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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

36:55

110 Creating Happiness For Your Clients with Tom Hegna

That Annuity Show ·

2021/07/30

How can we create more happy retirement planning clients? Tom Hegna joins our show today to share his insights on how to make this happen in your practice. Also, do you want to get regular updates on news from Tom and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show.Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned in this episode: https://tomhegna.com/

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43:25

109 Using and Improving Your RISE Score On The Way to...

That Annuity Show ·

2021/07/23

Many times when planning for retirement we often try to lock onto a specific date. However, it may be more productive for some to focus on their actual level of preparation for retirement. Today, Sheila Jelinek and Peter Sun from Milliman join us to talk about the genesis of the RISE tool which does exactly that. They explain how to get either your score or that of your client, and more importantly, how to use it to improve your plan over time. Also, do you want to get regular updates on news from

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46:39

108 The Next Five Years In The Business Will Be...

That Annuity Show ·

2021/07/16

The next few years promise to bring more change to our business than the last 50, according to our guest Jim Kerley. He should know. Jim has worked for carriers, launched businesses, and played a leading role at LIMRA. Today, he is managing partner of Clearview Partners and shares his perspective of change not only in the U.S. but around the world. Also, do you want to get regular updates on news from Jim and other guests of our show? Go to https://thatannuityshow.com and subscribe to our

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42:36

107 Finding Extra Savings Through Better Social...

That Annuity Show ·

2021/07/07

When to take Social Security could arguably be the single most important decision you will make in retirement. Jack Sharry, EVP and CMO for LifeYield joins us today to talk about technology's role in helping us all make the optimal call. Also, do you want to get regular updates on news from Jack 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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49:19

106 Getting Ready to Step Out on the Risk Spectrum...

That Annuity Show ·

2021/07/02

Are you ready to take a step out on the risk spectrum? Special guest Byron Boston, Chief Executive Officer, and Co-Chief Investment Officer of Dynex Capital, joins the conversation to share insights on Real Estate Investment Trusts (REITs): another potential source of income in retirement. Do you want to get regular updates on news from Byron and other guests of our show? Subscribe to our newsletter under the Receive Updates section, below. We hope you enjoy our conversation!

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40:09

105 Finding Higher & Safer Interest Rates With Gary...

That Annuity Show ·

2021/06/25

What prevents clients from earning higher interest rates on their savings? Three factors - awareness, apathy, and inertia create road blocks according to Gary Zimmerman, Founder & CEO of MaxMyInterest.com. Gary joins us today to discuss the savings problem he solved for himself and is now sharing with clients and their advisors. Also, do you want to get regular updates on news from Gary and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy

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43:19

104 Adapting Our Annuity Business to Changing...

That Annuity Show ·

2021/06/18

Can we learn what may lie ahead for our industry from regulatory changes in Australia? Will RILAs and MYGAs prove to be the winning products of 2021? How must we change how we explain our products to consumers? We discuss answers to these questions and more this week with Harry Stout. Harry has headed carriers in the U.S. and Australia. He has worked for IMOs and investors in the U.S. This year, he released a series of books on savings, investing, retirement and annuities titled The Financial Verse

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40:43

103 Confidently Sorting Through a Sea of Indices With...

That Annuity Show ·

2021/06/11

Fixed Indexed Annuities in the U.S. market now offer crediting strategies that include over 100 proprietary indices. How should agents and advisors conduct due diligence in this environment? What factors really matter? Today, Laurence Black, founder of The Index Standard, shares his perspective with us on this very important topic. Also, do you want to get regular updates on news from Laurence and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. Hope you

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37:58

102 Readying RIAs to Effectively Offer Annuities (And...

That Annuity Show ·

2021/06/04

Michelle Richter, Principal at Fiduciary Insurance Services, joins us again to cover a wide variety of important industry topics. One of many that jumped out in today's conversation was the need for structural change in how the annuity industry services RIAs in the future. Some of these involve technology, other products, and probably not surprisingly, how we better provide training about how to use insurance in financial plans. However, who will pay for training and how will it be delivered? Join

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43:12

101 One Of These SPIAs Is Not Like The Others With...

That Annuity Show ·

2021/05/28

You may be one of those who says a SPIA is just a SPIA. Just don't say that in front of Tamiko Toland, Head of Research At CANNEX. In today's show, Tamiko talks about the wide variety of SPIAs available on the market. And, she discusses how we need to place them thoughtfully inside the financial plans of our clients. We also cover a few other unordinary topics like the need for better product packaging, digital currency, and blockchain. Join us for the conversation today. Also, keep up with news

