Dec 29, 2022

Indices continue to proliferate within the fixed indexed annuity market. Yes, choice is good for the client but it can create a complicated environment for the agent or advisor. Laurence Black, Founder of the Index Standard and Branislav Nikolic join us again to talk about how their company makes providing good...

Dec 22, 2022

Dementia presents a growing risk for all of us as we age. Research shows that even mild cognitive impairment makes it hard for people to manage their money on their own. Today we speak with Marti DeLiema, Naomi Karp, and Steve Vernon about a project designed to help. It's called the Thinking Ahead Roadmap. It's free on...

Dec 15, 2022

Today, we catch up David Czerniecki, Chief Investment Officer for Nassau and get his perspective on the economy. We continue our discussion from last quarter about inflation, interest rates, market volatility, and the supply chain. In addition, we discuss of the current state of the digital...

Dec 9, 2022

In part 2 of 2 Michelle lays out her proposal for revamping the web of state and federals rules and laws to make in-plan annuities a vibrant market in the future.

Here's the full text of her discussion:

Heads up to SOA, NAIFA, IRI, any other industry group- mark this moment as the point where contacts you have at these...

Dec 2, 2022

The SECURE Act reinvigorated interest in expanding the market for in-plan annuities. However, we need to make many more changes to really drive adoption. In part one of a two part series, Michelle Richter and Mark Chamberlain of the newly renamed firm, Annuity Research & Consulting, share their roadmap for...