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Mar 26, 2021

How does one educate college students and clients about the importance of the time-value of money in the middle of our virtual age? Matt Carey joins us to talk about both challenges in his role as investment advisor at Blue Spark Capital Advisors and as Director of Financial Market Studies at Iona's Hagan School...


Mar 19, 2021

Pioneering a new way to sell annuities to the public requires guts and patience. Josh Mellberg, President of J.D. Mellberg Financial joins us today to share with us his journey from a holding seminar a week to generating millions of leads on television.

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Mar 12, 2021

Private equity continues to drive investment and mergers & acquisitions in the insurance and RIA market. Scott Hawkins, Direct of Insurance Research at Conning joins us to share his team's insight on the impact to product, distribution, and consumer value.

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Mar 5, 2021

Should every advisor ask their client the "mortality question" when they build a retirement plan? Bobby Samuelson, Executive Editor of The Life Product Review, says we all should. Join us today as we explore the complementary roles that life insurance and annuities can play in retirement planning.

 

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