Aug 30, 2019
Description: Mark, Will and Paul take a look back at the continued rapid growth of fixed indexed annuity (FIA) sales across the industry. They discuss the recent release of sales results from LIMRA that showed a quarterly 17% jump in FIA sales in Q2 2019 versus the same period a year ago. They discuss the reasons...
Aug 23, 2019
Today we have a special episode. Nassau Re launched an incubator in Hartford earlier this year. We support another podcast called The Nassau Re imagine podcast where we interview startups in the insurance world. We recently interviewed Ramsey Smith, the founder of Alex.fyi for that program. Ramsey is passionate about...
Aug 16, 2019
Mark, Will, and Paul discuss a recent article on ThinkAdvisor written by Elle Switzer of CUNA Mutual. Elle explores how early withdrawals can amplify the sequence of return risk. Our team talks about the best ways to explain sequence of return risk with clients. They also discuss strategies to mitigate the risk in...
Aug 9, 2019
The Fed lowered interest rates this week. What does this mean for client conversations? Not a lot yet. Mark uses the opportunity for a refresher on the basics of focusing a client conversation on the long-term fundamentals of retirement planning.
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Aug 2, 2019
Mark discusses a recent study released by Cetera Financial Group that segments retirement planning clients by personality type. It should came as no surprise that emotion biases drive significant investment and savings behavior. We dive deep in the segments and discuss strategies to surface how clients really...