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204: Trends with Traction In The Annuity Market with Tamiko Toland

October 5, 2023 2023, Podcast, Tamiko Toland No comments

As the market heads into its final quarter, we thought you would enjoy hearing Tamiko Toland’s take on trends in 2023. In this episode, we talk about the 401(k) market, retail annuities, and the consulting firm that Tamiko is building next.

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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.

203: Risks That Matter to Companies and Individuals with Tamara Burden

September 22, 2023 2023, Podcast, Tamara Burden No comments

Our world is filled with risks today. At a personal level, we’ve spent a lot of time talking about risks in managing retirement. Today, we explore how those risks overlap with those of carriers with Tamara Burden, Deputy Chief Risk Officer of National Life Group.

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202: Quarterly Economic Outlook with David Czerniecki

September 8, 2023 2023, David Czerniecki, Economic Outlook, Podcast No comments

David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us today to talk about the economy. In this episode, we cover a cooling economy in China, an improving outlook for our supply chain, a steadying job market, and the current cost of climate change.

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201: The End of Leads As We Know Them With Danny Greeson

September 1, 2023 2023, Annuities, Danny Greeson, Josh Solomon, Podcast, Retirement 1 comment

Leads really are the lifeblood of many retirement practices. However, changes in regulation both in the annuity and Medicare space may put an end to the market for leads as many agents know it. Danny Greeson and Josh Solomon from Introz join us today to talk about the changes agents will need to make in the future to find new clients.

Links mentioned in the show:

https://introz.com

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200: Playing The Long Game in The Retirement Industry With Scott Stolz

August 25, 2023 2023, Annuities, Podcast, Retirement, Scott Stolz No comments

What’s changed in our business? What hasn’t? Today, we have a great conversation with industry veteran Scott Stolz, Managing Director of iCapital.

Links mentioned in the show:

https://www.linkedin.com/in/scott-stolz-cfp-ricp-64a0102/

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199: Making Social Security Conversations Easier With Jeff Quigley

August 11, 2023 2023, Annuities, Jeff Quigley, Podcast, Retirement No comments

Most retirement plans start with Social Security. However, very few people actually understand how their payment is determined or what their check could be. Jeff Quigley, Vice President at LifeYield joins us today to discuss his mission to change this and how his company is actually doing it.

Links mentioned in the show:

https://www.lifeyield.com/

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198: State of the State of the Retirement Industry With Jim Kerley

August 4, 2023 2023, Annuities, Jim Kerley, Podcast, Retirement No comments

In the retirement industry, we’re living through a lot of change. Who could be better to help us put the challenges in perspective than Jim Kerley, Managing Partner at Clearview Partners. Jim has played a leading role at startups, at carriers, and at industry associations over the years. Listen today to get great insight into what might happen next.

Links mentioned in the show:

https://www.linkedin.com/in/jimkerley/

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197: Annuities for Dummies With Kerry Pechter

July 28, 2023 2023, Annuities, Kerry Pechter, Podcast, Retirement No comments

Have we gotten any smarter about retirement and annuities since 2008? That was the year in which today’s guest Kerry Pechter, first released his book, “Annuities For Dummies”. Kerry joins us to talk about his new version that the series just released in 2023. As it turns out a lot has happened in the world of annuities over the past 15 years. However, people are still asking some of the same basic retirement planning questions as Kerry explains.

Links mentioned in the show:
https://www.dummies.com/article/business-careers-money/personal-finance/insurance/annuities/annuities-for-dummies-cheat-sheet-208928/

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196: Creating New Experiences and Clients in the Metaverse with Panos Leledakis

July 7, 2023 2023, Metaverse, Panos Leledakis, Podcast, Retirement No comments

Emerging augmented reality and virtual reality technology present an interesting opportunity to create memorable experiences for clients. Panos Leledakis, President & CEO at IFA Academy joins us today to talk about his insurance practice and how new technology has driven growth in his business across two continents.

Links mentioned in the show:

https://www.linkedin.com/in/panos-leledakis/

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195: Using AI & QR Codes to Collapse Lead Funnels With Jay Wolff

June 23, 2023 2023, Jay Wolff, Podcast, Retirement No comments

The insurance industry has a tortured relationship with leads – we desperately need them but seem to rarely like what we receive. Maybe the problem isn’t really about the lead, but rather about understanding the actual intent of the prospect. Today, Jay Wolff, Chief Revenue Officer of Kerv.AI talks about his company’s solution to the problems that applies AI and dynamic QR codes to video on television and on the web to collapse our sales funnel and potentially change our conversion economics.

Links mentioned on the show:

https://kervit.com

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