The Tyler Show

Political headlines can create uncertainty—but they don’t have to derail good financial planning.

In this quarterly update, Tyler De Haan welcomes Tyler Brown for a timely discussion on the policy, regulatory, and economic developments financial professionals should be watching as the midterm elections approach. 

How can you help clients manage market uncertainty while making your practice more efficient? In this episode of The Tyler Show, Dr. Tyler De Haan sits down with Justin Rafferty, AVP, National Sales Manager, to discuss how a laddering strategy can help financial professionals provide downside protection, growth potential, and a more streamlined client experience. They explore where this approach fits within a retirement portfolio, how it can simplify annual reviews through automatic reallocations, and why it may be especially valuable for client’s approaching retirement.

In this episode of The Tyler Show, host Tyler DeHaan sits down with Justin Rafferty, vice president for Midland Retirement Distributors, to discuss how the retirement landscape is evolving—and how financial professionals can help clients navigate the growing need for protection, accumulation and reliable retirement income.

Justin shares insights from more than two decades in financial services, including how the rise of AI may make the guidance of financial professionals even more valuable. He and Tyler then discuss Summit Edge’s flexibility in supporting accumulation and retirement income needs, along with upcoming enhancements—including an optional enhanced death benefit, new trigger strategies and guaranteed options designed to address a range of client goals.

Tune in for a practical look at today’s retirement challenges, the evolving role of financial professionals and how Summit Edge can help address a range of accumulation, income and legacy needs.

A family can be close—and still not be prepared to make difficult decisions together.

When Craig Higgins’ father began experiencing rapidly progressing dementia, there was no shortage of people who cared about him. But as the situation became more serious, Craig and his siblings didn’t always agree on what was happening, what needed to be done, or who should take action.

In this episode of When Planning Gets Personal, Tyler sits down with Craig to explore a side of planning that can be easy to overlook: preparing the people, not just the paperwork. Craig shares what his family experienced, what he learned along the way, and why getting on the same page earlier can matter when circumstances suddenly change.

Most families avoid conversations about aging until a health event forces difficult decisions. In this episode of When Planning Gets Personal, Tyler sits down with Paige Yontz, State Advocacy Manager for AARP Iowa and former long-term care administrator, to discuss why early planning can make all the difference. Together, they explore how financial professionals can help clients navigate one of retirement’s most challenging—and often overlooked—planning topics.

In this episode of When Planning Gets Personal, Molly Wendel, VP of SIG Marketing, reflects on her family's journey through caregiving and shares the experiences that reshaped her perspective on planning ahead. She offers personal insights into the challenges families face and the steps that can help make difficult transitions more manageable.

Washington, D.C., continues to shape the retirement planning landscape. In this quarterly update, Tyler De Haan and Tyler Brown discuss key policy, regulatory, and economic developments that could influence retirement planning strategies and client conversations in the months ahead. 

As the first episode in our Caregiver series, we kick things off with an engaging conversation about when financial planning turns personal. While retirement is often top of mind, topics like death, disability, and long-term care are frequently overlooked. Hear real stories and insights on why these conversations matter and the difference they can make when they matter most.

In Washington, D.C., the pace is fast and changes are constant, making it challenging to stay informed about issues important to you and your clients.

The Tyler Show is here to clarify these issues. Join Tyler De Haan, Director of Advanced Sales and Tyler Brown, VP of Government Affairs as they cover regulatory and legislative updates, key takeaways that impact client conversations, and more!