Product

Episode 86: How To Retire With Strength With Bruno Caron

February 10, 2021 2021, Bruno Caron, Podcast, Product, Retirement, RIA No comments

How do retirees juggle between between the many unknowns they face, such as longevity and health concerns? Bruno Caron, a Senior Financial Analyst at AM Best offers a great framework for solving the problem in his recently released book, Lifetime Income to Retire with Strength. The book is available on Amazon here.

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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 80: Navigating Planning For Generations With Rita Cheng

December 31, 2020 2020, Podcast, Product, Retirement, Rita Cheng No comments

Two weeks ago, we talked about the macro economic challenges of supporting the “Sandwich Generation”. This week we talk to Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, a practitioner who addresses these issues every day with her clients. She shares her approach to addressing these tough care issues with both parents and their children. You can visit her site here

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Episode 72: Getting Your Financial Household In Order With Nancy Doyle

November 13, 2020 2020, Marketing, Nancy Doyle, Podcast, Product No comments

Do you have a go-back ready with all your critical financial files? Can your family recite the emergency drill in case a market or job catastrophe hits? Nancy Doyle, author, speaker and high net worth advisor joins and talks through the plan to get to a plan.

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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 68: Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel

October 16, 2020 2020, Charles Samuel, Marketing, Podcast, Product No comments

How do retirees juggle between the many unknowns they face, such as longevity and health concerns? Bruno Caron, a Senior Financial Analyst at AM Best offers a great framework for solving the problem in his recently released book, Lifetime Income to Retire with Strength. The book is available on Amazon here.

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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 62: Building An Income Distribution Plan With Wealth Conductor

September 4, 2020 2020, Phillip Lubinsky, Podcast, Product, Retirement, Sheryl O'Connor, Tom O'Connor No comments

How do you actually build, manage and monitor an income distribution plan for your client? The founders of Wealth Conductor, Sheryl O’Connor, Phillip Lubinsky, and Tom O’Connor talk about the problem faced by advisors when they take on this task. They also walk us through the solution they have created to put advisors and agents at the top of the game. Read more about their product here.

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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 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

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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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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