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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...


Jul 29, 2022

The proverb that it's harder to climb down a mountain than go up is true in every sense of the word. Here's a gruesome stat - between 1921 and 2006, 56% of deaths above 8,000 meters occurred on the return trip  and 17% died turning back. Just 15% died on the way up. The rest died of other causes. Similarly in...


Jul 21, 2022

This episode is for producers only. One of the biggest pain points in explaining annuities is describing the nature of the product guarantees. Most state laws prohibit agents or carriers from proactively discussing state guarantee associations with clients during the sales process. However, in an age of Google and best...


Jul 18, 2022

Inflation, war and the risk of a recession is weighing heavily on everyone's mind. In this special episode, David Czerniecki, Chief Investment Officer for Nassau joins us again to share his perspective on the state of the economy.


Jul 15, 2022

A home is typically one of the largest individual assets we must include in a retirement plan. However, it's also one of the most illiquid ones. We've had several episodes exploring the role of home equity loans in solving the problem. Today, we look at a second option - selling part of the equity in your house to a...