הפודקאסטים הטובים ביותר ב-Annuity (2024)

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Transfer Your Risk to Annuity Contractual Guarantees: Shootin' It Straight With Stan 8:47

7d ago8:47

8:47

In this episode, The Annuity Man discussed: What annuities solve for Transfer of risk The three phases of retirement Key Takeaways: Annuities solve for PILL: Principal protection, Income for life, Legacy, and Long-term care. There’s no G for growth, or R for Returns. If you want growth and returns, do not buy an annuity of any type. Annuities are b…

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218 - Annuities and The Income Path with Tamiko Toland and Michael Finke 35:00

12d ago35:00

35:00

Tamiko Toland and Michael Finke join us today as founders of Income Path. Income Path is a tool that visualizes retirement income paths and the impact of annuities on that journey. A conversation with Bill Sharpe in 2018 provided the spark for this new venture. The tool aims to shift the narrative from fear-based discussions to positive outcomes an…

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Jamie Hopkins: Retirement Planning And The Why That Makes You Cry (TAM Classic) 52:36

8d ago52:36

52:36

In this episode, The Annuity Man and Jamie Hopkins discuss: ROS - Return on Sleep From an accumulation to a decumulation mindset Living your retirement meaningfully Changing your relationship with money Key Takeaways: People often don’t care about optimal, people care about being happy. Giving people a good retirement experience, a Return On Sleep,…

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You Already Own At Least 2 Annuities: Shootin' It Straight With Stan 7:24

14d ago7:24

7:24

In this episode, The Annuity Man discussed: The best inflation annuity on the planet. The second annuity you already own RMDs are an annuity payment Key Takeaways: Annuities that adjust for inflation offered by the private sector have their initial payments drastically lowered to make up for the index increase. You don’t need to get that because yo…

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Get Your Annuity Income Ducks in a Row: Shootin' It Straight With Stan 11:56

21d ago11:56

11:56

In this episode, The Annuity Man discussed: What retirement is all about The ducks that you may already have Annuity income ducks Key Takeaways: Retirement, or chapter two of your life, is the time that you need money hitting the bank account so that you can go live your life. This chapter is going to be all about you, about your lifestyle, and abo…

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Marcia Mantell: Cookin' Up Your Retirement Plan 52:02

22d ago52:02

52:02

In this episode, The Annuity Man and Marcia Mantell discuss: The value of simplicity in understanding financial concepts Getting ready for the emotional aspect of retirement The key to financial success in retirement The importance of creating an estate plan Key Takeaways: If you can’t explain a concept or product simply to somebody who doesn’t liv…

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217 - The Peak 65 Zone Is Here With Jason Fichtner 42:11

26d ago42:11

42:11

217 - The Peak 65 Zone Is Here With Jason Fichtner Jason Fichtner, Chief Economist, Bipartisan Policy Center & Executive Director, Retirement Income Institute, Alliance for Lifetime Income joins us today to talk to us about his latest paper. Jason recently released the 2024 edition of “The Peak 65® Zone Is Here – Creating A New Framework For Americ…

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Your Retirement Plan Is Not an Annuity Game: Shootin' It Straight With Stan 12:46

28d ago12:46

12:46

In this episode, The Annuity Man discussed: The standard of a fiduciary Your retirement is not a game Annuities as guarantees and as commodities Key Takeaways: Be wary of people in the annuity industry who sell one product to every type of person. In most cases, the product they’re selling is the highest commission product. The annuity you buy has …

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216 - Managing A Soft Landing For The Economy Despite Global Turbulence With David Czerniecki 18:38

1M ago18:38

18:38

In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discusss various economic topics, including China's economic slowdown, energy prices, inflation, and global conflicts. They explore the implications of these issues on the global economy and provide insights into potential future developments. Takeaways China's e…

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Annuity Decisions Should Be Simple & Contractual: Shootin' It Straight With Stan 12:59

1M ago12:59

12:59

In this episode, The Annuity Man discussed: Buying contractual guarantees Keeping it simple with annuities Annuities that adjust for inflation Key Takeaways: Buy annuities only for their contractual guarantees. Don’t buy an annuity for hypothetical, theoretical, back-tested returns. Don’t buy an annuity for the upfront bonus. Buy an annuity for wha…

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Andy Panko: Financial Planning Demystified and Unemotional (TAM Classic) 52:26

1M ago52:26

52:26

In this episode, The Annuity Man and Andy Panko discuss: How advisors should construct their fees The complexity of decumulation Making the plan as good as it can be Cryptocurrency is a lottery ticket Key Takeaways: The work isn’t linear to the asset size; advisors shouldn’t make more money just because assets go up. In the same way, advisors shoul…

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215 - Learning About Empathy With Ron Gura 42:06

1M ago42:06

42:06

Summary Ron Gura, the co-founder and CEO of Empathy joins us today on our show. Empathy aims to provide support and guidance to individuals who have lost a loved one, helping them navigate the administrative and emotional aspects of the process. He shares his personal journey and the inspiration behind starting Empathy. The conversation delves into…

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Annuities Will Do What You Contractually Need: Shootin' It Straight With Stan 10:10

