We know from the study of behavioral finance that if we help individuals create a positive vision of their future selves, they will be more likely to start saving today. In a post-COVID world, what changes? Traveling on a cruise ship every year sounded like a great second chapter in life. Spending your last 20 years in an active senior community with common facilities and great care may have been a dream. Creating new positive visions for retirement proves challenging in a social distant environment using conventional approaches. Can digital engagement bridge that divide? Forum Panelists: Jaqueline Bamman, Nassau Financial Group Jon Cooper, Founder and CEO, Life.io Debra Jasper, Mindset Digital Matthew Thomas, Infosys Retirement Center of Excellence Victor Ricciardi, Washington & Lee University Rohit Puranik, Infosys (Moderator) *The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation. Connect with That Annuity Show at Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on or Visit   on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. Connect with Nassau Re/Imagine:   Website:   LinkedIn: Instagram:

If annuities can solve the critical problem of not outliving one's assets, why don't we find them in more retirement portfolios. David Hanzlik, Vice President of Annuity and Retirement Solutions for CUNA Mutual joins us today to offer his perspective. In addition, we learn how agents and advisors working with credit unions managed to adapt to our new environment. Connect with David  https://www.linkedin.com/in/davidhanzlik/ Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Where will investors place their bets on the retirement industry over the next three years? We asked a distinguished panel of venture capitalists their perspective at a virtual forum we co-hosted with That Annuity Show host Ramsey Smith.   This is the first of five special edition episodes, cut from Nassau Re/Imagine's 'Reimagining Retirement Forums'.    Forum Panelists:  Andrew Lerner, IA Capital Cole Riccardi, Aquiline  Doug Roth, CT Innovations Farron Blanc, Meet Gerry Harry Monti, Symetra Kathy Fuertes, Technology for Vanguard, Infosys   Startup Pitch: Richard LaVoice, Symetra   Connect with Nassau Re/Imagine:   Website:  LinkedIn: Instagram: The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product.   Where will investors place their bets on the retirement industry over the next three years? We asked a distinguished panel of venture capitalists their perspective at a virtual forum we co-hosted with That Annuity Show host Ramsey Smith.   This is the first of five special edition episodes, cut from Nassau Re/Imagine's 'Reimagining Retirement Forums'.    Forum Panelists:  Andrew Lerner, IA Capital Cole Riccardi, Aquiline  Doug Roth, CT Innovations Farron Blanc, Meet Gerry Harry Monti, Symetra Kathy Fuertes, Technology for Vanguard, Infosys   Startup Pitch: Richard LaVoice, Symetra   Connect with Nassau Re/Imagine:   Website:  LinkedIn: Instagram: The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

We think the elections have a great impact on the market. However, do they really? In today's show, Charles Sizemore challenges those assumptions. Charles is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment adviser based in Dallas, Texas.   Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Charles -   Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

What will 2021 bring to the retirement planning industry? Last year, we made our predictions. This year, we brought in the big guns. In this episode, David Blanchett, head of retirement research for Morningstar Investment Management takes us through his six predictions for major changes in our market. Connect with David at http://www.davidmblanchett.com/ Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Two weeks ago, we talked about the macro economic challenges of supporting the "Sandwich Generation". This week we talk to Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, a practitioner who addresses these issues every day with her clients. She shares her approach to addressing these tough care issues with both parents and their children. You can visit her site at https://www.blueoceanglobalwealth.com/.

Changes in federal laws - the CARES Act, the SECURE Act, The Paycheck Protection Program - have all had a major impact on the advice we give our clients this year. What if we had the inside line on what really will get passed by Congress or regulated by the government? Barbara Matthews, Founder and CEO of BCMstrategy, offers an automated service that promises to do just that. Her service find gaps in reported news and actual policy action occurring deep within Washington. She joins us today to look back at 2020 and predict what structural changes we will face in 2021. For more information, visit her site at https://www.policyscope.io/.

Have your prepared your clients for retirement so they aren't a burden on their kids in later years? The answer to that question can have an incredible impact on the physical, emotional, and financial health of their daughters. Sheila Jelinek and Suzanne Norman of Milliman return to our program with their colleague Janet Jennings to discuss their recently released study. Entitled "A very expensive sandwich - How multigenerational care affects women's health costs" the study dives deep into these issues and more. Download the paper at . Connect with Milliman team at https://www.linkedin.com/in/suzanne-norman-cima%C2%AE-19079846/ Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

We all need to reconnect with clients in today's stressful world. However, Marie Swift, CEO of Swift Communications says it's more important to back up, pause, and focus on the distinct niche where you can be an expert.   Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation. Connect with Marie

How do you connect the dots with election and the market for your clients who ask what's coming next? Jane King, Founder and CEO of LilaMax Media LLC, a multi-platform provider of video content on consumer and business news gives us great perspective and advice. Connect with Jane at @marketjane Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.