Jul 30, 2021

How can we create more happy retirement planning clients? Tom Hegna joins our show today to share his insights on how to make this happen in your practice. Also, do you want to get regular updates on news from Tom and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope...

Jul 23, 2021

Many times when planning for retirement we often try to lock onto a specific date. However, it may be more productive for some to focus on their actual level of preparation for retirement. Today, Sheila Jelinek and Peter Sun from Milliman join us to talk about the genesis of the RISE tool which does exactly that....

Jul 16, 2021

The next few years promise to bring more change to our business than the last 50, according to our guest Jim Kerley. He should know. Jim has worked for carriers, launched businesses, and played a leading role at LIMRA. Today, he is managing partner of Clearview Partners and shares his perspective of change not only in...

Jul 7, 2021

When to take Social Security could arguably be the single most important decision you will make in retirement. Jack Sharry, EVP and CMO for LifeYield joins us today to talk about technology's role in helping us all make the optimal call. Also, do you want to get regular updates on news from Jack and other guests of our...

Jul 2, 2021

Are you ready to take a step out on the risk spectrum? Special guest Byron Boston, Chief Executive Officer, and Co-Chief Investment Officer of Dynex Capital, joins the conversation to share insights on Real Estate Investment Trusts (REITs): another potential source of income in retirement.

Do you want to get regular...