joins us today to talk about Go2Income and the service that his tools provide for advisors that do just that. Also, do you want to get regular updates on news from Jerry and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Special thanks

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40:56

112 Medicare ABGFs with Terence Martin

That Annuity Show ·

2021/08/13

Healthcare typically is the biggest expense facing retirees. However, can you help you help your clients navigate the complexities of Medicare, Medicare Advantage and Medicare Supplement plans? I'm sure we will all get a lot of questions from clients as open enrollment begins in a few short weeks. To get a little smarter on the topic, we invited an expert on the industry to our show. Terence Martin, Head of Life, Annuities, and Healthcare Research at Conning joins us today to talk about consumer

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42:45

111 KYC(P)- Know Your Client's Personality To Provide...

That Annuity Show ·

2021/08/06

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 personality models and how they can improve how we deliver advice. Also, do you want to get regular updates on news from Dr. Cherry and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned in this episode: https://www.uwgb.edu/csb/faculty-staff/preston-cherry/

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292 results

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