Jul 31, 2020

Sheryl Moore, Chief Storyteller of Wink, Inc. and industry guru joins us to talk about the state of the annuity market. Yes, sales are down. But Sheryl finds some bright spots and suggests ways we can adapt our products and sales processes to succeed over the next 12-18 months.

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Jul 24, 2020

Marc Lamoureux, CEO of Veriday, shares his perspective on the opportunities the pandemic has created for virtual advising. He has over thirty years of management and executive experience, growing multiple technology and consulting organizations. As the co-founder and CEO of Veriday, he has led the organization through...

Jul 17, 2020

Kerry Pechter, Editor of the Retirement Income Journal brings his unique perspective as journalist, author, industry executive, and entrepreneur to the microphone this week. Join us as we walk through the state-of-the-state of the industry and we learn that change we currently witness is nothing new for our...

Jul 10, 2020

Sheila Jelinek and Suzanne Norman join us today from Milliman to discuss a recent paper they wrote entitled, "The Case for More Female Advisors". Advisors are serving a more diverse client base than ever before and, as more women control assets, there is an increasing demand for advisors who can help them with their...

Jul 3, 2020

Bruno Caron, Senior Financial Analyst at AM Best Company, shared with us his unique perspective on product design and the health of our industry. Bruno is an actuary with more than a decade of experience spanning various sectors of the life and annuity industry: consulting, life insurance company, start-up...