أفضل بودكاسات Annuity (2024)

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229 - Shifting Distribution and Changing Minds With Jim Kerley 43:50

7h ago43:50

43:50

Summary In this episode of That Annuity Show, Jim Kerley discusses his report titled 'Shifting Distribution, Changing Mindset: Why Advisors Aren't Talking to Consumers About Life Insurance.' The report explores the reasons why advisors are not discussing life insurance with their clients and the implications for the industry. Kerley emphasizes that…

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Defer 2 SPIA (MYGA-2-SPIA): Shootin' It Straight With Stan (TAM Classic) 14:00

3d ago14:00

14:00

In this episode, The Annuity Man discussed: What are MYGAs and SPIAs? Annuities are contractual commodities MYGA to SPIA Key Takeaways: A MYGA, Multi-Year Guaranteed Annuity, is the annuity industry's version of a CD. The good news about MYGAs is that the interest rate is locked in and non-callable. This means that when interest rates go down, you’…

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228 - The Shape of Distribution To Come 35:59

7d ago35:59

35:59

Join us as we revisit a panel from Retiretech Vegas 2024: Consolidation has permanently changed the face of independent distribution forever. Or has it? We will explore the next phase of consolidation and new forms of distribution that may potentially evolve. Moderator: James Wong, Partners Advantage Speakers: Patrick Kelly, Signal Advisors; Tyler …

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Annuity Fancy or Annuity Contractual?: Shootin’ It Straight With Stan 5:42

10d ago5:42

5:42

In this episode, The Annuity Man discussed: The four main concerns that annuity addresses Why you should stay away from fancy annuities Things to consider when buying annuities Key Takeaways: Annuity contracts are designed to address four key concerns: principal protection, lifetime income, legacy planning, and long-term care. However, not all annu…

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Dana Anspach: Juicing Your Retirement Plan (TAM Classic) 42:04

11d ago42:04

42:04

In this episode, The Annuity Man and Dana Anspach discuss: Juicing your retirement money How can you know if you’re “retirement-ready” What are some things you have to consider when setting up your retirement plan The four percent rule Key Takeaways: Don’t underestimate what more you can juice from your retirement plan. You might very well end up w…

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227 - Quarterly Economic Update With David Czerniecki 24:37

15d ago24:37

24:37

In this episode of That Annuity Show, Paul Tyler and David Czerniecki are joined by John Beshoory to discuss the energy sector and the impact of technology on the economy. They explore the fundamental changes happening in the energy sector, such as the shift towards renewable energy sources like solar and wind. They also discuss the role of technol…

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Annuity Contractual Guarantees Change Lives: Shootin’ It Straight With Stan 7:58

17d ago7:58

7:58

In this episode, The Annuity Man discussed: Annuity solutions to retirement problems The four things that annuities solve for How annuities can give peace of mind, flexibility, and freedom Key Takeaways: Retirement can be a daunting prospect, with the uncertainty of how long your savings will last and the fear of running out of money. However, annu…

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226 - The Practical Problems of Turning Assets Into Income With Mark Shemtob 38:00

23d ago38:00

38:00

Merging the worlds of investment and income planning is no small challenge. Mark Shemtob, Fellow of the Society of Actuaries and CFP does this every day with his clients. Mark approaches retirement income from three perspectives: as an actuary, working with individuals, and working with retirement plans. He emphasizes the importance of diversificat…

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Annuity Doublers Gives Your Money Back Quicker When You Get Sicker: Shootin’ It Straight With Stan 7:54

24d ago7:54

7:54

In this episode, The Annuity Man discussed: What annuity doublers refer to The true story of annuity doublers Key Takeaways: Annuity “doublers” isn’t as lucrative as it seems. You become eligible for enhanced payment if you are found to be unable to do the five daily functions of life. The additional value given in enhanced payments is subtracted d…

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David Blanchett: Retirement Income Investing in a Low-Yield World (TAM Classic) 48:33

25d ago48:33

48:33

In this episode, The Annuity Man and David Blanchett discuss: People’s irrational preference A gap between perceived and actual ability Is cryptocurrency going to last? Investing when there are low yields Key Takeaways: In theory, people should be indifferent between spending down their portfolio and living off of it - but investors aren’t always r…

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225 - Generating Retirement Prospects Online with a Smaller Budget With Alex Khassa 31:49

28d ago31:49

31:49

In this episode, Paul Tyler, Bruno Caron, and Ramsey Smith interview Alex Khassa, CEO and founder of Clients Black Box, Inc., about his success in helping financial advisors get more clients virtually using Facebook ads. Alex shares his backstory and how he transitioned from being a fractional CMO to focusing on helping financial advisors. He expla…

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There’s No ROI Until You Die With Lifetime Income Annuities: Shootin’ It Straight With Stan 5:59

1M ago5:59

5:59

In this episode, The Annuity Man discussed: The four primary annuity types for lifetime income There’s no ROI until you die with lifetime income annuities Two important questions to consider when buying annuities Key Takeaways: There are four primary annuity types providing lifetime income: Single Premium Immediate Annuities, Deferred Income Annuit…

