Feb 24, 2022
We're all fortunate to work in an industry with a wonderful mission. How do we create more opportunities for people of color to experience the same rewards. That's the topic of today's conversation with Martin Powell, Head of Annuity Distribution and Gina Riepel Director of Strategic Accounts at CUNA...
Feb 18, 2022
Why do we help people build retirement plans? To optimize cash flow? To minimize asset risk? Yes. However, these should simply be the tools that allow people to pursue their purpose in later life. Joe Jordan, speaker and best-selling author joins us again today to talk about his message that crosses countries,...
Feb 11, 2022
Language is powerful. It's exceptionally powerful in the highly regulated world of retirement planning. Michelle Richter, Principal at Fiduciary Insurance Services joins us today to give us a lesson in regulatory grammar and how recent new rules from the Department of Labor may change them.
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