273 Episodes

  1. 073 Grow Your Annuity Business Through Good Content With Teresa Leno

    Published: 11/20/2020
  2. 072 Getting Your Financial Household In Order With Nancy Doyle

    Published: 11/13/2020
  3. 071 Better Serving Your Female Clients With Kathleen Burns Kingsbury

    Published: 11/6/2020
  4. 070 Challenging Retirement Planning Assumptions With Moshe Milevsky

    Published: 10/30/2020
  5. 069 Annuities Are Sold Not Bought And Other Debunked Myths With Matt Carey

    Published: 10/23/2020
  6. 068 Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel

    Published: 10/16/2020
  7. 067 Plotting A New Future For Insurance With Nick Gerhart

    Published: 10/9/2020
  8. 066 Uncovering New Risks in Retirement With Jamie Hopkins

    Published: 10/2/2020
  9. 065 Discovering Your Retirement "Safe" Word with Lindsay Goldwert

    Published: 9/25/2020
  10. 064 Making Sense of Sometimes Nonsensical Legislation with Jeff Levine

    Published: 9/21/2020
  11. 063 Become a "Referable" Agent or Advisor With Better Social Security Planning With Ash Ahluwalia

    Published: 9/11/2020
  12. 062 Building An Income Distribution Plan with Sheryl O'Connor & Wealth Conductor

    Published: 9/4/2020
  13. 061 Emerging Innovation in Annuities with George Castineiras

    Published: 8/28/2020
  14. 060 Five Reasons To Talk About Healthcare First With Your Clients With Jack Towarnicky

    Published: 8/21/2020
  15. 059 Mastering Money For The Masses With Norm Champ

    Published: 8/14/2020
  16. 058 Stop Barfing Meaningless Cliches on Your Prospects With Sara Grillo

    Published: 8/7/2020
  17. 057 Sales May Be Down, But The Annuity Industry Will Bounce Back With Sheryl Moore

    Published: 7/31/2020
  18. 056 Lessons In Virtual Advising from Canada With Marc Lamoureux

    Published: 7/24/2020
  19. 055 Change Is Not New In The Annuity Industry With Kerry Pechter

    Published: 7/17/2020
  20. 054 The Case for More Female Advisors With Sheila Jelinek and Suzanne Norman

    Published: 7/10/2020

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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.