הפודקאסטים הטובים ביותר ב-Annuity (2024)

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239 - Improving Customer Experience to Grow Annuity Sales 48:17

1d ago48:17

48:17

In this episode of The Annuity Show, Paul Tyler, Ramsey Smith, and Tisa Rabun-Marshall interview Justin Wee and Jayant Walia from Gainbridge Insurance, A Group 1001 Company. They discuss the innovative approach of Gainbridge, a financial collective of companies focused on insurance products. Gainbridge aims to reach underserved markets, particularl…

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Annuity Income: Return OF or ON Your Money?: Shootin' It Straight With Stan (TAM Classic) 12:44

4d ago12:44

12:44

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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Is It a Good Time to Buy an Annuity?: Shootin' It Straight With Stan (TAM Classic) 8:13

11d ago8:13

8:13

In this episode, The Annuity Man discussed: When is it a good time to buy an annuity? Are annuities for market growth? Annuity sales tactics to be wary of Key Takeaways: Annuities aren’t for everybody. If you need to transfer risk, need contractual guarantees, or solve for principal protection, income for life, legacy, or long-term care, then it’s …

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Terry Savage: Chicken Money Is Still Tasty 34:46

12d ago34:46

34:46

In this episode, The Annuity Man and Terry Savage discuss: What is “chicken money”? Considering future crises in your financial plan Seeking trusted advisors Building an income floor Key Takeaways: Your “chicken money” is money that you can’t afford to lose. CDs, treasury bills, money markets, AAA municipal bonds, and MYGAs are suitable options. MY…

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238 - Is The AI Industry In A Bubble with David Czerniecki 19:10

13d ago19:10

19:10

In this episode, Paul Tyler interviews David Czerniecki, Nassau's Chief Investment Officer, and discusses the impact of interest rates, AI, presidential elections, and global conflicts on the insurance industry and the global economy. They talk about the expectations of interest rate cuts by the Fed and the implications for the insurance industry. …

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3 Years in or 3 Years Out for MYGAs and CDs: Shootin' It Straight With Stan (TAM Classic) 12:46

18d ago12:46

12:46

In this episode, The Annuity Man discussed: Locking in for three years and over The top three safest money When to go for CDs and treasuries Key Takeaways: Ask yourself how long you want to lock the money in for. MYGAs provide the highest contractual guarantee if it’s three years and over compared to CDs and treasuries. The safest money out of all …

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Lifetime or Interest Income?: Shootin' It Straight With Stan (TAM Classic) 10:51

25d ago10:51

10:51

In this episode, The Annuity Man discussed: The right product for the right situation What is lifetime income? Income from interest Key Takeaways: An agent selling an annuity product as a one-size-fits-all product is like a doctor prescribing one medication for everyone. There is a right product for the right circumstance, and if a person doesn’t n…

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Stan The Annuity Man: The Annuity Man Predictions for 2024 (TAM Classic) 25:45

26d ago25:45

25:45

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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237 - The Future of Retiretech With Michael Kalen 22:14

1M ago22:14

22:14

In this episode of That Annuity Show, the hosts discuss the latest headlines in Retiretech and interview Michael Kalen, the CEO of Covr. They explore the impact of technology on retirement planning, the role of annuities in financial planning, and the changing landscape of the industry. They also touch on the influence of regulation and the potenti…

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Start Acting Annuity Rich (Wear a Suit!): Shootin’ It Straight With Stan (TAM Classic) 9:27

1M ago9:27

9:27

In this episode, The Annuity Man discussed: Acknowledging your wealth The scars of scarcity Should you be worried about inflation Setting up contractual guarantees Key Takeaways: Be rational about the wealth that you have. Don’t say you’re not rich if you are not one of the 40% of Americans today who have $400 to their name and are struggling. Ackn…

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236 - Finding Success In Worksite Marketing With The OneKonnect Team 33:35

1M ago33:35

33:35

In this episode of That Annuity Show, the discussion revolves around the evolving landscape of workplace marketing for brokers, producers, and advisors in the insurance industry. The guests, Ash Rofail, Yuval Sternshos, and David Cohen, the management team of OneKonnect, discuss the role of technology, data, and AI in improving the user experience,…

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Automate Your Income: Shootin' It Straight With Stan 10:22

1M ago10:22

10:22

In this episode, The Annuity Man discussed: Automating your income Establishing an automated income stream Reverse-engineering your income goal Key Takeaways: Automating your income is about creating more income floor to add to your lifetime income stream with Social Security which increases with inflation. This is where annuities come into play si…

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Sheryl Garrett: Financial Planning On YOUR Terms 45:00

