That Annuity Show

105 Finding Higher & Safer Interest Rates With Gary Zimmerman

Jun 25, 2021

What prevents clients from earning higher interest rates on their savings? Three factors - awareness, apathy, and inertia create road blocks according to Gary Zimmerman, Founder & CEO of MaxMyInterest.com. Gary joins us today to discuss the savings problem he solved for himself and is now sharing with clients and their...

104 Adapting Our Annuity Business to Changing Regulations, Markets, and Consumers

Jun 18, 2021

Can we learn what may lie ahead for our industry from regulatory changes in Australia? Will RILAs and MYGAs prove to be the winning products of 2021? How must we change how we explain our products to consumers? We discuss answers to these questions and more this week with Harry Stout. Harry has headed carriers in the...

103 Confidently Sorting Through a Sea of Indices With Laurence Black

Jun 11, 2021

Fixed Indexed Annuities in the U.S. market now offer crediting strategies that include over 100 proprietary indices. How should agents and advisors conduct due diligence in this environment? What factors really matter? Today, Laurence Black, founder of The Index Standard, shares his perspective with us on this very...

102 Readying RIAs to Effectively Offer Annuities (And Many Other Topics) With Michelle Richter

Jun 4, 2021

Michelle Richter, Principal at Fiduciary Insurance Services, joins us again to cover a wide variety of important industry topics. One of many that jumped out in today's conversation was the need for structural change in how the annuity industry services RIAs in the future. Some of these involve technology, other...