Mar 17, 2023
We know both consumers and agents want and expect a different buying experience today. The industry has made significant strides in the last few years. However, the journey isn't over yet. Josh Elohim and Reid Tattersall from Back Nine Insurance Services give their recommendations for innovation that carriers...
Mar 17, 2023
In a turbulent economic time, recommending client allocations in FIA indices has never been harder. Our friends at The Index Standard, Branislav Nikolic and Jay Watson join us today to talk about the latest iterations on their rating models.
Links mentioned in the show:
https://www.theindexstandard.com
Feb 17, 2023
Do Monte Carlo simulations cause more harm than good? David Macchia, Retirement Income Strategist, Entrepreneur, and Founder of Wealth2k explores this topic and more today. We cover the politics of pay, why "sales" seems like a dirty word, and our upcoming Retiretech 2.0 conference in NYC.
Links...
Feb 17, 2023
We have spent a lot of time talking about rules of thumbs for managing saving in retirement. However, what are the rules we should be giving to our kids for saving into the future. Today, financial planner and author Dale Alexander joins us to share his rules that he believes all young people should follow.
Links...
Feb 10, 2023
The use of annuities by RIAs continues to grow. David Lau, one of the leading pioneers in the space, joins us today. David is the founder and CEO of DPL Financial Partners. We talk about the opportunities and challenges of "poking the bear" - and creating better retirement plans for clients in the process.
Links...