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Jan 27, 2023

Last week we looked back at 2022. This week we're looking ahead at 2023 with Scott Hawkins, Managing Director and Head of Insurance Research for Conning. Scott will also be a keynote speaker at our upcoming Retiretech conference in NYC on March 27th. More details will follow.

Links mentioned in the...


Jan 13, 2023

We covered a lot of topics in 2022 with many of the leaders of the retirement and annuity business. We thought it would  be worthwhile to take a look back at the shows that stood out last year. And at the same time, think about what issues may be very important to discuss in 2023. As we plan our schedule for the coming...


Jan 6, 2023

Our emotional relationship with money is complex. How we feel about it often shapes how we spend and how we save it. Joining us today is Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group and co-author of "Find Your Freedom - Financial Planning for a Life on Purpose". Jamie talks about how advisors...


Dec 29, 2022

Indices continue to proliferate within the fixed indexed annuity market. Yes, choice is good for the client but it can create a complicated environment for the agent or advisor. Laurence Black, Founder of the Index Standard and Branislav Nikolic join us again to talk about how their company makes providing good...


Dec 22, 2022

Dementia presents a growing risk for all of us as we age. Research shows that even mild cognitive impairment makes it hard for people to manage their money on their own. Today we speak with Marti DeLiema, Naomi Karp, and Steve Vernon about a project designed to help. It's called the Thinking Ahead Roadmap. It's free on...