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224 - Using AI to Generate Real-Time Market Insights With Jens Nordvig 44:03

1M ago44:03

44:03

In this episode of That Annuity Show, the hosts discuss the use of AI in financial advisory services with guest Jens Nordvig, CEO of Exante Data and co-founder and CEO of Market Reader. Nordvig explains how Market Reader uses AI to generate real-time market insights and explanations for various assets and events. The tool scans multiple sources, in…

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How the Annuity Sausage Is Made: Shootin’ It Straight With Stan 11:20

1M ago11:20

11:20

In this episode, The Annuity Man discussed: The pricing mechanism of annuity products Annuities are commodity products Buy only the products that you understand Key Takeaways: Annuity pricing is primarily based on life expectancy, with interest rates playing a secondary role. Another key factor in annuity pricing is that annuity prices change based…

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Roger Whitney: How To Rock Your Retirement (TAM Classic) 44:38

1M ago44:38

44:38

In this episode, The Annuity Man and Roger Whitney discuss: The two retirement crises Balancing on the teeter-totter Before going into fancy tactical stuff Focusing on what you can control Key Takeaways: There are two retirement crises: one is when people don’t have enough money to pay the bills when they can’t work anymore. The other crisis is for…

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223 - Tech Modernization: Retiretech Keynote feat. Michele Trogni 25:38

1M ago25:38

25:38

Today's episode is a special keynote recorded at RetiretechTM Vegas on April 9, 2024, where host Paul Tyler welcomes Michele Trogni, CEO of Zinnia, to discuss the transformative impact of technology on the life annuity and health business. Trogni highlights how technology is bringing transparency, simplification, standardization, and productivity t…

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The Perfect Annuity Does Not Exist: Shootin’ It Straight With Stan 8:55

1M ago8:55

8:55

In this episode, The Annuity Man discussed: Focusing on guarantees The best annuity Finding the annuity best suited for you Key Takeaways: Annuities are financial products that can provide a steady stream of income during retirement, but they come with both benefits and limitations. It's essential to approach annuities with a clear understanding of…

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222 - Bridging the Gap: Annuities in Retirement Planning 44:44

2M ago44:44

44:44

Join hosts Paul Tyler, Tisa Rabun-Marshall, Bruno Caron, Ramsey Smith, and guest Graham Clark from Alex Income as they delve into the pivotal role annuities can play in retirement planning. Learn more about ALEX.fyi: https://alex.fyi and ALEXIncome: https://alexincome.com Connect with Ramsey Smith, Founder and CEO: https://www.linkedin.com/in/ramse…

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The Cost of Waiting to Purchase an Annuity: Shootin’ It Straight With Stan 9:42

2M ago9:42

9:42

In this episode, The Annuity Man discussed: Don’t time the market when buying annuities The cost of waiting for the perfect moment Key Takeaways: Don’t time the market when buying annuities. Instead of trying to find the perfect moment, determine whether you actually need an annuity by asking yourself what you want the money to do and when you want…

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Steve Parrish: Rational and Phased Retirement Planning (TAM Classic) 47:57

2M ago47:57

47:57

In this episode, The Annuity Man and Steve Parrish discuss: People don’t understand annuities Preparing for diminished capacity Life expectancy is good and getting better Managing your retirement plan Key Takeaways: Annuities are not an investment, it’s a form of insurance that makes investments even better. Address problems in advance while you st…

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221 - Navigating Retirement Futures: Unveiling the Investment Horizons of 2024 36:14

2M ago36:14

36:14

In this episode, we delve into the dynamic landscape of annuities and retirement markets, exploring the promising opportunities of 2024 amidst the evolving Retiretech scene. Join moderator Doug Roth of CT Innovations and industry experts Ray Jang from Primetime Partners, Marie-Christine Razaire representing Northwestern Mutual Future Ventures, and …

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Always Reverse Engineer Annuity Income Quotes: Shootin’ It Straight With Stan 7:59

2M ago7:59

7:59

In this episode, The Annuity Man discussed: Be strategic and efficient when purchasing annuities Reverse engineering annuity quotes Maximizing retirement income Key Takeaways: When it comes to purchasing annuities for retirement income, it's essential to be strategic and efficient with your money. This is why you should aim to use the least amount …

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220 - Insuring Tomorrow: Navigating AI, Regulation, and Innovation 40:37

2M ago40:37

40:37

In this episode of That Annuity Show, recorded live at RetiretechTM Vegas, we delve into the dynamic interplay between technology, regulation, and innovation within the insurance industry. Our panelists, including Commissioners Andrew Mais from Connecticut, Nathan Houdek from Wisconsin, Kathleen Birrane from Maryland, and Troy Downing from Montana,…

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Keep Your Powder Dry Annuity Income Planning: Shootin' It Straight With Stan 8:47

2M ago8:47

8:47

In this episode, The Annuity Man discussed: The value of annuities for lifetime income planning Laddering strategy with annuities Placing an annuity inside a trust Key Takeaways: When it comes to planning for lifetime income, annuities can be a valuable tool. However, it's essential to approach annuities with strategies that allow for flexibility a…

