Cover image of That Annuity Show

That Annuity Show

We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you l... Read more

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Ranked #1

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199 - Making Social Security Conversations Easier With Jeff Quigley

199 - Making Social Security Conversations Easier With Jeff Quigley

Most retirement plans start with Social Security. However, very few people actually understand how their payment is dete... Read more

11 Aug 2023

24mins

Ranked #2

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198 - State of the State of the Retirement Industry With Jim Kerley

198 - State of the State of the Retirement Industry With Jim Kerley

In the retirement industry, we're living through a lot of change. Who could be better to help us put the challenges in p... Read more

3 Aug 2023

52mins

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Ranked #3

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197 - Annuities for Dummies With Kerry Pechter

197 - Annuities for Dummies With Kerry Pechter

Have we gotten any smarter about retirement and annuities since 2008? That was the year in which today's guest Kerry Pec... Read more

28 Jul 2023

38mins

Ranked #4

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196 - Creating New Experiences and Clients in the Metaverse with Panos Leledakis

196 - Creating New Experiences and Clients in the Metaverse with Panos Leledakis

Emerging augmented reality and virtual reality technology present an interesting opportunity to create memorable experie... Read more

7 Jul 2023

38mins

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Ranked #5

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195: Using AI & QR Codes to Collapse Lead Funnels With Jay Wolff

195: Using AI & QR Codes to Collapse Lead Funnels With Jay Wolff

The insurance industry has a tortured relationship with leads - we desperately need them but seem to rarely like what we... Read more

23 Jun 2023

33mins

Ranked #6

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194 - Finding New Ways To Speed Retirement Savings With Dario Fusato

194 - Finding New Ways To Speed Retirement Savings With Dario Fusato

It's not often that people create new products that aren't annuities to increase late-in-life income for seniors. It's e... Read more

16 Jun 2023

35mins

Ranked #7

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193 - The Quarterly Market Review With David Czerniecki

193 - The Quarterly Market Review With David Czerniecki

David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us again this quarter to provide his assessme... Read more

9 Jun 2023

16mins

Ranked #8

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192 - A Recap of the Alliance for Lifetime Income Summit With David Macchia

192 - A Recap of the Alliance for Lifetime Income Summit With David Macchia

Two weeks ago, the Alliance for Lifetime Income held a summit in Washington D.C. for its members. Ramsey Smith and our g... Read more

2 Jun 2023

39mins

Ranked #9

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191 - Making Sense of The Financial Markets

191 - Making Sense of The Financial Markets

How do you explain the turmoil in the financial markets to your clients? Today, we're replaying a presentation that Davi... Read more

18 May 2023

28mins

Ranked #10

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190 - The State Of The Annuity Market With Scott Hawkins

190 - The State Of The Annuity Market With Scott Hawkins

Earlier this year, we hosted our second innovation in retirement event called Retiretech 2.0. Scott Hawkins, Managing Di... Read more

11 May 2023

35mins

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