1M ago45:00

45:00

In this episode, The Annuity Man and Sheryl Garrett discuss: The role of a financial planner How the industry should be Hiring the right planner Being aggressive with cash flow Key Takeaways: Many personal, financial, economic, and psychological things are coming together all at once. The planner’s role is to help clients see through all of that an…

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235 - Why I Bought Fixed Annuities With Sheryl J. Moore 39:31

1M ago39:31

39:31

In this episode of That Annuity Show, hosts Paul Tyler, Ramsey Smith, and Bruno Caron interview Sheryl J. Moore, Chief Storyteller of Wink, Inc. and author of a new book on indexed annuities. The discussion covers various aspects of the annuity industry, including product complexity, consumer education, and common misconceptions about annuities. Sh…

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The Older You Are, the Higher the Annuity Payment: Shootin' It Straight With Stan (TAM Classic) 11:15

2M ago11:15

11:15

In this episode, The Annuity Man discussed: Claiming your social security You can’t time annuities Three phases of retirement Key Takeaways: Social security payments get higher if you wait until 70 because you’re older which means that your life expectancy is less, meaning that there are fewer projected payments. Fewer payments mean that those paym…

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234 - A Fresh Perspective On Retirement Solutions With Arun Muralidhar 55:01

2M ago55:01

55:01

In this episode of That Annuity Show, the hosts are joined by Arun Muralidhar, an expert in retirement security. Arun shares his journey and insights into the retirement industry, including his fight against the privatization of pensions and the need for guaranteed retirement income. He introduces the concept of Selfies (Standard of Living, Indexed…

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Increase Your Annuity Income Floor As You Age: Shootin' It Straight With Stan (TAM Classic) 11:17

2M ago11:17

11:17

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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Rick Ferri: Core-4 Portfolios for Simplistic Success (TAM Classic) 38:54

2M ago38:54

38:54

In this episode, The Annuity Man and Rick Ferri discuss: Outperforming 90% of investors Developing a simple portfolio Five ways to improve your portfolio Facing the risks Key Takeaways: Investing is not as difficult as others would have you believe. The best way to invest is to keep things simple; the fewer moving parts, the better. Develop a simpl…

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233 - Finding, Funding and Improving The Future Retirement of GenX and GenZ 33:00

2M ago33:00

33:00

Join us as we revisit a panel discussion from Retiretech Vegas, April 2024: When should retirement planning start? How should the experience change not only for Baby Boomers but for Millenials, Gen Z, and Gen Y? We will talk about innovations in product and engagement that will change how the process occurs in the future. Moderator: Jonathan Kalman…

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You Already Won! Why Are You Still Playing?: Shootin' It Straight with Stan (TAM Classic) 11:59

2M ago11:59

11:59

In this episode, The Annuity Man discussed: Not everyone needs to be exposed Bonds and market volatility Looking into lifetime income Questions to ask your advisor Key Takeaways: Financial advisors tend to advise their clients to do 60% equity and 40% bond split or that they always have some exposure, but it doesn’t apply to everybody. People who’v…

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232 - Seeking Stable Growth - Designing The Next Generation of Annuities 35:09

2M ago35:09

35:09

Join us as we revisit a panel discussion from Retiretech Vegas, April 2024 Seeking Stable Growth - Designing The Next Generation of Annuities In the past decade, interest in fixed-indexed annuities has surged, grabbing a substantial market share. With ongoing innovation in indices and shifts in the macroeconomic landscape, various crediting strateg…

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25% Annuity Bonus…Is It Real?: Shootin' It Straight with Stan (TAM Classic) 9:59

2M ago9:59

9:59

In this episode, The Annuity Man discussed: Bonuses are not the true benefits Unethical practices that rush an annuity sale Focus on what really matters Key Takeaways: Upfront bonuses are merely a part of the contract rather than the true benefits they seem to be. Focus instead on the lifetime income guarantee, on the financial stability and predic…

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Jason Fichtner: Understanding A Changing Retirement Landscape (TAM Classic) 49:37

2M ago49:37

49:37

In this episode, The Annuity Man and Jason Fichtner discuss: Preparing for depletion Preaching to a hurricane Maximizing returns and minimizing risks The real danger zone Key Takeaways: There’s going to be depletion in combined trust funds in 2024. In response to this, you can delay claiming your social security until you absolutely need it, you ca…

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231 - Creating An Annuity Marketing Assistant With AI 40:09

2M ago40:09

40:09

In this episode, Paul Tyler, Tisa Rabun-Marshall, Laura Dinan Haber, and Heather Brown discuss the challenges and opportunities of implementing AI in the insurance industry. They highlight the importance of making digital marketing expertise accessible for agents and the need for customized content at scale. The team shares their experiences with g…

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Understanding Annuity Payout Options - Shootin' It Straight with Stan (TAM Classic) 11:01

