That Annuity Show

Any conversation about retirement ultimately revolves around health care needs and expenses. Products for seniors continue to rapidly evolve. And Medicare premiums continue to rise. What advice will you give your clients this year? Today, Jesse Slome the Director of the American Long Term Care Insurance Association, Medicare Supplement Insurance & Critical Illness Insurance Association joins us to offer his perspective. Also, do you want to get regular updates on news about Jesse 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 today's show: https://www.linkedin.com/in/jesseslome/ https://medicaresupp.org/ https://www.aaltci.org/

Knowledge is power, especially when it comes to money, savings, and planning for retirement. Today we're joined by Carson Hewett, Manager of Strategic Partnerships at Everfi and Jon Rosborough, Financial Professional Program Director for the Alliance for Lifetime Income. Live at the Rolling Stones concert in Atlanta, we talk about the great work both organizations are doing to help bring education to kids and adults. Also, do you want to get regular updates on news about Carson and Jon 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 today's show: https://everfi.com/ https://www.protectedincome.org/ https://www.protectedincome.org/for-financial-professionals/

Can a fintech solution help your clients keep their cash safe but grow it faster than a bank? Today we talk with Michael Nelskyla, founder and CEO of SAVE about his solution. Michael was a pioneer in creating custom indices for insurance products and will talk about the overlap in customer needs and expectations will change in the future. Also, do you want to get regular updates on news about Michael 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 today's show: https://joinsave.com/ref/N8499ED

Prior guests on the show have expressed a desire for someone to objectively talk about the retirement crisis and the positive role annuities can play in solving it. That person has arrived. Today, we talk with Doug Orchard, an independent film maker who is about to release "The Baby Boomer Dilemma" at a theater near you. And our guest host this week is none other than Bruno Caron. Also, do you want to get regular updates on news about Doug 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 today's show: http://dougorchard.com/wp/

What's the first thing we do today when we're about to meet with someone for the first time? We Google them. What do your clients find when they Google you? More often than not, your profile on major social media platforms like LinkedIn will come up before your own website. Today, Robert Knop, CEO of Assist You Today, joins us to talk about the steps you should take to put your best foot forward in your potential client's search results. Also, do you want to get regular updates on news about Robert 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 today's show: https://www.linkedin.com/in/robertknop/

Brace yourself for another few months of continual Medicare ads on television during open enrollment. I can almost guarantee these ads will cause one of your clients to call you with questions about their coverage. Can you answer the question? Today's guest is Ryan McMillan, Vice President of Sales for Senior and Individuals at Bankers Fidelity Life Insurance Company. Ryan will prepare you to at least help your client ask better questions this year and help them sort through a wide range of options. Also, do you want to get regular updates on news about Ryan and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show.

Many older clients who need life insurance can also benefit from annuities. However, many life insurance agents feel they lack the expertise to integrate annuities into a comprehensive plan. Today, Jeff Affronti, President of FSD Financial Services shares his thoughts on how to best help life insurance agents identify opportunities for annuities and effectively present solutions to their clients. Also, do you want to get regular updates on news about Jeff and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show.

Registered Index-Linked Annuities or RILAs have taken the broker-dealer market by storm over the past several years. David Hanzlik, Vice President, Annuity and Retirement Solutions at CUNA Mutual joins us to reflect on the recent growth of the product and how it may evolve over the next 2 years. Also, do you want to get regular updates on news about David and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show.

How can insurance carriers build an empathetic relationship with policyholders? How do we drive innovation in a stressful time within our companies and practices? Industry veteran Maria Ferrante-Schepis joins us today to share her view of the present and her hope for the future of the business. We hope you enjoy the show. Links mentioned in the show: Maria's LinkedIn profile: https://www.linkedin.com/in/maria-ferrante-schepis-03b4031b/ Flirting With The Uninterested: Innovating In A "Sold, Not Bought" Category: https://www.amazon.com/Flirting-Uninterested-Innovating-Bought-Category/dp/1599323699/ref=sr_1_1?dchild=1&qid=1632963818&refinements=p_27%3AMaria+Ferrante-Schepis&s=books&sr=1-1 Maddock Douglas: https://www.maddockdouglas.com/our-team/maria-ferrante-schepis

Today, we catch up with one of our first guests, H. Adam Holt, CEO of Asset-Map to discuss a wide variety of topics. He gives us a sneak peak of an algorithm his firm will release that will find the hidden gaps in your client's retirement plans. We also talk about the commitment that Adam and his firm have made to supporting diversity and inclusion in the retirement advice platform ecosystem. We hope you enjoy the show. Links mentioned in the show: Adam's company: https://www.asset-map.com/ Adam and Derek's podcast: https://rethinkfinancialadvisorpodcast.blubrry.net/2021/07/01/1-rethink-change-is-coming/