That Annuity Show

The annuity industry reported record sales in the first half of this year. Leading the pack was none other than New York Life. Today, we meet Todd Taylor, Head of Retail Annuities for the company and discuss the state of the industry and what we might expect the rest of the year. Links mentioned: https://www.newyorklife.com/products/investments/annuities https://www.linkedin.com/in/todd-taylor-907aab13/

If you can't find the price of an asset, model, or index, does it really exist? If it's on the Nasdaq Fund Network you know it does and you know the price. Today, Aidan Shue and Ben Jones with the Nasdaq Fund Network join us to talk about discoverability and the needs and opportunities of an ever-increasingly digital world. Links mentioned in the show: https://www.linkedin.com/in/aidan-shue-b97a1a126/ https://www.linkedin.com/in/ben-jones-9024b213/ https://www.nasdaq.com/solutions/nasdaq-fund-network

Today, we look back to exactly one year ago when we met with Sheryl Moore to discuss the landscape of the annuity industry. How much has changed? Have you downloaded the latest Wink Intel report? Find Wink's reports and more, here: https://www.winkintel.com/analysis-tools/ --- Summer is almost over. What's the outlook for the annuity industry as we head back to our (virtual) offices? Sheryl Moore is the perfect guest to provide us with predictions and savvy forecasts. She graciously joins us today to talk about changes in carrier ownership, product design changes and regulatory evolution. Also, do you want to get regular updates on news about Sheryl and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned in this episode: https://www.winkintel.com/ https://www.linkedin.com/in/sheryljmoore/

This week, we revisit an impactful and very relevant episode from this past year. Join us as we hear from our friend, and renowned retirement expert, Tom Hegna about creating more happy clients on their retirement planning journies. How can we create more happy retirement planning clients? Tom Hegna joins our show today to share his insights on how to make this happen in your practice. Also, do you want to get regular updates on news from Tom and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show! Links mentioned in this episode: https://tomhegna.com/

This summer, Nassau Re/Imagine hosted the first annual Retiretech Forum. Nearly 100 attendees representing industry decision-makers, and insurtech, fintech, and retiretech startups, joined us in Hartford, CT. Six-panel discussions with over 25 speakers took the stage at the Retiretech Forum, exploring sales & marketing, service & operations, product innovation, risk management, climate risk, and core advisor software. Today, we're sharing our panel on Product Innovation hosted by none other than our new co-host, Bruno Caron. We called it "How Will Key Product Categories Evolve over the Next Five Years?" We had some great speakers from PlanGap, Nuovalo, AM Best, Vitech Systems Group, Lincoln Financial Group, and The Index Standard. For more information on the event and access to the panel recordings, go here: https://imagine.nfg.com/retiretech-forum-2022/

Most of us will need long term care at some point in our life. What if we could purchase insurance that would help us and our caregivers navigate the process? Tom Beauregard, Founder and CEO of HCG Secure joins us today to talk about the insurance and services his new company offers retirees. Links mentioned in the show: https://hcgsecure.com/ https://www.linkedin.com/in/tom-beauregard-90203317/

You will probably receive a statement by the end of the month from your 401(k) provider that includes a Lifetime Income Illustration. What does the projection actually mean? If you aren't certain, you are not alone. Jack Towarnicky, HR, Total Rewards, Employee Benefits Subject Matter Expert joins us today to explain the assumptions and the gaps in the mandatory disclosure. Links mentioned in the show: https://www.linkedin.com/in/jack-towarnicky-5878787/

The proverb that it's harder to climb down a mountain than go up is true in every sense of the word. Here's a gruesome stat - between 1921 and 2006, 56% of deaths above 8,000 meters occurred on the return trip and 17% died turning back. Just 15% died on the way up. The rest died of other causes. Similarly in financial planning, as hard as asset accumulation proves, planning for retirement is much more complex. Today, we talk with David Rosell who happens to be both an experienced climber and financial planner. Links mentioned on the show: https://www.davidrosell.com/purchase/ https://www.davidrosell.com/podcast/ https://www.davidrosell.com/purchase/ https://www.rosellwealthmanagement.com/

This episode is for producers only. One of the biggest pain points in explaining annuities is describing the nature of the product guarantees. Most state laws prohibit agents or carriers from proactively discussing state guarantee associations with clients during the sales process. However, in an age of Google and best interest standards, does this rule still make sense. Today we have two guests who recently wrote a story for ThinkAdvisor on this exact topic. Links mentioned on the show: https://www.thinkadvisor.com/2022/05/16/let-the-guaranty-fund-genie-out-of-the-bottle/ https://www.financialverse.com/ https://content.naic.org/sites/default/files/inline-files/MDL-520.pdf https://www.nolhga.com/

Inflation, war and the risk of a recession is weighing heavily on everyone's mind. In this special episode, David Czerniecki, Chief Investment Officer for Nassau joins us again to share his perspective on the state of the economy.