1M ago10:10

10:10

In this episode, The Annuity Man discussed: Don’t buy the dream Backtested numbers are not guaranteed What an annuity is for Key Takeaways: Do not buy hypotheticals, dream sales pitches, or back-tested returns. Do not buy the annuity dream because you're going to own the contractual reality. There’s no such thing as a “guaranteed and back-tested” r…

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214 - How The Annuity Industry Will Continue to Evolve With Andy Unkefer 40:10

2M ago40:10

40:10

Summary Andrew Unkefer, an industry legend joins us to talk about the importance of relationships in the industry, the impact of technology, the future of the producer and IMO space, the shift to virtual meetings, consolidation in the industry, the impact of regulation, and the integration of estate planning and financial solutions. Andrew also sha…

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Don’t Buy Annuity Hypothetical Returns: Shootin' It Straight With Stan 14:05

2M ago14:05

14:05

In this episode, The Annuity Man discussed: Annuities are contracts How Indexed Annuities should be used Don’t buy an annuity for market returns Key Takeaways: To say that something is “guaranteed and backtested” means that there is nothing guaranteed at all. Annuities are contracts, buy them for what they will do and not what they might do. Indexe…

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Terry Savage: The Savage Truth For Your Money in 2024 53:42

2M ago53:42

53:42

In this episode, The Annuity Man and Terry Savage discuss: 401k and annuities What does it mean to be a fiduciary? Annuities are commodity products Always have some chicken money Key Takeaways: When you are in the accumulation phase, there should be no limitations at all on the upside. You’re better off focusing on accumulation during the 401k time…

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Annuities Can Have Flexible Income Start Dates: Shootin' It Straight With Stan 11:07

2M ago11:07

11:07

In this episode, The Annuity Man discussed: The four lifetime income products How annuities are priced The simplicity of SPIA Getting the highest guarantee Key Takeaways: There are four lifetime income products: Single Premium Immediate Annuities, Deferred Income Annuities, Qualified Longevity Annuity Contracts, and Income Riders that can be attach…

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213 - Building A Next Generation Service And Technology Provider with Michele Trogni 44:44

2M ago44:44

44:44

Zinnia provides technology and administrative services to over 40 life, annuity, and retirement carriers. We had the opportunity to discuss the future of insurance service and technology with Michele Trogni, CEO at Zinnia and Operating partner at Eldridge, and George Esposito, General Counsel, Head of Business Development for Zinnia in their Greenw…

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212 - Navigating New Proposed DOL Rules With Michelle Richter-Gordon 34:18

2M ago34:18

34:18

Summary In this episode, Paul Tyler and his guests discuss the Department of Labor's new rules and their implications for insurance agents. They explore the impact on independent agents and the potential migration towards the RIA industry. The conversation also touches on public policy considerations and the need for proper regulation. Michelle Ric…

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Belt & Suspenders Annuity Strategies: Shootin' It Straight With Stan 13:11

2M ago13:11

13:11

In this episode, The Annuity Man discussed: State guaranty funds The true safety of the industry Life insurance companies are more regulated Assigning unused money to beneficiaries Key Takeaways: If you look at the state guaranty fund, each state has a specific rule in place to protect you and your money in case something happens to the carrier. Yo…

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Christine Benz: Avoiding Blind Spots in Your Retirement Portfolio Planning (TAM Classic) 50:13

2M ago50:13

50:13

In this episode, The Annuity Man and Christine Benz discuss: Why Christine is so passionate about financial education and retirement portfolio planning. Why decumulation is not bad (and when it is a good thing). Retirement blindspots to be aware of. Staying mindful of additional, variable costs in your spending plan. Bucket approach investing and p…

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211 - The Future Shape of Annuities Distribution With James Wong 43:17

2M ago43:17

43:17

Summary James Wong, our guest today, shares his perspective on the future of annuity distribution. The main takeaway…build strong relationships today in order to navigate the changing landscape of the industry tomorrow. The conversation covers industry associations, survey work, product innovation, acquisitions, and the implications for agents and …

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Exchange Your Income Rider for a SPIA: Shootin' It Straight With Stan 12:19

2M ago12:19

12:19

In this episode, The Annuity Man discussed: The Income Rider and the accumulation value Two numbers you need before you transfer to SPIA Calculating a SPIA quote When you should transfer to a SPIA Key Takeaways: The Income Rider is an attachment to a policy that guarantees a lifetime income stream but it’s a separate calculation from the accumulati…

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210 - Using Behavioral Finance To Strengthen Your Practice With Marshall Heitzman 31:57

2M ago31:57

31:57

Summary In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall interview Marshall Heitzman, VP of Advanced Planning Consulting at TruStage. They discuss the role of annuities in comprehensive planning and the importance of understanding clients' values and goals. Marshall shares his personal experience with behavioral finance tech…

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Swallow the Seminar Food, NOT the Annuity Pitch: Shootin' It Straight With Stan 11:13

3M ago11:13

11:13

In this episode, The Annuity Man discussed: Swallowing the food but not the pitch Annuities are never one-size-fits-all Focusing on contractual guarantees Key Takeaways: If you ever get invited to an annuity “seminar”, then remember to swallow the food but not the pitch. Don’t be swayed by misleading terms and enticing promises. When it comes to an…

