That Annuity Show

273 Episodes

1. 111 KYC(P)- Know Your Client's Personality To Provide Better Advice with Dr. Preston Cherry

   Published: 8/6/2021
2. 110 Creating Happiness For Your Clients with Tom Hegna

   Published: 7/30/2021
3. 109 Using and Improving Your RISE Score On The Way to Retirement to with Sheila Jelinek and Peter Sun

   Published: 7/23/2021
4. 108 The Next Five Years In The Business Will Be Thrilling with Jim Kerley

   Published: 7/16/2021
5. 107 Finding Extra Savings Through Better Social Security Planning With Jack Sharry

   Published: 7/7/2021
6. 106 Getting Ready to Step Out on the Risk Spectrum with Byron Boston

   Published: 7/2/2021
7. 105 Finding Higher & Safer Interest Rates With Gary Zimmerman

   Published: 6/25/2021
8. 104 Adapting Our Annuity Business to Changing Regulations, Markets, and Consumers

   Published: 6/18/2021
9. 103 Confidently Sorting Through a Sea of Indices With Laurence Black

   Published: 6/11/2021
10. 102 Readying RIAs to Effectively Offer Annuities (And Many Other Topics) With Michelle Richter

    Published: 6/4/2021
11. 101 One Of These SPIAs Is Not Like The Others With Tamiko Toland

    Published: 5/28/2021
12. 100 Finding Continued Purpose In a Changing Market With Joseph Jordan

    Published: 5/21/2021
13. 099 Inventing the Tradable Vix - Figuring Out How to Open the Sealed Coke Can For Investors With Devesh Shah

    Published: 5/14/2021
14. 098 Aligning All Interests - The Client, The Advisor and the Company With Yale Bock

    Published: 5/7/2021
15. 097 From the Iron Curtain To Online Annuity Illustrations With David Novak

    Published: 4/30/2021
16. 095 Can You Get What You Want In Retirement With Cyrus Bamji and Colin Devine

    Published: 4/16/2021
17. 094 Obsess About The Retirement Planning Conversation, Not The Tools with Curtis Cloke

    Published: 4/8/2021
18. 093 Sometimes Even The Harshest Critics Like Our Products With Ethan Schwartz

    Published: 4/2/2021
19. 092 Educating Students & Clients In A Stressed World With Matt Carey of Blue Spark

    Published: 3/26/2021
20. 091 Television, Trust, & Tenacity with Josh Mellberg

    Published: 3/19/2021