273 Episodes

  1. 187 - Making Sense Of The State Of The Economy With David Czerniecki

    Published: 3/31/2023
  2. 186 - Simplifying Market Exposure and FIA Indices with Josh Mellberg

    Published: 3/24/2023
  3. 185 - Pushing the Frontiers of Digital Insurance with Josh Elohim and Reid Tattersall

    Published: 3/17/2023
  4. 184 - The Next Steps In FIA Index Recommendations with Branislav Nikolic and Jay Watson

    Published: 3/17/2023
  5. 183 - Banning Monte Carlo Simulations & More With David Macchia

    Published: 2/17/2023
  6. 182 - Make 70 Your 100, Save 20, Give Away 10 With Dale Alexander

    Published: 2/17/2023
  7. 181 - Diversification Isn't a Risk Management Plan Anymore with David Lau

    Published: 2/10/2023
  8. 180 - Planning For A Purpose with Joe Jordan

    Published: 2/3/2023
  9. 179 - Predicting the 2023 Balance Sheet for the Annuity Industry with Scott Hawkins

    Published: 1/27/2023
  10. 178 - Looking Back At 2022

    Published: 1/13/2023
  11. 177 - Finding The Emotional Side of Financial Planning With Jamie Hopkins

    Published: 1/6/2023
  12. 176 - Thoughtfully Recommending Indices with Laurence Black and Branislav Nikolic

    Published: 12/29/2022
  13. 175 - Thinking Ahead Of Older Age with Marti DeLiema, Naomi Karp, and Steve Vernon

    Published: 12/22/2022
  14. 174 - Gas Prices, Inflation, Interest Rates and Digital Currency with David Czerniecki

    Published: 12/15/2022
  15. 173 - Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain - 2 of 2

    Published: 12/9/2022
  16. 172 - Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain - 1 of 2

    Published: 12/2/2022
  17. 171 - Helping Canadians Retire From Work, Not Life With Fraser Stark

    Published: 11/18/2022
  18. 170 - The Future of Advice With Paul Blanco

    Published: 11/11/2022
  19. 169 - Should Interest Rate Changes Rewrite Retirement Product Recommendations with Dave Blanchett and Michael Finke

    Published: 11/4/2022
  20. 168 - The Year Of In-Plan Annuities with Matt Wolniewicz

    Published: 10/28/2022

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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.