273 Episodes

  1. 167 - Answering Social Security Questions in Today’s Environment with Martha Shedden

    Published: 10/21/2022
  2. 166 - Keeping Annuity Regulations Rational with Kim O'Brien

    Published: 10/7/2022
  3. 165 How I Built This Practice From Facebook with Andy Panko

    Published: 9/30/2022
  4. 164 - You Can't Solve Risk By Adding More Risk with David Macchia

    Published: 9/23/2022
  5. 163 - The State of the Annuity Market Today with Todd Taylor

    Published: 9/16/2022
  6. 162 - Discovering Models and Indices with the Nasdaq Fund Network

    Published: 9/9/2022
  7. Rerelease: 113 We Love Annuities with Sheryl Moore

    Published: 9/2/2022
  8. Rerelease: Creating Happiness For Your Clients with Tom Hegna

    Published: 8/26/2022
  9. 161 - Retirement Product Innovation in The Future

    Published: 8/19/2022
  10. 160 - Insurance to Help Care Givers With Tom Beauregard

    Published: 8/12/2022
  11. 159 - Making Sense of Your 401(k) Lifetime Illustration Statement With Jack Towarnicky

    Published: 8/4/2022
  12. 158 - Climbing Down The Financial Mountain With David Rosell

    Published: 7/29/2022
  13. 157 - Let the Guaranty Fund Genie Out of the Bottle With Harry Stout and Bruce Saul

    Published: 7/21/2022
  14. SPECIAL EPISODE - From the Office of the Chief Investment Officer With David Czerniecki

    Published: 7/18/2022
  15. 156 - Selling Equity As New Way To Access The Value of Your Home In Retirement With David Shapiro

    Published: 7/15/2022
  16. 155 - The Social Security Sky Isn't Falling with Kerry Pechter

    Published: 7/8/2022
  17. 154 Disclosing Advisor Compensation with Sara Grillo and Scott Salaske

    Published: 7/1/2022
  18. 153 How Did We Get Here With David Blanchett

    Published: 6/24/2022
  19. 152 Helping The Constrained Investor Plan for Retirement With David Macchia

    Published: 6/17/2022
  20. 151 Restarting and Reinventing Seminars With Brad Swineheart

    Published: 6/10/2022

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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.