Apr 29, 2022

In this business, we have all heard about the ability of annuities to create a guaranteed income in retirement. Today, Michael Finke, investments/retirement professor and Frank M. Engle Chair of Economic Security Research at The American College joins us  to bring the actual numbers into sharper focus. Also, do you want...

Apr 22, 2022

What role should an industry association play to support the growth of the life insurance and annuity business? This week's guest, David Levenson has invested a lot of time of energy answering this question. As President and CEO of LIMRA, LOMA & LLGlobal, Dave has redefined the mission, structure, and operations of our...

Apr 14, 2022

Should your client pay off their mortgage as they head into retirement?  Today, Jason Fichtner joins us again to talk about the risks inherent in answering this question with confidence. Jason is Vice President and Chief Economist at the Bipartisan Policy Center and Senior Fellow for the Alliance for Lifetime Income. ...

Apr 13, 2022

Inflation is the topic of the day. How high will it go? How long will it last? In a special episode, David Czerniecki, Chief Investment Officer for Nassau Financial Group shares his perspective on inflation and the global economy.

Apr 8, 2022

Indices continue to proliferate inside fixed indexed annuities. Some of them stand by brand name and reputation alone. The Nasdaq-100 falls squarely into that category. Today we have two representatives from Nasdaq on to talk about their index. You may be surprised about what you learn. We welcome Efram Slen, Head...