Jun 28, 2024
Summary
In this episode of That Annuity Show, Jim Kerley discusses his report titled 'Shifting Distribution, Changing Mindset: Why Advisors Aren't Talking to Consumers About Life Insurance.' The report explores the reasons why some advisors are not discussing life insurance with their clients and the implications for...
Jun 21, 2024
Join us as we revisit a panel from Retiretech Vegas 2024:
Consolidation has permanently changed the face of independent distribution forever. Or has it? We will explore the next phase of consolidation and new forms of distribution that may potentially evolve.
Moderator: James Wong, Partners Advantage
- Speakers:...
Jun 14, 2024
In this episode of That Annuity Show, Paul Tyler and David Czerniecki are joined by John Beshoory to discuss the energy sector and the impact of technology on the economy. They explore the fundamental changes happening in the energy sector, such as the shift towards renewable energy sources like solar and wind....
Jun 6, 2024
Merging the worlds of investment and income planning is no small challenge. Mark Shemtob, Fellow of the Society of Actuaries and CFP does this every day with his clients. Mark approaches retirement income from three perspectives: as an actuary, working with individuals, and working with retirement plans. He emphasizes...