That Annuity Show

Today's virtual advisor model creates a new opportunity to educate more people than ever about basic financial concepts. We explore both challenges and opportunity with Norm Champ, Author of Mastering Money. 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 https://twitter.com/RamseyDSmith1. 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.

In today's virtual world, authentic communication creates real connections with your prospects. Ho hum content makes them unsubscribe. Sara Grillo won't tolerate the latter. In today's show, she offers great advice on how to develop your own voice and amplify your presence on the web. 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 https://twitter.com/RamseyDSmith1. 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.

Sheryl Moore, Chief Storyteller of Wink, Inc. and industry guru joins us to talk about the state of the annuity market. Yes, sales are down. But Sheryl finds some bright spots and suggests ways we can adapt our products and sales processes to succeed over the next 12-18 months. 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 https://twitter.com/RamseyDSmith1. 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.

Marc Lamoureux, CEO of Veriday, shares his perspective on the opportunities the pandemic has created for virtual advising. He has over thirty years of management and executive experience, growing multiple technology and consulting organizations. As the co-founder and CEO of Veriday, he has led the organization through two product launches and over ten years of progressive growth, including several landmark projects for Google. Prior to joining Veriday, he was Chief Operating Officer at ThinkWrap, and a senior executive at both AT&T IT Solutions and Montage-DMC. 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 https://twitter.com/RamseyDSmith1. 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.

Kerry Pechter, Editor of the Retirement Income Journal brings his unique perspective as journalist, author, industry executive, and entrepreneur to the microphone this week. Join us as we walk through the state-of-the-state of the industry and we learn that change we currently witness is nothing new for our business. Connect with Kerry Pechter: LinkedIn: https://www.linkedin.com/in/kerry-pechter-1b05705 Sponsored Message: head to https://age-up.com/thatannuityshow to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living past the ripe age of 90. 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 https://twitter.com/RamseyDSmith1. 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.

Sheila Jelinek and Suzanne Norman join us today from Milliman to discuss a recent paper they wrote entitled, "The Case for More Female Advisors". Advisors are serving a more diverse client base than ever before and, as more women control assets, there is an increasing demand for advisors who can help them with their goals. By working together to inspire more women to join our ranks, we can create inclusive workplaces and potentially better outcomes for clients. Check out The case for more female financial advisors Connect with Sheila & Suzanne: LinkedIn: https://www.linkedin.com/in/sheilawilliams1/ https://www.linkedin.com/in/suzanne-norman-cima%C2%AE-19079846/ Sponsored Message: head to https://age-up.com/thatannuityshow to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living past the ripe age of 90. 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 https://twitter.com/RamseyDSmith1. 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.

Bruno Caron, Senior Financial Analyst at AM Best Company, shared with us his unique perspective on product design and the health of our industry. Bruno is an actuary with more than a decade of experience spanning various sectors of the life and annuity industry: consulting, life insurance company, start-up company, sell-side equity research and credit rating. Sponsored Message: head to https://age-up.com/thatannuityshow to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living past the ripe age of 90. 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 https://twitter.com/RamseyDSmith1. 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.

Don Graves, Principal of HECM Advisors Group, joins us today to discuss how both annuities and reverse mortgages can create more opportunities for retirement. Sponsored Message: head to https://age-up.com/thatannuityshow to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living past the ripe age of 90. Connect with Don Graves: Website: http://hecmadvisorsgroup.com/ Email: [email protected] 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 https://twitter.com/RamseyDSmith1. 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.

Blair Baldwin, Founder and General Manager of AgeUp, introduces us to his company's first annuity just recently released to the public. It effectively allows a person to contribute a small amount of money each month to create meaningful income protection in very late retirement - from age 91 to 100. Sponsored Message: head to https://age-up.com/thatannuityshow to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living past the ripe age of 90. Connect with Blair Baldwin: Website: https://age-up.com/thatannuityshow 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 https://twitter.com/RamseyDSmith1. 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.

Today, we talk strategies, trends and client needs with Cathy DeWitt Dunn, a pioneer in the digital advice arena. Connect with Cathy DeWitt Dunn: Website: https://www.dewittanddunn.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 https://twitter.com/RamseyDSmith1. 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.