273 Episodes

  1. 150 Providing Lifetime Income When Annuities May Not Available With Richard Fullmer

    Published: 03/06/2022

  2. 149 Planning for Rising Inflation and Changing Emotional Needs of Clients With Marguerita Cheng

    Published: 27/05/2022

  3. 148 Planning for Very Long Happy Retirement With Steve Vernon

    Published: 20/05/2022

  4. 147 Preparing for Life 2 With Don Ezra

    Published: 12/05/2022

  5. 146 Your Marketing Must Go Digital With Greg Dinetz

    Published: 06/05/2022

  6. 145 Diving Deep into the Power of Annuities With Michael Finke

    Published: 29/04/2022

  7. 144 Charting a New Course for the Industry With Dave Levenson

    Published: 22/04/2022

  8. 143 When Should Your Client Pay Off The Mortgage With Jason Fichtner

    Published: 14/04/2022

  9. SPECIAL EPISODE - David Czerniecki Discusses Inflation Trends

    Published: 13/04/2022

  10. 142 Everything You Wanted to Know About the Nasdaq-100 With Efram Slen and Mark Marex

    Published: 08/04/2022

  11. 141 Diving Deeper Into The Qualified Default Investment Alternative Market With Tamiko Toland

    Published: 01/04/2022

  12. 140 A Chat With The Father of 4% Percent Rule With William Bengen

    Published: 25/03/2022

  13. 139 What's Different This Time When Saving For Retirement With Byron Boston

    Published: 18/03/2022

  14. 138 Sizing the Prize of Institutional Annuities Martin Powell and Bruno Caron

    Published: 11/03/2022

  15. 137 Reducing the Risk of A Reduction in Social Security Benefits With David Duley

    Published: 04/03/2022

  16. 136 Tackling Unconscious Bias with Martin Powell and Gina Riepel

    Published: 24/02/2022

  17. 135 Helping People Find Purpose in Retirement with Joe Jordan

    Published: 18/02/2022

  18. 134 Picking Nouns or Verbs In Retirement Planning With Michelle Richter

    Published: 11/02/2022

  19. 133 WealthManagement's Fifteen Must-Listen Financial Podcasts Featuring That Annuity Show

    Published: 28/01/2022

  20. 132 Framing Retirement Planning Questions the Right Way With Jason Fichtner

    Published: 21/01/2022

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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.

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