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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

35:24

072 Getting Your Financial Household In Order With...

That Annuity Show ·

2020/11/13

Do you have a go-back ready with all your critical financial files? Can your family recite the emergency drill in case a market or job catastrophe hits? Nancy Doyle, author, speaker and high net worth advisor joins and talks through the plan to get to a plan. Connect with Nancy at https://www.linkedin.com/in/nancydoylecfa/ 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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31:06

071 Better Serving Your Female Clients With Kathleen...

That Annuity Show ·

2020/11/06

Some of your most overlooked prospects in the pandemic may be the female members of the couples you have helped over the past several years. Kathleen Burns Kingsbury talks to us about how to better cultivate your relationship with the female members of the families you serve. Kathleen is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence(R) podcast, and the author of several books, including How to Give Financial Advice to Women and How to Give Financial

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49:28

070 Challenging Retirement Planning Assumptions With...

That Annuity Show ·

2020/10/30

Professor Moshe A. Milevsky, a finance professor at the Schulich School of Business and arguably the godfather of modern retirement planning theory joins us today to discuss how to really understand retirement assumptions. Spoiler alert - you may want to brush up on your coding capability. Connect with Moshe at https://moshemilevsky.com/ Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com

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42:10

069 Annuities Are Sold Not Bought And Other Debunked...

That Annuity Show ·

2020/10/23

Matt Carey, Co-Founder & CEO of Blueprint Income joins us today to share his journey learning how to bring retirement solutions more efficiently at scale to individuals. Along the way, he has proven that people will find and purchase annuities through a digital channel. Also in this pandemic, demand for our product may not be down at all. Matt thinks we just aren’t wired as an industry to meet clients on their terms during this digital-first marketing environment. Connect with Matt Carey at

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39:56

068 Creating Efficient, Authentic Connections With...

That Annuity Show ·

2020/10/16

Learn how to build better connections with clients and their family, make complicated concepts simpler, and conduct more business over a camera on the web. However, this requires study, practice, and experience. Charles Samuel shares his years of learnings with us on this episode that could dramatically shorten the your learning curve. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com

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41:53

067 Plotting A New Future For Insurance With Nick...

That Annuity Show ·

2020/10/09

Nick Gerhart, insurance executive, regulator, innovator and champion for positive change joins us today to discuss the outlook for consumers, products, regulation, distribution, and innovation in the retirement space. Connect with Nick at 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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44:15

066 Uncovering New Risks in Retirement With Jamie...

That Annuity Show ·

2020/10/02

Jamie Hopkins, Managing Director of Carson Coaching and Director of Retirement Research for the Carson Group, joins us to talk about how the pandemic and the possibility of negative interest rate reframe retirement challenges. Connect with Jamie at jamiehopkins.com or 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

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36:55

065 Discovering Your Retirement "Safe" Word with...

That Annuity Show ·

2020/09/25

Lindsay Goldwert, Editor-in-Chief of Zeta, successful podcast host, joins us on our podcast today. We talk about how to make people feel safe about opening up and sharing their retirement fears and hope. Connect with Lindsay 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 https://www.linkedin.com/in/ramseydsmith

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42:49

064 Making Sense of Sometimes Nonsensical Legislation...

That Annuity Show ·

2020/09/21

Jeff Levine, self-confessed “nerd of nerds” walks us across the retirement legislative battlefield that agents and advisor must cross today. Trust us when we say we’re confused at times, too. Connect with Jeffery Levine at www.kitces.com. 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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38:05

063 Become a "Referable" Agent or Advisor With Better...

That Annuity Show ·

2020/09/11

at joins us to talk about the importance of planning for Social Security distributions before you actually retire. Too many times, people only solve for the highest possible monthly payment. Ash discusses the many different problems that early, thoughtful planning can potentially solve for both middle-market customers and high net worth clients. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at

