Nov 18, 2022

Can a mutual fund create new income potential for investors by sharing mortality risk? The answer is "yes", starting in Canada. Fraser Stark, President of the Longevity Retirement Platform for Purpose Financial joins us to talk about his company's novel product.

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Nov 11, 2022

What will the future of face-to-face distribution look like in the coming years. Today, we talk with someone who has always built a business five years ahead of the rest. Paul Blanco, Founder and CEO of Barnum Financial joins us to talk about the future of advisors, insurance agencies, wealth management and...

Nov 4, 2022

For those of us in the business, it feels like interest rates have been rising every two weeks. Fixed rates and guaranteed income have gone up. However, other competing fixed income options have risen as well. How does this new environment reshape how we evaluate recommendations for our clients? We explore this topic...