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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 61: Emerging Innovation In Annuities With George Castineiras

August 28, 2020 2020, George Castineiras, Marketing, Podcast, RIA No comments

George Castineiras, Principal at Brewer Lane Ventures, joins us to discuss product innovation, workplace marketing, and emerging businesses in the retirement market place. George shares his advice for agents who want to shift their practice to capitalize on new opportunities. George referenced the study on how public makes decisions to annuitize assets entitled The Personal Discount Rate: Evidence from Military Downsizing Programs by John T. Warner and Saul Fleeter.

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