2020

Episode 60: 5 Reasons To Talk About Healthcare First With Your Clients With Jack Towarnicky

August 21, 2020 2020, Jack Towarnicky, Podcast, Retirement No comments

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.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Episode 59: Mastering Money For The Masses With Norm Champ

August 14, 2020 2020, Norm Champ, Podcast, Product, Retirement No comments

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.

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Episode 58: Stop Barfing Meaningless Cliches On Your Prospects With Sara Grillo

August 7, 2020 2020, Marketing, Podcast, Sara Grillo, Social Media No comments

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.

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Sales May Be Down, But The Annuity Industry Will Bounce Back

August 5, 2020 2020, Media, Paul Tyler, Sheryl Moore No comments

August 5, 2020 by Paul Tyler

EPISODE 57.

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.

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Visit the post on Winkintel.com here.

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Episode 57: Sales May Be Down, But The Annuity Industry Will Bounce Back With Sheryl Moore

July 31, 2020 2020, Podcast, Product, Sheryl Moore No comments

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Episode 56: Lessons In Virtual Advising From Canada With Marc Lamoureux

July 24, 2020 2020, Digital, Marc Lamoureux, Marketing, Podcast No comments

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, and a senior executive at both AT&T IT Solutions and Montage-DMC.

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Episode 55: Change Is Not New In The Annuity Industry With Kerry Pechter

July 17, 2020 2020, Digital, Kerry Pechter, Podcast, Retirement No comments

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.

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Episode 54: The Case For More Female Advisors With Sheila Jelinek And Suzanne Norman

July 10, 2020 2020, Podcast, Retirement, Sheila Jelinek, Suzanne Norman No comments

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.

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Episode 53: The Future Of Annuities And The Fate Of Our Industry

July 3, 2020 2020, Bruno Caron, Podcast, Product, Retirement No comments

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.

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Episode 52: Using Homes To Create Income In Retirement

June 26, 2020 2020, Don Graves, Podcast, Product, Retirement No comments

Don Graves, Principal of HECM Advisors Group, joins us today to discuss how both annuities and reverse mortgages can create more opportunities for retirement. Connect with Don Graves at HECM Advisors Group or email him at askdongraves@gmail.com

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August 5, 2020 by Paul Tyler

EPISODE 57.

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