That Annuity Show
A podcast by Nassau Financial Group - Fridays
273 Episodes
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111 KYC(P)- Know Your Client's Personality To Provide Better Advice with Dr. Preston Cherry
Published: 06/08/2021 -
110 Creating Happiness For Your Clients with Tom Hegna
Published: 30/07/2021 -
109 Using and Improving Your RISE Score On The Way to Retirement to with Sheila Jelinek and Peter Sun
Published: 23/07/2021 -
108 The Next Five Years In The Business Will Be Thrilling with Jim Kerley
Published: 16/07/2021 -
107 Finding Extra Savings Through Better Social Security Planning With Jack Sharry
Published: 07/07/2021 -
106 Getting Ready to Step Out on the Risk Spectrum with Byron Boston
Published: 02/07/2021 -
105 Finding Higher & Safer Interest Rates With Gary Zimmerman
Published: 25/06/2021 -
104 Adapting Our Annuity Business to Changing Regulations, Markets, and Consumers
Published: 18/06/2021 -
103 Confidently Sorting Through a Sea of Indices With Laurence Black
Published: 11/06/2021 -
102 Readying RIAs to Effectively Offer Annuities (And Many Other Topics) With Michelle Richter
Published: 04/06/2021 -
101 One Of These SPIAs Is Not Like The Others With Tamiko Toland
Published: 28/05/2021 -
100 Finding Continued Purpose In a Changing Market With Joseph Jordan
Published: 21/05/2021 -
099 Inventing the Tradable Vix - Figuring Out How to Open the Sealed Coke Can For Investors With Devesh Shah
Published: 14/05/2021 -
098 Aligning All Interests - The Client, The Advisor and the Company With Yale Bock
Published: 07/05/2021 -
097 From the Iron Curtain To Online Annuity Illustrations With David Novak
Published: 30/04/2021 -
095 Can You Get What You Want In Retirement With Cyrus Bamji and Colin Devine
Published: 16/04/2021 -
094 Obsess About The Retirement Planning Conversation, Not The Tools with Curtis Cloke
Published: 08/04/2021 -
093 Sometimes Even The Harshest Critics Like Our Products With Ethan Schwartz
Published: 02/04/2021 -
092 Educating Students & Clients In A Stressed World With Matt Carey of Blue Spark
Published: 26/03/2021 -
091 Television, Trust, & Tenacity with Josh Mellberg
Published: 19/03/2021
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.
