2020

Episode 51: Building Income Protection Beyond Age 90 With Ageup

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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.

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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.

Nicholas BreniaEpisode 51: Building Income Protection Beyond Age 90 With Ageup
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Episode 50: Building A Modern Annuity Business With Cathy Dewitt Dunn

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Today, we talk strategies, trends and client needs with Cathy DeWitt Dunn, a pioneer in the digital advice arena.

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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.

Nicholas BreniaEpisode 50: Building A Modern Annuity Business With Cathy Dewitt Dunn
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Episode 49: Life Happens – And Really Matters In 2020 With Faisa Stafford

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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.

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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.

Nicholas BreniaEpisode 49: Life Happens – And Really Matters In 2020 With Faisa Stafford
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Episode 48: How Will The Annuity Landscape Change This Year With Michelle Richter

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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.

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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.

Nicholas BreniaEpisode 48: How Will The Annuity Landscape Change This Year With Michelle Richter
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Episode 47: Finding Hope, Simplicity And Stability With Joe Jordan

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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.

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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.

Nicholas BreniaEpisode 47: Finding Hope, Simplicity And Stability With Joe Jordan
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Episode 46: Rethinking Work And Life With Norm Trainor

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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.

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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.

Nicholas BreniaEpisode 46: Rethinking Work And Life With Norm Trainor
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Episode 45: Adapting to Disruption and Other Lessons from Emerging Markets With Angus Shillington

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Angus Shillington, a long-time emerging markets equity expert, joins us to talk about disruption in markets by technology and external catalytic events.

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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.

Nicholas BreniaEpisode 45: Adapting to Disruption and Other Lessons from Emerging Markets With Angus Shillington
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Episode 44: Scrap The 4% Rule – Wade Pfau Says To Use 2.2%

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Wade Pfau, the founder of Retirement Researcher and the Professor of Retirement Income at The American College of Financial Services, 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.

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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.

Nicholas BreniaEpisode 44: Scrap The 4% Rule – Wade Pfau Says To Use 2.2%
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Episode 42: Could Covid-19 Stress The Social Security System? With Mary Beth Franklin

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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?

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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.

Nicholas BreniaEpisode 42: Could Covid-19 Stress The Social Security System? With Mary Beth Franklin
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Episode 41: Helping Clients Navigate Chaos While Creating New Value For Your Practice With H. Adam Holt

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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.

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Show Sponsors

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.

Nicholas BreniaEpisode 41: Helping Clients Navigate Chaos While Creating New Value For Your Practice With H. Adam Holt
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