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39:25

062 Building An Income Distribution Plan with Sheryl...

That Annuity Show ·

2020/09/04

How do you actually build, manage and monitor an income distribution plan for your client? The founders of , Sheryl O'Connor, Phillip Lubinsky, and Tom O'Connor talk about the problem faced by advisors when they take on this task. They also walk us through the solution they have created to put advisors and agents at the top of the game. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com

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35:55

061 Emerging Innovation in Annuities with George...

That Annuity Show ·

2020/08/28

George Castineiras, Principal at Brewer Lane Ventures, joins us to discuss product innovation, workplace marketing, and emerging businesses in the retirement market place. George shares his advice for agents who want to shift their practice to capitalize on new opportunities. Connect with George Castineiras: Website: Email: george@brewerlane.com Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at

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36:24

060 Five Reasons To Talk About Healthcare First With...

That Annuity Show ·

2020/08/21

Ads for retirement planning typically focus on boats and vacations. In reality, the first concern in retirement should be funding healthcare. Jack Towarnicky from the American Retirement Association joins us today to talk about the reason advisors should address this funding need first. Connect with Jack Towarnicky: Email: jacktowarnicky@gmail.com Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at

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36:58

059 Mastering Money For The Masses With Norm Champ

That Annuity Show ·

2020/08/14

Today's virtual advisor model creates a new opportunity to educate more people than ever about basic financial concepts. We explore both challenges and opportunity with Norm Champ, Author of Mastering Money. 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 https://www.linkedin.com/in/ramseydsmith or

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40:41

058 Stop Barfing Meaningless Cliches on Your...

That Annuity Show ·

2020/08/07

In today's virtual world, authentic communication creates real connections with your prospects. Ho hum content makes them unsubscribe. Sara Grillo won't tolerate the latter. In today's show, she offers great advice on how to develop your own voice and amplify your presence on the web. 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

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40:37

057 Sales May Be Down, But The Annuity Industry Will...

That Annuity Show ·

2020/07/31

Sheryl Moore, Chief Storyteller of Wink, Inc. and industry guru joins us to talk about the state of the annuity market. Yes, sales are down. But Sheryl finds some bright spots and suggests ways we can adapt our products and sales processes to succeed over the next 12-18 months. 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

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38:34

056 Lessons In Virtual Advising from Canada With Marc...

That Annuity Show ·

2020/07/24

Marc Lamoureux, CEO of Veriday, shares his perspective on the opportunities the pandemic has created for virtual advising. He has over thirty years of management and executive experience, growing multiple technology and consulting organizations. As the co-founder and CEO of Veriday, he has led the organization through two product launches and over ten years of progressive growth, including several landmark projects for Google. Prior to joining Veriday, he was Chief Operating Officer at ThinkWrap,

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25:27

055 Change Is Not New In The Annuity Industry With...

That Annuity Show ·

2020/07/17

Kerry Pechter, Editor of the Retirement Income Journal brings his unique perspective as journalist, author, industry executive, and entrepreneur to the microphone this week. Join us as we walk through the state-of-the-state of the industry and we learn that change we currently witness is nothing new for our business. Connect with Kerry Pechter: LinkedIn: Sponsored Message: head to to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living

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44:47

054 The Case for More Female Advisors With Sheila...

That Annuity Show ·

2020/07/10

Sheila Jelinek and Suzanne Norman join us today from Milliman to discuss a recent paper they wrote entitled, "The Case for More Female Advisors". Advisors are serving a more diverse client base than ever before and, as more women control assets, there is an increasing demand for advisors who can help them with their goals. By working together to inspire more women to join our ranks, we can create inclusive workplaces and potentially better outcomes for clients. Check out Connect with Sheila &

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35:45

053 The Future Of Annuities and the Fate Of Our...

That Annuity Show ·

2020/07/03

Bruno Caron, Senior Financial Analyst at AM Best Company, shared with us his unique perspective on product design and the health of our industry. Bruno is an actuary with more than a decade of experience spanning various sectors of the life and annuity industry: consulting, life insurance company, start-up company, sell-side equity research and credit rating. Sponsored Message: head to to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living

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292 results

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