2M ago11:01

11:01

In this episode, The Annuity Man discussed: Annuities are customizable An example of life with cash refund What does it mean to get a joint-life policy Options and choices when getting an annuity Key Takeaways: A life-only contract means that the annuity company is on the hook to pay as long as you’re breathing, but the money goes away when you die…

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230 - The Power Of Personal Branding With Ema Roloff 48:34

3M ago48:34

48:34

Summary In this episode, Emma Roloff, co-founder of Roloff Consulting, discusses the power of personal branding and digital transformation in sales and marketing. She shares a three-step framework for digital growth strategies: educate, connect, and consult. Emma explains the different platforms and their target demographics, including LinkedIn for…

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Live off the Interest Until You Can’t: Shootin’ It Straight With Stan (TAM Classic) 10:19

3M ago10:19

10:19

In this episode, The Annuity Man discussed: What does it mean to live off the interest? Living off guaranteed interest When interest rates go down If you can’t live off of the interest Key Takeaways: At the time of this taping, some money markets are 4, some CDs at five, and some MYGAs at five and a half. A lot of you out there have enough funds th…

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John Olsen: Annuity Royalty Shares Wisdom (TAM Classic) 31:56

3M ago31:56

31:56

In this episode, The Annuity Man and John Olsen discuss: The suitability approach and consumer trust How the annuity industry can be better Approaching people who hate annuities Risk management and risk transfer Key Takeaways: There is a considerable certainty that companies out there are determined to give the right product to their clients. If yo…

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229 - Shifting Distribution and Changing Minds With Jim Kerley 43:50

3M ago43:50

43:50

Summary In this episode of That Annuity Show, Jim Kerley discusses his report titled 'Shifting Distribution, Changing Mindset: Why Advisors Aren't Talking to Consumers About Life Insurance.' The report explores the reasons why some advisors are not discussing life insurance with their clients and the implications for the industry. Kerley's report e…

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Defer 2 SPIA (MYGA-2-SPIA): Shootin' It Straight With Stan (TAM Classic) 14:00

3M ago14:00

14:00

In this episode, The Annuity Man discussed: What are MYGAs and SPIAs? Annuities are contractual commodities MYGA to SPIA Key Takeaways: A MYGA, Multi-Year Guaranteed Annuity, is the annuity industry's version of a CD. The good news about MYGAs is that the interest rate is locked in and non-callable. This means that when interest rates go down, you’…

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228 - The Shape of Distribution To Come 35:59

3M ago35:59

35:59

Join us as we revisit a panel from Retiretech Vegas 2024: Consolidation has permanently changed the face of independent distribution forever. Or has it? We will explore the next phase of consolidation and new forms of distribution that may potentially evolve. Moderator: James Wong, Partners Advantage Speakers: Patrick Kelly, Signal Advisors; Tyler …

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Annuity Fancy or Annuity Contractual?: Shootin’ It Straight With Stan 5:42

3M ago5:42

5:42

In this episode, The Annuity Man discussed: The four main concerns that annuity addresses Why you should stay away from fancy annuities Things to consider when buying annuities Key Takeaways: Annuity contracts are designed to address four key concerns: principal protection, lifetime income, legacy planning, and long-term care. However, not all annu…

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Dana Anspach: Juicing Your Retirement Plan (TAM Classic) 42:04

3M ago42:04

42:04

In this episode, The Annuity Man and Dana Anspach discuss: Juicing your retirement money How can you know if you’re “retirement-ready” What are some things you have to consider when setting up your retirement plan The four percent rule Key Takeaways: Don’t underestimate what more you can juice from your retirement plan. You might very well end up w…

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227 - Quarterly Economic Update With David Czerniecki 24:37

3M ago24:37

24:37

In this episode of That Annuity Show, Paul Tyler and David Czerniecki are joined by John Beshoory to discuss the energy sector and the impact of technology on the economy. They explore the fundamental changes happening in the energy sector, such as the shift towards renewable energy sources like solar and wind. They also discuss the role of technol…

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Annuity Contractual Guarantees Change Lives: Shootin’ It Straight With Stan 7:58

3M ago7:58

7:58

In this episode, The Annuity Man discussed: Annuity solutions to retirement problems The four things that annuities solve for How annuities can give peace of mind, flexibility, and freedom Key Takeaways: Retirement can be a daunting prospect, with the uncertainty of how long your savings will last and the fear of running out of money. However, annu…

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226 - The Practical Problems of Turning Assets Into Income With Mark Shemtob 38:00

4M ago38:00

38:00

Merging the worlds of investment and income planning is no small challenge. Mark Shemtob, Fellow of the Society of Actuaries and CFP does this every day with his clients. Mark approaches retirement income from three perspectives: as an actuary, working with individuals, and working with retirement plans. He emphasizes the importance of diversificat…

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