That Annuity Show

Everything in marketing changed with the pandemic. If you don't have a digital presence, you will not grow in the future. However, the first place to start is usually on improving your core business processes. Greg Dinetz, Co-Founder of Lone Beacon joins us today to talk about how examining your customer experience will uncover the most important digital holes for you to fill first. 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.linkedin.com/in/greg-dinetz-1a532218/ https://www.lonebeacon.com/

In this business, we have all heard about the ability of annuities to create a guaranteed income in retirement. Today, Michael Finke, investments/retirement professor and Frank M. Engle Chair of Economic Security Research at The American College joins us to bring the actual numbers into sharper focus. 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/michael-finke-8134808/ https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=57590 https://www.thinkadvisor.com/author/profile/michael-finke/ http://www.michaelfinke.com

What role should an industry association play to support the growth of the life insurance and annuity business? This week's guest, David Levenson has invested a lot of time of energy answering this question. As President and CEO of LIMRA, LOMA & LLGlobal, Dave has redefined the mission, structure, and operations of our major industry association during a period of crisis and rapid change. Today, he gives us an update on the group's future direction and his perspective on major industry trends. 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.linkedin.com/in/davidnlevenson/ https://www.limra.com/

Should your client pay off their mortgage as they head into retirement? Today, Jason Fichtner joins us again to talk about the risks inherent in answering this question with confidence. Jason is Vice President and Chief Economist at the Bipartisan Policy Center and Senior Fellow for the Alliance for Lifetime 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://bipartisanpolicy.org/person/jason-j-fichtner/ https://www.linkedin.com/in/jasonfichtner/ https://www.protectedincome.org/about-us/ https://squaredawayblog.bc.edu/squared-away/readers-see-pros-cons-to-paid-off-mortgage/ https://squaredawayblog.bc.edu/squared-away/boomers-repairing-their-mortgage-finances/ https://squaredawayblog.bc.edu/squared-away/pre-retirement-debt-is-rising-over-time/ https://cfsrdrc.wisc.edu/project/wi19-10 https://cfsrdrc.wisc.edu/project/wi20-10

Inflation is the topic of the day. How high will it go? How long will it last? In a special episode, David Czerniecki, Chief Investment Officer for Nassau Financial Group shares his perspective on inflation and the global economy.

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