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39:07

100 Finding Continued Purpose In a Changing Market...

That Annuity Show ·

2021/05/21

In an annuity market driven by indices, interest, and volatility, we often focus on the numbers and not the lives we touch. Joe Jordan, speaker, writer, & industry veteran joins us today to help us remember the purpose in the good work we do. To quote another Joseph, "People say that what we’re all seeking is a meaning for life. I don’t think that’s what we’re really seeking. I think that what we’re seeking is an experience of being alive." Join us for the conversation and follow Joe at

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41:59

099 Inventing the Tradable Vix - Figuring Out How to...

That Annuity Show ·

2021/05/14

The CBOE was founded in 1973. However, it wasn't until 2002 that the investment community could actually trade on the VIX - the volatility index - thanks to the work of Devesh Shah. Devesh joins us today to talk about how this opened the door for the creation of today's annuities and what may lie ahead. Please go to our website at thatannuityshow.com and sign up for our email newsletter. In the next few weeks, we will be sending a short weekly email with news, ideas, and updates from our

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28:41

098 Aligning All Interests - The Client, The Advisor...

That Annuity Show ·

2021/05/07

How do independent investment advisors solve the retirement puzzle for their clients? Today, Yale Bock, Owner of Y H & C Investments offers his perspective after 30 years in the business. Yale contributes frequently for US News and Seeking Alpha.

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48:11

097 From the Iron Curtain To Online Annuity...

That Annuity Show ·

2021/04/30

We all have our own unique story about how we found our way into the annuity business. Today, we'll share a very unique story that started behind the Iron Curtain, before Perestroika became reality in the heart of the Ukraine. This story belongs to David Novak, the creator of software that may arguably reshape our practices over the next five years called Annuities Genius.

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45:41

095 Can You Get What You Want In Retirement With...

That Annuity Show ·

2021/04/16

Cyrus Bamji and Colin Devine from The Alliance for Lifetime Income join us today to talk about a number of pressing topics in retirement. We cover the 4% rule and whether really it should be 3%. Colin talks about the uniquely high risks that market downturns present for women. And, of course, we examine the value that lifetime income creates for all Americans. If you didn't know it, The Alliance was the sole sponsor for the last two years for the Rolling Stones U.S. Tour. Here are the links

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43:19

094 Obsess About The Retirement Planning...

That Annuity Show ·

2021/04/08

We're living in remarkable times with the release of an amazing range of both paid and open-source tools to help us stress-test retirement plans. Curtis Cloke, Owner and Principal of CurtisCloke.com joins us this week to talk about how to maximize the impact of our tools by focusing first on listening to the needs of clients. We discuss his process used to construct customized income plans for his clients. In addition, we talk about recent M&A activity, digital sales, and the potential of augmented

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45:03

093 Sometimes Even The Harshest Critics Like Our...

That Annuity Show ·

2021/04/02

Annuities are insurance, not investments. However, we need smart, passionate people to challenge us on how we build our products. Simpler products, lower fees, smaller minimum deposits will benefit everyone. Join us for a thoughtful discussion on these topics and more with Ethan Schwartz. Ethan has worked as an investment manager and financial services executive for 21 years. He was a special assistant to the deputy secretary of the Treasury in the Clinton administration. He also is a proud owner of

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37:53

092 Educating Students & Clients In A Stressed World...

That Annuity Show ·

2021/03/26

How does one educate college students and clients about the importance of the time-value of money in the middle of our virtual age? Matt Carey joins us to talk about both challenges in his role as investment advisor at Blue Spark Capital Advisors and as Director of Financial Market Studies at Iona's Hagan School of Business. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau

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39:23

091 Television, Trust, & Tenacity with Josh Mellberg

That Annuity Show ·

2021/03/19

Pioneering a new way to sell annuities to the public requires guts and patience. Josh Mellberg, President of J.D. Mellberg Financial joins us today to share with us his journey from a holding seminar a week to generating millions of leads on television. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on

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38:44

090 How Will Private Equity Reshape The Retirement...

That Annuity Show ·

2021/03/12

Private equity continues to drive investment and mergers & acquisitions in the insurance and RIA market. Scott Hawkins, Direct of Insurance Research at Conning joins us to share his team's insight on the impact to product, distribution, and consumer value. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on

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292 results

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