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Dec 24, 2021

Yes, building a retirement plan can feel daunting. However, do you really have a good plan if you don't have a purpose?

Today, we talk with Gary Sirak, Owner of Sirak Financial. Gary is also the author of "How to Retire and Not Die". Gary shares his approach to helping clients find a purpose and discover their passion...


Dec 17, 2021

Got Milk? Enjoy eating the Other White Meat? Today, meet Cyrus Bamji, Head of Communications for the Alliance for Lifetime Income. Cyrus and his team are on a mission to retell the story of annuities in an even more powerful way than those memorable ad campaigns.

Get the inside story on how the Rolling Stones found...


Dec 10, 2021

Any conversation about retirement ultimately revolves around health care needs and expenses. Products for seniors continue to rapidly evolve. And Medicare premiums continue to rise. What advice will you give your clients this year? Today, Jesse Slome the Director of the American Long Term Care Insurance...


Dec 3, 2021

Knowledge is power, especially when it comes to money, savings, and planning for retirement. Today we're joined by Carson Hewett, Manager of Strategic Partnerships at Everfi and Jon Rosborough, Financial Professional Program Director for the Alliance for Lifetime Income. Live at the Rolling Stones concert in Atlanta,...


Nov 19, 2021

Can a fintech solution help your clients keep their cash safe but grow it faster than a bank? Today we talk with Michael Nelskyla, founder and CEO of SAVE about his solution. Michael was a pioneer in creating custom indices for insurance products and will talk about the overlap in customer needs and expectations...