That Annuity Show

043 Looking Back At Our Predictions

Apr 24, 2020

Given the pandemic, we decided to shorten the distance of our own rear view mirror. Ramsey, Mark, Will and Paul look back on their predictions made in January and see just how much has changed. Maybe they deserve a Mulligan. What do you think?

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042 Could COVID-19 Stress The Social Security System? With Mary Beth Franklin

Apr 17, 2020

Mary Beth Franklin, Contributing Editor at InvestmentNews, former senior editor at Kiplinger's Personal Finance magazine and public speaker on Social Security & Retirement; CFP joins us today to talk about Social Security. She shares some of her expert advice for advisors and their clients. And we talk about the...

041 Helping Clients Navigate Chaos While Creating New Value For Your Practice With H. Adam Holt

Apr 10, 2020

Today, H. Adam Holt, CEO of Asset-Map joins us to talk about the company he founded to help clients visually understand their goals and how they will reach them through their investments and insurance products. Along the way, he has helped many financial professionals build larger practices, that help more clients...

040 Real Time View of Annuity Sales

Apr 3, 2020

Annuity agents have received a stream of announcements from carriers and state regulators over the last two weeks. How has this impacted sales? Get a first hand look from Mark Fitzgerald. We also continue our discussion on how to best adapt insurance practices to meet clients in a virtual world.

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