That Annuity Show - Episode Archives

Episode 74: Building Your Brand With Social Media With Debra Jasper

November 25, 2020 2020, Debra Jasper, Marketing, Podcast, Social Media No comments

Do you used LinkedIn on a regular basis? Your clients, or more importantly, their kids most certainly do. Making certain your profile reflects your personal brand has never been more important that it is today. Debra Jasper, founder and CEO of Mindset Digital walks us through best practices to build a great online profile.

Watch

Listen

Receive Updates

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.

Episode 73: Grow Your Annuity Business Through Good Content With Teresa Leno

November 20, 2020 2020, Marketing, Podcast, Social Media, Teresa Leno No comments

Can you find new business by sharing great ideas? Teresa Leno says the answer is a definitive “yes”. Teresa is a former financial advisor turned entrepreneur and the Founder of Fresh Finance. Teresa started Fresh Finance to solve the problem of outdated client communication solutions for advisors to maintain relationships and grow business in a global economy.

Watch

Listen

Receive Updates

Show Sponsors

Episode 58: Stop Barfing Meaningless Cliches On Your Prospects With Sara Grillo

August 7, 2020 2020, Marketing, Podcast, Sara Grillo, Social Media No comments

In today’s virtual world, authentic communication creates real connections with your prospects. Ho hum content makes them unsubscribe. Sara Grillo won’t tolerate the latter. In today’s show, she offers great advice on how to develop your own voice and amplify your presence on the web.

Watch

Listen

Receive Updates

Show Sponsors

Episode 49: Life Happens – And Really Matters In 2020 With Faisa Stafford

June 5, 2020 2020, Digital, Faisa Stafford, Marketing, Podcast, Social Media No comments

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.

Watch

Listen

Receive Updates

Show Sponsors

Episode 48: How Will The Annuity Landscape Change This Year With Michelle Richter

May 29, 2020 2020, Michelle Richter, Podcast, Product, Social Media No comments

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.

Watch

Listen

Receive Updates

Show Sponsors

Watch

Listen

Receive Updates

Show Sponsors

Watch

Listen

Receive Updates

Show Sponsors

Watch

Listen

Receive Updates

Show Sponsors

Watch

Listen

Receive Updates

Show Sponsors

Subscribe To Our Podcast

Recent Posts

Recent Comments