273 Episodes

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

    Published: 20/11/2020

  2. 072 Getting Your Financial Household In Order With Nancy Doyle

    Published: 13/11/2020

  3. 071 Better Serving Your Female Clients With Kathleen Burns Kingsbury

    Published: 06/11/2020

  4. 070 Challenging Retirement Planning Assumptions With Moshe Milevsky

    Published: 30/10/2020

  5. 069 Annuities Are Sold Not Bought And Other Debunked Myths With Matt Carey

    Published: 23/10/2020

  6. 068 Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel

    Published: 16/10/2020

  7. 067 Plotting A New Future For Insurance With Nick Gerhart

    Published: 09/10/2020

  8. 066 Uncovering New Risks in Retirement With Jamie Hopkins

    Published: 02/10/2020

  9. 065 Discovering Your Retirement "Safe" Word with Lindsay Goldwert

    Published: 25/09/2020

  10. 064 Making Sense of Sometimes Nonsensical Legislation with Jeff Levine

    Published: 21/09/2020

  11. 063 Become a "Referable" Agent or Advisor With Better Social Security Planning With Ash Ahluwalia

    Published: 11/09/2020

  12. 062 Building An Income Distribution Plan with Sheryl O'Connor & Wealth Conductor

    Published: 04/09/2020

  13. 061 Emerging Innovation in Annuities with George Castineiras

    Published: 28/08/2020

  14. 060 Five Reasons To Talk About Healthcare First With Your Clients With Jack Towarnicky

    Published: 21/08/2020

  15. 059 Mastering Money For The Masses With Norm Champ

    Published: 14/08/2020

  16. 058 Stop Barfing Meaningless Cliches on Your Prospects With Sara Grillo

    Published: 07/08/2020

  17. 057 Sales May Be Down, But The Annuity Industry Will Bounce Back With Sheryl Moore

    Published: 31/07/2020

  18. 056 Lessons In Virtual Advising from Canada With Marc Lamoureux

    Published: 24/07/2020

  19. 055 Change Is Not New In The Annuity Industry With Kerry Pechter

    Published: 17/07/2020

  20. 054 The Case for More Female Advisors With Sheila Jelinek and Suzanne Norman

    Published: 10/07/2020

11 / 14

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.

Visit the podcast's native language site