Annuity Chat with North American

The final stretch of the year can be a pivotal time for financial professionals, whether you’re still chasing a goal or already having a strong year.

Hear from Dr. Julie Bell, Founder and President of The Mind of a Champion, as she shares how mindset, accountability, and consistent habits can help you finish 2026 with intention and carry that momentum into 2027.

Hear from Tyler Brown, Vice President, Government Affairs, as he shares what financial professionals should know heading into the midterm elections, including the current political landscape, key House and Senate races, and how potential shifts in Washington could impact the financial services and insurance industries.

Tune in to discover five ways to better connect with Spanish-speaking clients through accessible resources, education, and culturally relevant support.

Hear from Aaron Witt, VP, Chief Digital & Corporate Solutions Officer, as he breaks down five key AI developments and what they could mean for financial professionals and the industry.

Social Security is one of the most important pieces of a retirement income plan, yet it's also one of the most misunderstood. Hear from one of the leading voices in Social Security, Heather Schreiber, Founder and President of HLS Retirement Consulting, as she unpacks three of the biggest Social Security mistakes retirees make and explains why claiming benefits is about much more than choosing a date.

Tune in to hear how North American's latest product enhancements can help create new opportunities and strengthen your next retirement planning conversation.

Hear more about:

• The highest premium bonus opportunity in North American history
• Stronger guaranteed income with Income Pay Pro
• Increased rates across key accumulation products
• New ways to reconnect with clients this summer

In this episode of Annuity Chat, discover how marketing strategies and value-add resources can help you stand out and build stronger client connections.

Tune in for:

• Value-add materials you can use to spark stronger client conversations
• Using foreign language resources to reach more communities
• Positioning FIAs confidently in today’s market

In this can’t-miss episode, Tyler Brown, Vice President, Government Affairs, joins us for a timely discussion on the latest regulatory developments shaping the industry.

Tune in for:

• A breakdown of the latest Fiduciary Rule
• What it means for financial professionals, including form and process changes
• How North American is supporting independent distribution, and what’s ahead
• The latest NAIC updates, including illustrations and model changes
• Other key issues to watch, from SEC activity to state regulations

In this episode of Annuity Chat with North American, Jonah Hardenbrook, Sales Vice President, returns to build on last August’s conversation about empowering financial professionals and their clients, with a focus on our new Spanish-language materials initiative.

He shares how the effort began, why it is a strategic priority now and for the future, and how it helps agents build stronger connections within the communities they serve.

You’ll hear more about:

• How the Spanish-language materials initiative came to fruition
• Why these offerings matter from both an agent and client perspective
• Where we’re headed next as we continue expanding our language initiatives

In this episode of Annuity Chat with North American, we welcome Kelly McDonald, nationally recognized leadership expert and bestselling author, for a conversation centered on the power of a growth mindset and what it means to think bigger in today’s business environment.

In recognition of Women’s History Month, we also highlight the growing influence of women in the marketplace and the evolving conversation around women and wealth across our industry.

In this episode, we’ll highlight:

• What a growth mindset is and how it differs from a fixed mindset
• Real examples of individuals and brands that have embraced growth to elevate their success
• Practical ways leaders and teams can cultivate a culture of growth
• A performance principle used by Olympians to achieve big goals