That Annuity Show

Rerelease: Creating Happiness For Your Clients with Tom Hegna

Aug 26, 2022

This week, we revisit an impactful and very relevant episode from this past year. Join us as we hear from our friend, and renowned retirement expert, Tom Hegna about creating more happy clients on their retirement planning journies.

How can we create more happy retirement planning clients? Tom Hegna joins our show...

161 - Retirement Product Innovation in The Future

Aug 19, 2022

This summer, Nassau Re/Imagine hosted the first annual Retiretech Forum. Nearly 100 attendees representing industry decision-makers, and insurtech, fintech, and retiretech startups, joined us in Hartford, CT.
Six-panel discussions with over 25 speakers took the stage at the Retiretech Forum, exploring sales &...

160 - Insurance to Help Care Givers With Tom Beauregard

Aug 12, 2022

Most of us will need long term care at some point in our life. What if we could purchase insurance that would help us and our caregivers navigate the process? Tom Beauregard, Founder and CEO of HCG Secure joins us today to talk about the insurance and services his new company offers retirees.

Links mentioned in the...

159 - Making Sense of Your 401(k) Lifetime Illustration Statement With Jack Towarnicky

Aug 4, 2022

You will probably receive a statement by the end of the month from your 401(k) provider that includes a Lifetime Income Illustration. What does the projection actually mean? If you aren't certain, you are not alone. Jack Towarnicky, HR, Total Rewards, Employee Benefits Subject Matter Expert joins us today to explain the...