May 29, 2020
Michelle Richter, Managing Director of Retirement Enhancement Solutions at Milliman, joins us to share her insight on changes in product, distribution, and the consumer market.
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May 22, 2020
Industry legend Joe Jordan joins us today to talk about surviving and thriving through the current pandemic. Now is the time for agents and advisors to truly live a life of significance.
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Website: https://www.josephjordan.com/
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May 15, 2020
Norm Trainor, founder and CEO of the Covenant Group joins us today to impart both some wisdom and advice on how to move your practice forward during the COVID-19 crisis and beyond.
Connect with Norm Trainor:
Website: https://www.covenantgroup.com/
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May 8, 2020
Angus Shillington, a long-time emerging markets equity expert, joins us to talk about disruption in markets by technology and external catalytic events.
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May 1, 2020
Wade Pfau, the founder of Retirement Researcher and the Professor of Retirement Income at The American College of Financial Services, joins us today. We discuss the problems with using a 4% as a safe rule for withdrawal planning in retirement. We also explore why annuities work better than bonds in creating higher...