Policy

Episode 85: Framing The Retirement Discussion With Tamiko Toland

February 5, 2021 2021, Podcast, Policy, Retirement, Tamiko Toland No comments

A recent study suggests that starting a conversation about equity market risk may not be an effective way to start a dialogue about annuities. Learn more about the research from Tamiko Toland, Director of Retirement Markets at CANNEX Financial.

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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 82: Maybe Politics Won’t Really Impact The Market With Charles Sizemore

January 15, 2021 2021, Charles Sizemore, Podcast, Policy, Retirement No comments

We think the elections have a great impact on the market. However, do they really? In today’s show, Charles Sizemore challenges those assumptions. Charles is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment adviser based in Dallas, Texas.

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Episode 81: Predicting The Year Ahead With David Blanchett

January 8, 2021 2021, David Blanchett, Podcast, Policy, Retirement No comments

What will 2021 bring to the retirement planning industry? Last year, we made our predictions. This year, we brought in the big guns. In this episode, David Blanchett, head of retirement research for Morningstar Investment Management takes us through his six predictions for major changes in our market.

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Episode 79: Separating Policy Noise From News With Barbara Matthews

December 28, 2020 2020, Barbara Matthews, Podcast, Policy No comments

Changes in federal laws – the CARES Act, the SECURE Act, The Paycheck Protection Program – have all had a major impact on the advice we give our clients this year. What if we had the inside line on what really will get passed by Congress or regulated by the government? Barbara Matthews, Founder and CEO of BCMstrategy, offers an automated service that promises to do just that. Her service find gaps in reported news and actual policy action occurring deep within Washington. She joins us today to look back at 2020 and predict what structural changes we will face in 2021. For more information, visit her site here.

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Episode 76: Making Sense Of Business News For Your Clients With Jane King

December 4, 2020 2020, Digital, Jane King, Marketing, Podcast, Policy No comments

How do you connect the dots with election and the market for your clients who ask what’s coming next? Jane King, Founder and CEO of LilaMax Media LLC, a multi-platform provider of video content on consumer and business news give us great perspective and advice.

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Episode 69: Annuities Are Sold Not Bought And Other Debunked Myths With Matt Carey

October 23, 2020 2020, Matt Carey, Podcast, Policy, Product No comments

Matt Carey, Co-Founder & CEO of Blueprint Income joins us today to share his journey learning how to bring retirement solutions more efficiently at scale to individuals. Along the way, he has proven that people will find and purchase annuities through a digital channel. Also in this pandemic, demand for our product may not be down at all. Matt thinks we just aren’t wired as an industry to meet clients on their terms during this digital-first marketing environment.

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Episode 66: Uncovering New Risks In Retirement With Jamie Hopkins

October 2, 2020 2020, Jamie Hopkins, Podcast, Policy, Product, Retirement No comments

Jamie Hopkins, Managing Director of Carson Coaching and Director of Retirement Research for the Carson Group, joins us to talk about how the pandemic and the possibility of negative interest rate reframe retirement challenges.

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Episode 64: Making Sense Of Sometimes Nonsensical Legislation

September 21, 2020 2020, Jeff Levine, Podcast, Policy, Retirement No comments

Jeff Levine, self-confessed “nerd of nerds” walks us across the retirement legislative battlefield that agents and advisor must cross today. Trust us when we say we’re confused at times, too.

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Episode 44: Scrap The 4% Rule – Wade Pfau Says To Use 2.2%

May 1, 2020 2020, Podcast, Policy, Product, Wade Pfau No comments

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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