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Gary Baker: The Growth of Group and Fee-Based Annuities 49:48

2M ago49:48

49:48

In this episode, The Annuity Man and Gary Baker discuss: The Secure Act's role in making annuities more accessible within 401(k) plans Lifetime guaranteed income options within 401(k) target date funds The widespread inclusion of lifetime income options How annuities can alleviate pressure on Social Security Key Takeaways: The retirement landscape …

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219 - Joe Jordan Live From Retiretech Las Vegas 27:10

2M ago27:10

27:10

On April 8-10, we held our third RetiretechTM event...this time in Las Vegas. Joe Jordan joined us as a keynote speaker. The next day, we caught up with him in the expo hall of RetiretechTM Las Vegas and talked to him more about the future of purpose-driven retirement planning. Learn more: https://imagine.nfg.com/retiretech-2024/…

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There’s NO Annuity Sweet Spot to Purchase: Shootin' It Straight With Stan 8:47

2M ago8:47

8:47

In this episode, The Annuity Man discussed: Annuities are contracts The perfect time to buy an annuity You can’t time contracts Key Takeaways: There is no "sweet spot" to purchase annuities, as all types have contractual guarantees that should be analyzed. Remember that annuities are contracts, not investments. The perfect time to buy an annuity is…

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Transfer Your Risk to Annuity Contractual Guarantees: Shootin' It Straight With Stan 8:47

3M ago8:47

8:47

In this episode, The Annuity Man discussed: What annuities solve for Transfer of risk The three phases of retirement Key Takeaways: Annuities solve for PILL: Principal protection, Income for life, Legacy, and Long-term care. There’s no G for growth, or R for Returns. If you want growth and returns, do not buy an annuity of any type. Annuities are b…

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Jamie Hopkins: Retirement Planning And The Why That Makes You Cry (TAM Classic) 52:36

3M ago52:36

52:36

In this episode, The Annuity Man and Jamie Hopkins discuss: ROS - Return on Sleep From an accumulation to a decumulation mindset Living your retirement meaningfully Changing your relationship with money Key Takeaways: People often don’t care about optimal, people care about being happy. Giving people a good retirement experience, a Return On Sleep,…

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218 - Annuities and The Income Path with Tamiko Toland and Michael Finke 35:00

3M ago35:00

35:00

Tamiko Toland and Michael Finke join us today as founders of Income Path. Income Path is a tool that visualizes retirement income paths and the impact of annuities on that journey. A conversation with Bill Sharpe in 2018 provided the spark for this new venture. The tool aims to shift the narrative from fear-based discussions to positive outcomes an…

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You Already Own At Least 2 Annuities: Shootin' It Straight With Stan 7:24

3M ago7:24

7:24

In this episode, The Annuity Man discussed: The best inflation annuity on the planet. The second annuity you already own RMDs are an annuity payment Key Takeaways: Annuities that adjust for inflation offered by the private sector have their initial payments drastically lowered to make up for the index increase. You don’t need to get that because yo…

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Get Your Annuity Income Ducks in a Row: Shootin' It Straight With Stan 11:56

3M ago11:56

11:56

In this episode, The Annuity Man discussed: What retirement is all about The ducks that you may already have Annuity income ducks Key Takeaways: Retirement, or chapter two of your life, is the time that you need money hitting the bank account so that you can go live your life. This chapter is going to be all about you, about your lifestyle, and abo…

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Marcia Mantell: Cookin' Up Your Retirement Plan 52:02

3M ago52:02

52:02

In this episode, The Annuity Man and Marcia Mantell discuss: The value of simplicity in understanding financial concepts Getting ready for the emotional aspect of retirement The key to financial success in retirement The importance of creating an estate plan Key Takeaways: If you can’t explain a concept or product simply to somebody who doesn’t liv…

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217 - The Peak 65 Zone Is Here With Jason Fichtner 42:11

3M ago42:11

42:11

217 - The Peak 65 Zone Is Here With Jason Fichtner Jason Fichtner, Chief Economist, Bipartisan Policy Center & Executive Director, Retirement Income Institute, Alliance for Lifetime Income joins us today to talk to us about his latest paper. Jason recently released the 2024 edition of “The Peak 65® Zone Is Here – Creating A New Framework For Americ…

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Your Retirement Plan Is Not an Annuity Game: Shootin' It Straight With Stan 12:46

3M ago12:46

12:46

In this episode, The Annuity Man discussed: The standard of a fiduciary Your retirement is not a game Annuities as guarantees and as commodities Key Takeaways: Be wary of people in the annuity industry who sell one product to every type of person. In most cases, the product they’re selling is the highest commission product. The annuity you buy has …

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216 - Managing A Soft Landing For The Economy Despite Global Turbulence With David Czerniecki 18:38

4M ago18:38

18:38

In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discusss various economic topics, including China's economic slowdown, energy prices, inflation, and global conflicts. They explore the implications of these issues on the global economy and provide insights into potential future developments. Takeaways China's e…

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