Feb 26, 2021
Yes, parts of the country are fortunately beginning to reopen for real life meetings. However, virtual planning will remain an important part of many successful agents' practices for years to come. David Wright, Executive Director of Practice Development at M&O Marketing joins us today. He discusses how he has...
Feb 19, 2021
Your practice can't be defined by a zip code in today's digital age. Derek Notman, founder of Intrepid Wealth Partners and Conneqtor talks to us today about how to build a niche that could open the door to a successful virtual planning business. Derek likens it to process of designing and building a Lamborghini....
Feb 16, 2021
Since March 2020, seniors have quickly grown comfortable
shopping online. They have learned how to connect with family,
church, and community via web calls. And they now research
retirement products like never before.
However, how to keep their confidence on the web? Yes, we need to be vigilant to protect their accounts...
Feb 12, 2021
How do retirees juggle between between the many unknowns they face, such as longevity and health concerns? Bruno Caron, a Senior Financial Analyst at AM Best offers a great framework for solving the problem in his recently released book, Lifetime Income to Retire with Strength. The book is available on Amazon here:
Feb 5, 2021
A recent study suggests that starting a conversation about equity market risk may not be an effective way to start a dialogue about annuities. Learn more about the research from Tamiko Toland, Director of Retirement Markets at CANNEX Financial.
Connect with Tamiko at