Should every advisor ask their client the "mortality question" when they build a retirement plan? Bobby Samuelson, Executive Editor of The Life Product Review, says we all should. Join us today as we explore the complementary roles that life insurance and annuities can play in retirement planning. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com. 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.

Yes, parts of the country are fortunately beginning to reopen for real life meetings. However, virtual planning will remain an important part of many successful agents' practices for years to come. David Wright, Executive Director of Practice Development at M&O Marketing joins us today. He discusses how he has helped agents jump the virtual divide and how some will use what they learned to remain successful in 2021. Reach David at 248-784-1213 to get the complementary annuity review he mentions. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com. 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.

Your practice can't be defined by a zip code in today's digital age. Derek Notman, founder of Intrepid Wealth Partners and Conneqtor talks to us today about how to build a niche that could open the door to a successful virtual planning business. Derek likens it to process of designing and building a Lamborghini. Every part of your practices needs to contribute to building a unique business in a very crowded market. For more information about Derek, go to: https://www.intrepidwealthpartners.com/. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com. 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.

Since March 2020, seniors have quickly grown comfortable shopping online. They have learned how to connect with family, church, and community via web calls. And they now research retirement products like never before. However, how to keep their confidence on the web? Yes, we need to be vigilant to protect their accounts through cyber security. How can we help seniors become even more digitally- savvy and protect their accounts from cyber criminals? Edward Chan, Assistant United States Attorney Paul Mackay, Chief Technology Officer, Nassau Financial Group Paresh Nana, Google Timothy Zeilman, VP, Global Product Owner – Cyber, Hartford Steam Boiler Ken Goldstein, Clinical Instructor of Risk Management and Insurance, University of Hartford, Moderator

How do retirees juggle between between the many unknowns they face, such as longevity and health concerns? Bruno Caron, a Senior Financial Analyst at AM Best offers a great framework for solving the problem in his recently released book, Lifetime Income to Retire with Strength. The book is available on Amazon here: https://www.amazon.com/Lifetime-Income-Retire-Strength-associated/dp/1082296244/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr= Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com. 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.

A recent study suggests that starting a conversation about equity market risk may not be an effective way to start a dialogue about annuities. Learn more about the research from Tamiko Toland, Director of Retirement Markets at CANNEX Financial. Connect with Tamiko at https://www.linkedin.com/in/tamiko-toland/ Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com. 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.

Prior to the pandemic, seniors proved to be the highest growing user segment for Facebook. As a result of the pandemic, they now know how to use a variety of video conference tools like Zoom and FaceTime. They search the Internet aggressively to learn more about our products than sometimes we do. How will this allow carriers to cultivate customers and agents and advisors to serve more clients? Panelists: Farron Blanc, Founder and CEO, Gerry Cathy DeWitt-Dunn, President, DeWitt & Dunn Rhian Horgan, Founder& CEO, Silvur Manish Malhotra, Founder & CEO, Income Discovery Seth Rachlin, Chief Innovation Officer, Capgemini (Moderator) Anil Sanwal, Vice President Business Initiatives Lead, RGAX Connect with Nassau Re/Imagine: Join Our Incubator Program Website: Imagine.nsre.com LinkedIn: https://www.linkedin.com/showcase/nassau-reimagine Instagram: Follow Us

For people ages 55 to 65, the pandemic presents enormous risk in retirement. Siavash Radpour, the Associate Research Director of the Retirement Equity Lab at the New School joins us today to discuss the unique economic pressure faced by this cohort. In the discussion, we reference a policy recommendation for the incoming Biden administration found here: https://www.economicpolicyresearch.org/insights-blog/a-policy-agenda-for-the-biden-administration Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com. 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 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 https://twitter.com/ThatAnnuityShow https://www.facebook.com/thatannuityshow https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com. 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. Connect with Nassau Re/Imagine: Join Our Incubator Program Website: Imagine.nsre.com LinkedIn: https://www.linkedin.com/showcase/nassau-reimagine Instagram: Follow Us

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, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com. 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.