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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

39:33

052 Using Homes to Create Income in Retirement With...

That Annuity Show ·

2020/06/26

Don Graves, Principal of HECM Advisors Group, joins us today to discuss how both annuities and reverse mortgages can create more opportunities for retirement. Sponsored Message: head to to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living past the ripe age of 90. Connect with Don Graves: Website: Email: askdongraves@gmail.com Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow,

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29:15

051 Building Income Protection Beyond Age 90 with...

That Annuity Show ·

2020/06/19

Blair Baldwin, Founder and General Manager of AgeUp, introduces us to his company's first annuity just recently released to the public. It effectively allows a person to contribute a small amount of money each month to create meaningful income protection in very late retirement - from age 91 to 100. Sponsored Message: head to to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living past the ripe age of 90. Connect with Blair Baldwin:

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28:29

050 Building a Modern Annuity Business with Cathy...

That Annuity Show ·

2020/06/12

Today, we talk strategies, trends and client needs with Cathy DeWitt Dunn, a pioneer in the digital advice arena. Connect with Cathy DeWitt Dunn: Website: 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 https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the

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31:23

049 Life Happens - And Really Matters in 2020 With...

That Annuity Show ·

2020/06/05

Faisa Stafford, President and CEO of Life Happens joins us today to discuss the rise in awareness of the need for insurance in 2020. She talks about the stories, outreach, and the future projects designed to motivate people to protect their families and their retirement. Connect with Faisa Stafford: Website: 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

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29:22

048 How Will The Annuity Landscape Change This Year...

That Annuity Show ·

2020/05/29

Michelle Richter, Managing Director of Retirement Enhancement Solutions at Milliman, joins us to share her insight on changes in product, distribution, and the consumer market. 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 https://twitter.com/RamseyDSmith1. Visit

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30:53

047 Finding hope, simplicity and stability with Joe...

That Annuity Show ·

2020/05/22

Industry legend Joe Jordan joins us today to talk about surviving and thriving through the current pandemic. Now is the time for agents and advisors to truly live a life of significance. Connect with Joe Jordan: Website: 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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36:27

046 Rethinking Work And Life With Norm Trainor

That Annuity Show ·

2020/05/15

Norm Trainor, founder and CEO of the Covenant Group joins us today to impart both some wisdom and advice on how to move your practice forward during the COVID-19 crisis and beyond. Connect with Norm Trainor: Website: 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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34:07

045 Adapting to Disruption and Other Lessons from...

That Annuity Show ·

2020/05/08

Angus Shillington, a long-time emerging markets equity expert, joins us to talk about disruption in markets by technology and external catalytic events. 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 https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the

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35:45

044 Scrap the 4% Rule - Wade Pfau Says To Use 2.2%

That Annuity Show ·

2020/05/01

Wade Pfau, the founder of Retirement Researcher and the Professor of Retirement Income at , joins us today. We discuss the problems with using a 4% as a safe rule for withdrawal planning in retirement. We also explore why annuities work better than bonds in creating higher levels of predictable income in retirement. 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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24:17

043 Looking Back At Our Predictions

That Annuity Show ·

2020/04/24

Given the pandemic, we decided to shorten the distance of our own rear view mirror. Ramsey, Mark, Will and Paul look back on their predictions made in January and see just how much has changed. Maybe they deserve a Mulligan. What do you think? 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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41:46

042 Could COVID-19 Stress The Social Security System?...

That Annuity Show ·

2020/04/17

Mary Beth Franklin, Contributing Editor at InvestmentNews, former senior editor at Kiplinger's Personal Finance magazine and public speaker on Social Security & Retirement; CFP joins us today to talk about Social Security. She shares some of her expert advice for advisors and their clients. And we talk about the potential impact of COVID-19 on Social Security. How will 20 million unemployed workers and senior taking early retirement stress the system? Connect with Mary Beth Franklin: Website:

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40:09

041 Helping Clients Navigate Chaos While Creating New...

That Annuity Show ·

2020/04/10

Today, H. Adam Holt, CEO of Asset-Map joins us to talk about the company he founded to help clients visually understand their goals and how they will reach them through their investments and insurance products. Along the way, he has helped many financial professionals build larger practices, that help more clients and with less travel time. Check out Asset-Map: Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our

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26:25

040 Real Time View of Annuity Sales

That Annuity Show ·

2020/04/03

Annuity agents have received a stream of announcements from carriers and state regulators over the last two weeks. How has this impacted sales? Get a first hand look from Mark Fitzgerald. We also continue our discussion on how to best adapt insurance practices to meet clients in a virtual world. 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

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29:29

039 How To Tactfully Talk About Income Guarantees in...

That Annuity Show ·

2020/03/27

If you purchased or sold an annuity before February you should be dancing in the street. Anyone who is remotely considering purchasing an annuity should the inherent power when the market declined. Now, how do you tell more people about the value of our guarantees in a tactful manner? Listen to our discussion on this topic. 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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32:08

038 Top Considerations for Sales in a Virtual World

That Annuity Show ·

2020/03/20

We’re living in a grand, unplanned experiment where we all need to conduct business without direct human contact. How will this impact annuity sales? How must we adapt? Ramsey, Will and Paul explore a number of solutions on how to keep your practice intact. 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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22:04

037 Coronavirus, Annuities, & Bonds With Chris White

That Annuity Show ·

2020/03/13

Today, we continue our conversation on the how Covid-19 will impact the annuity market in 2020. We explore a number of very interesting threads in the bond market environment with Ramsey Smith and our special guest, Chris White, CEO of BondCliQ. The answer, as you may expect, is complicated. Spoiler alert: The long term outlook remains positive. Connect with Chris White: Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our

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14:01

036 The Coronavirus And Annuities

That Annuity Show ·

2020/02/28

The spread of the coronavirus has occupied all news broadcasts for the last several weeks. How could this health crisis impact the annuity market? Will, Ramsey, and Paul discuss the implications on consumer demand, rates, and the overall economy. Real Vision recently profiled Ramsey in an episode called “The Merchant of Simplicity.” As a bonus for our visitors, Ramsey gave a complementary link to the show: . Be sure to give us feedback on the show. Connect with That Annuity Show at

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17:10

035 You Can Get The Income That You Want

That Annuity Show ·

2020/02/14

The Rolling Stones will sing retirement income this year with a second sponsorship annual sponsorship from the Alliance for Lifetime Income. But this year, the SECURE Act may be part of the encore act. Mark, Ramsey and Paul talk about continuing discussions around the industry in very surprising places about the impact of the SEURE Act. Also, as mentioned in the show, don’t miss Ramsey’s appearances on Yahoo finance. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow,

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24:42

034 Build a Bond Portfolio or Buy an Annuity?

That Annuity Show ·

2020/01/31

Ramsey, Mark, Will and Paul debate the pros and cons of taking a DYI approach to creating income in retirement. 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 https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general

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25:54

033 Can the UBI Debates Advance The Annuity Dialogue?

That Annuity Show ·

2020/01/24

Our regular guest, Ramsey Smith, founder and CEO of ALEX.fyi recently appeared on ABC and discussed a proposal for universal basic income, or UBI, with Andrew Yang, presidential candidate. Today, we dissect the discussion and reflect on how the rationale helps propel the annuity discussion to the forefront of attention 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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