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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.

business investing

All Episodes

24:04

012 Many people spend more time planning for vacation...

That Annuity Show ·

2019/06/14

How many of your clients have spent more time planning their vacation than their retirement? Probably even more than we think. In today's show, we cover people's general lack of knowledge about the rates actually available today, how to overcome general skepticism of our products, and finally, insights into the real numbers of today's retiree. But first, here's a short message from our corporate sponsor. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow,

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18:09

011 Congress to our retirement rescue

That Annuity Show ·

2019/06/07

How many times have all of us in the annuity business wished Congress would help address the retirement crisis? Well it looks like they may actually do it. On May 25, the House passed the Secure Act, a bill designed to help Americans save more for retirement. At the time of the recording, the bill appears poised for passage by the Senate and approval by the President. Today, we look at the most exciting passages that could positively impact our annuity business. Here is the official summary of the

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23:08

010 Why are annuities on the rise?

That Annuity Show ·

2019/05/24

In the news - In an "InsuranceNewsNet" article LIMRA predicts that while both income-focused annuity product sales and accumulation-focused annuity product sales will grow in the next five years, accumulation annuity sales will grow at a much faster pace. Mark Will and Paul are back to discuss some of the reason’s annuity sales are on the rise. Mark, Will and Paul emphasize that companies are trying to meet new consumer demands by evolving their products. The evolution of fixed insurance

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24:37

009 When is a plan, actually a plan?

That Annuity Show ·

2019/04/12

In the news - In “The Motley Fool,” Selena Maranjian outlines what critical factors are necessary to research if you are planning to retire this year. Mark Will and Paul break down the retirement planning process, including discussing how to determine if a plan is right and when it will be time to start it. We then explore a scenario in which a woman is figuring out if it is possible to retire this year. Planning to retire is a complicated process that can often lead to not being able to execute a

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25:40

008 Dentists, Death & Annuities

That Annuity Show ·

2019/04/05

In the news - In Dentist's Money Digest, Ken Nuss provides readers with a series of questions to help understand a) if an annuity is the right product for them; and if yes, b) what type of annuity product they should select. Mark, Will and Paul discuss , the conclusions drawn, and add a few more of their own that advisors should consider asking. The team then pivots to walk through the various ways that an FIA can provide death benefits for contract owners. Connect with That Annuity Show at

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19:29

007 Low Interest Rates and the MYGA Option

That Annuity Show ·

2019/03/29

In the news - The New York Times recently published a fairly bleak outlook for interest rates. In , Neil Irwin suggests that there is no underlying economic reason for interest rates to rise in the near term. Mark, Will and Paul discuss his perspective and what this means for near-retirees and retirees dependent upon savings interest rates to cover daily living expenses. One solution that could help optimize interest rates in this environment is a multi-year guaranteed annuity. This fixed annuity is

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23:03

006 2019: The Need for Predictable Income Will Only Grow

That Annuity Show ·

2019/03/22

In the news - Kent Sluyter wrote a very good article predicting key trends in the annuity world in 2019 for Insurance News Net. Mark, Will, and Paul explore his third trend, Sluyter expects growth to continue in this product line primarily because of the income needs of a growing population of retirees. Picking up on that theme, our hosts take a walk through all the various options available on popular fixed indexed annuities available for consumers to create their own income streams. Hopefully,

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16:32

005 When is a 0% Loss Better Than a 20% Gain?

That Annuity Show ·

2019/03/15

In the news - Sean Ruggiero on Insurance News Net makes an interesting case for purchasing an FIA rather than investing in the market. In , Sean suggests that a smaller guarantee over an extended period of time can benefit a client more than having invested money during a drop and then a rapid rise. Mark, Will and Paul discuss his novel explanation. They delve into both strengths and weaknesses when possibility presenting this concept to your own clients. We then devote significant time on how to

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20:10

004 Putting a Friendlier Face on Annuities

That Annuity Show ·

2019/03/08

In the news - The New York Times recently profiled a series of startups focused on delivering a new class of annuities directly to consumers. Mark, Will and Paul discuss the merits of as well as the challenge of marketing complex products to consumers. In contrast to the simpler needs addressed by these new products, we go deep on roles that annuities can play in estate planning, one of the most complex areas of financial planning for consumers. This could open the door to a concept you haven't

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23:48

003 Ways to Ride the Market Roller Coaster In Retirement

That Annuity Show ·

2019/03/01

In the news - Our hosts discuss an article in the Winston Salem Journal written by Larry Hungerford called, "Too much volatility. How about no-risk income forever?". In the article, Hungerford advocates for people looking for less volatility to move their investments into immediate income. Mark, Will and Paul talk about recent swings in the market, the need for predictable income in retirement, and give caution for anyone putting all assets into any one product category. We then explore the range of

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28:58

002 Caps, Participation Rates and Retirement

That Annuity Show ·

2019/03/01

In the news - Our hosts discuss an article that appeared in the Aiken Standard by Greg Roberts called "ON THE MONEY: Another look at indexed annuities". Mark, Will and Paul discuss at the product as well as a not-so-positive review of agents who sell them. We then dive deep into caps and participation rates: two critical features to understand in order to explain how account values can grow. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow,

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03:58

001 Introduction

That Annuity Show ·

2019/02/25

Host Paul Tyler welcomes you to "That Annuity Show". This show is all about helping hardworking independent insurance agents like you explain annuities better to clients. We want to help every independent agent be successful in explaining the benefits of annuities. And there are many. For example, they can protect retirement nest eggs from market downturns. They can generate predictable income in retirement. They can even offer a number of benefits in case of serious illnesses. Listen to a brief

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