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Chuck Jaffe: Top Money & Life Topics for 2024 55:36

3M ago55:36

55:36

In this episode, The Annuity Man and Chuck Jaffe discuss: Politics and economy Looking into how inflation affects you How Indexed Annuities should be used The question for cryptocurrency Key Takeaways: Politics don’t create the economy. There are a lot more factors that go into it than just who is in power. Economic forecasts sometimes become inacc…

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209 - Crossing MYGAs and FIAs With Bobby Samuelson 36:31

3M ago36:31

36:31

Summary In this episode of That Annuity Show, Bobby Samuelson, President of Life Innovators, discusses the current state of the annuity market and the challenges and opportunities it presents. He highlights the entry of new companies into the market and the different strategies they employ. Bobby also discusses the role of proprietary indices in an…

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Increase Your Annuity Income Floor as You Age: Shootin' It Straight With Stan 13:03

3M ago13:03

13:03

In this episode, The Annuity Man discussed: Creating a solid income floor for retirement Considering your income Many ways to create income Key Takeaways: Going into chapter two of your life, you have to do your own thing. Stop keeping score. You’ve already won the game, you already have enough money, so why are you still playing? It’s important to…

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Annuity Income: Return OF or ON Your Money?: Shootin' It Straight With Stan 13:06

3M ago13:06

13:06

In this episode, The Annuity Man discussed: Lifetime income and principal protection Return of your money Peeling of the interest to solve income needs Key Takeaways: Annuities aren’t only for lifetime income, some products just protect the principal like a MYGA or a Fixed Annuity. With lifetime income, annuity companies are on the hook to pay a re…

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Stan The Annuity Man: The Annuity Man Predictions for 2024 36:05

3M ago36:05

36:05

In this episode, The Annuity Man discussed: Planning with simplicity Annuity products overview Consumer-focused future of annuities Tuning out the noise Key Takeaways: Lifetime income is priced primarily on your life expectancy and interest rates play a secondary role in pricing. Shop all carriers for the highest contractual guarantee, don’t gamble…

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208 - Improving the #AnnuityUX in 2024 With David Hanzlik 31:28

3M ago31:28

31:28

“208 - Improving the #AnnuityUX in 2024 With David Hanzlik" Summary In this episode, Paul Tyler, Ramsey Smith, and Dave Hanzlik discuss the annuity industry and the changes that occurred in 2023. They talk about the rebranding of TruStage, the growth in annuity sales driven by the rate environment, and the success of fixed annuities and fixed index…

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The 2 Questions That Make Annuities Simple: Shootin' It Straight With Stan 10:42

3M ago10:42

10:42

In this episode, The Annuity Man discussed: Annuities solve for PILL Two questions that make annuities simple Commoditizing annuities Key Takeaways: Annuities are simple; they’re a transfer of risk contract that primarily solves four things: principal protection, income for life, legacy, and long-term care. You don't need an annuity if you don’t ne…

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207 - Making The Most of Tech To Build Your Business In 2024 With Ema Roloff 42:32

3M ago42:32

42:32

Summary Ema Roloff, Co-Founder and Principal Consultant of Roloff Consulting, discusses the challenges and opportunities of digital transformation in the annuity and broader insurance industry. She emphasizes the importance of addressing legacy systems and the education gap in digital literacy. Ema provides insights on how to start building digital…

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Annuities Are for Do-It-Yourselfers: Shootin' It Straight With Stan 11:10

3M ago11:10

11:10

In this episode, The Annuity Man discussed: Annuities are DIY products Focus on the contractual guarantees Commoditization of annuities Key Takeaways: Annuities are do-it-yourself products that don’t need any management fees. If an agent asks for management fees, you must ask them to explain why they included that charge. You own an annuity for wha…

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Tom Hegna: Don't Worry, Retire Happy! (TAM Classic) 50:29

4M ago50:29

50:29

In this episode, The Annuity Man and GUEST discuss: Saying no to DIY retirement What the right age for retirement is How annuity addresses inflation Securing guaranteed lifetime income with annuities Key Takeaways: Retirement is not a DIY project, do it with a professional. The age for retirement would not be the same for many. If you want to get t…

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Lovingly Handcuffing Your Beneficiaries with Annuities: Shootin' It Straight With Stan 8:16

4M ago8:16

8:16

In this episode, The Annuity Man discussed: Protecting your beneficiary from dumb choices How Stan lovingly handcuffs his beneficiaries Handcuffing your loved ones is good for them Key Takeaways: Lovingly handcuffing your beneficiaries with annuity guarantees protects them from making dumb decisions with lump sums. Stan has written in the trust tha…

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206 - The Year End Economic Wrap Up With David Czerniecki 16:27

4M ago16:27

16:27

We can’t believe we’re near the end of the fourth quarter already. Today we sit down with David Czerniecki, Chief Investment Officer for Nassau Financial Group. We cover interest rates, geopolitics, inflation, and AI. Interested in learning more? https://www.thatannuityshow.com

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