WealthTech on Deck

The Evolution and Growth of Annuities with Tim Seifert


Listen Later

The annuity industry is experiencing a surge in popularity, with experts buzzing about its record sales growth and advisor and consumer adoption. But what's driving this growth? It all boils down to the industries' ability to tap into the deepest desires and concerns of consumers and financial professionals. As annuities address the anxieties and aspirations of individuals in today's uncertain world, they are positioned to continue their upward trajectory, providing generations with the financial security and peace of mind they need.

In this episode, Jack talks with Tim Seifert, Senior VP and Head of Retirement Solutions Distribution at Lincoln Financial Group. Tim is a leader in the annuity industry with a strong track record of driving organic growth and building strong teams. He is passionate about helping others succeed and dedicated to developing the financial services industry. Tim is a proven growth leader, an exceptional communicator, and a mentor.

Tim talks with Jack about the evolution of annuities, their current popularity, and the industry's future. He shares insights on how Lincoln Financial Group drives growth and momentum in the annuity business. Tim emphasizes the importance of communication, education, and activating annuity solutions to provide financial protection and security to clients and their families.


Key Takeaways

  • [01:24] - Tim's career background and role at Lincoln Financial Group.
  • [02:24] - How Tim got into financial services.
  • [04:07] - The role PLANCO played in Tim's career.
  • [05:28] - The growth in the annuity industry.
  • [06:39] - Lincoln Financial Group's approach to driving growth.
  • [11:00] - Tim's innovative approach to engaging advisors and teams.
  • [16:54] - Areas where the annuity industry needs to improve.
  • [21:11] - The three habits of highly successful professionals.
  • [23:45] - Tim's interests outside of work.

  • Links 

    • Tim Seifert on LinkedIn
    • Lincoln Financial
    • Steve Gresham
    • Alliance for Lifetime Income
    • NextChapter

    • Connect with our hosts

      • LifeYield
      • Jack Sharry on LinkedIn
      • Jack Sharry on Twitter

      • Subscribe and stay in touch

        • Apple Podcasts
        • Spotify
        • LinkedIn
        • Twitter
        • Facebook

        • The views expressed in the referenced article are those of the guest speaker only and not necessarily those of any Lincoln Financial Group® affiliate. Neither the information, nor any opinion expressed herein shall be construed as a recommendation to buy, or as an offer to sell, any securities or insurance product, a forecast of future events, a guarantee of future results or investment advice.

          Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.

          Lincoln annuities are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Contracts sold in New York are issued by Lincoln Life & Annuity Company of New York, Syracuse, NY, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer.

          Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance.

          ...more
          View all episodesView all episodes
          Download on the App Store

          WealthTech on DeckBy LifeYield

          • 4.8
          • 4.8
          • 4.8
          • 4.8
          • 4.8

          4.8

          17 ratings


          More shows like WealthTech on Deck

          View all
          Odd Lots by Bloomberg

          Odd Lots

          1,945 Listeners

          The Daily by The New York Times

          The Daily

          112,572 Listeners

          Up First from NPR by NPR

          Up First from NPR

          56,563 Listeners

          Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

          Capital Allocators – Inside the Institutional Investment Industry

          801 Listeners

          The Peter Attia Drive by Peter Attia, MD

          The Peter Attia Drive

          8,651 Listeners

          The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

          The Perfect RIA

          461 Listeners

          WealthTech Today by Craig Iskowitz

          WealthTech Today

          13 Listeners

          The Long View by Morningstar

          The Long View

          923 Listeners

          Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

          Kitces and Carl - Real Talk for Real Financial Advisors

          244 Listeners

          The Journal. by The Wall Street Journal & Spotify Studios

          The Journal.

          6,088 Listeners

          All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

          All-In with Chamath, Jason, Sacks & Friedberg

          9,901 Listeners

          Barron's Advisor by Barron's Advisor

          Barron's Advisor

          115 Listeners

          Hard Fork by The New York Times

          Hard Fork

          5,530 Listeners

          Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets by Michael Sidgmore

          Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

          30 Listeners

          How I Invest with David Weisburd by David Weisburd

          How I Invest with David Weisburd

          84 Listeners