Indices continue to proliferate inside fixed indexed annuities. Some of them stand by brand name and reputation alone. The Nasdaq-100 falls squarely into that category. Today we have two representatives from Nasdaq on to talk about their index. You may be surprised about what you learn. We welcome Efram Slen, Head of Index Research and Mark Marex, Head of Index Research & Product Development for Nasdaq. Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned in the show: https://www.nasdaq.com/nasdaq-100 https://www.linkedin.com/in/efram-slen-6a377818/ https://www.linkedin.com/in/mark-g-marex-cfa-4a763560/

Since passage of the SECURE Act, we've all been talking a lot more about the institutional annuity market. However, Tamiko Toland with CANNEX has been working hard to build this business for a long time. Today we talk with her about the real opportunities and obstacles to bringing guaranteed income to a wider segment of the population. Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter.  We hope you enjoy the show. Links mentioned today: https://www.linkedin.com/in/tamiko-toland/ https://www.cannex.com/index.php/services/quantitative-research/income-annuity-education/

How many times have we discussed, debated, and loved the retirement rule of thumb known as the "4% Rule"? Today, we had the opportunity to speak with William Bengen, the creator of that exact rule. And as we learned, there are very good reasons why a seemingly simple concept like this continues to guide retirement planning today. Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter.  We hope you enjoy the show. Links mentioned today: https://www.linkedin.com/in/william-bengen-21b159196/ https://www.amazon.com/dp/0975344838/ref=cm_sw_em_r_mt_dp_59EPK0MHHYCJYAQ6JD2E

Yes, markets do run in repeating cycles. However, the best traders ask themselves, "What's different this time?" Byron Boston, CEO of Dynex Capital explains that this is the very first rule his firm uses when plotting how to navigate their portfolio through changing times. However, two large exogenous events - the pandemic & now a war - pose large risks for baby boomers hoping to turn assets into income. Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter.  We hope you enjoy the show. Links mentioned today: https://www.dynexcapital.com/about-us/leadership-team/default.aspx

We opened our digital papers a few weeks ago to read an article in AM Best News entitled, "Annuity Providers See Growth Opportunity in US Retirement Plan Changes." Who was quoted but none other than two regular guests - Martin Powell, Head of Annuity Distribution for CUNA Mutual and Bruno Caron Associate Director at AM Best. It's a big prize. Even converting a small share of the $7.3 trillion in assets in 401(k) plans to annuities would prove transformational for the industry. We decided to "double click" on the article and bring in both experts to continue the discussion.   Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter.  We hope you enjoy the show. Links mentioned today: https://news.ambest.com/newscontent.aspx?refnum=239183&altsrc=114 Martin Powell: https://www.linkedin.com/in/martin-powell-4790b01a/ Bruno Caron: https://www.linkedin.com/in/bruno-caron-68a303/ https://www.amazon.com/gp/product/B08W2GWYNJ/ref=dbs_a_def_rwt_hsch_vapi_tkin_p1_i0

Few days go by without a mention in the media about the potential financial crisis faced in the next 10+ years by the Social Security system. In 2034, the surplus in trust funds is expected to be depleted. How will our government respond? Today, we speak about this challenge with David Duley, CEO and Founder of PlanGap. PlanGap empower insurers and reinsurers help consumers sleep better at night with the knowledge that their Social Security is protected.  Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter.  We hope you enjoy the show. Links mentioned today: https://www.linkedin.com/in/david-duley-ab7528/ https://plangap.com/

We're all fortunate to work in an industry with a wonderful mission. How do we create more opportunities for people of color  to experience the same rewards. That's the topic of today's conversation with Martin Powell, Head of Annuity Distribution and Gina Riepel Director of Strategic Accounts at CUNA Mutual Group. Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter.  We hope you enjoy the show. Links mentioned today: Martin Powell: https://www.linkedin.com/in/martin-powell-4790b01a/ https://portfolio.bisanet.org/Article/providing-inclusivity-and-confronting-unconscious-bias Gina Riepel: https://www.linkedin.com/in/gina-riepel-a0588741/ Industry Associations: https://www.bisanet.org/page/Diversity https://portfolio.bisanet.org/Article/providing-inclusivity-and-confronting-unconscious-bias

Why do we help people build retirement plans? To optimize cash flow? To minimize asset risk? Yes. However, these should simply be the tools that allow people to pursue their purpose in later life. Joe Jordan, speaker and best-selling author joins us again today to talk about his message that crosses countries, languages, and cultures.  Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter.  We hope you enjoy the show. Links mentioned today: https://www.linkedin.com/in/josephjordan2/ https://www.josephjordan.com/  https://www.josephjordan.com/super-saver

Language is powerful. It's exceptionally powerful in the highly regulated world of retirement planning. Michelle Richter, Principal at Fiduciary Insurance Services joins us today to give us a lesson in regulatory grammar and how recent new rules from the Department of Labor may change them. Also, do you want to get regular update  s on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter.  We hope you enjoy the show. Links mentioned today: https://www.linkedin.com/in/michelle-richter/ https://www.linkedin.com/posts/michelle-richter_smaller-firms-may-not-be-ready-for-dol-fiduciary-activity-6894979699173666816-Ymo5 https://fiduciaryinsuranceservices.com/fis-glossary/

The cast of That Annuity show is proud to report that our retirement podcast, was recognized as one of the “Fifteen Must-Listen Podcasts” by . We really want to thank all the great guests in 2021 who made this possible. In particular, we want to give a big shout-out and thanks to , Annuity Gator for nominating us for this honor! Thanks to our sponsors, The Index Standard, CUNA Mutual Group, SE2 and Nassau Financial Group. And thanks to you, our listeners. Also, do you want to get regular updates on news about guests of our show? Subscribe to our newsletter, below.  Links mentioned in this show: