Parhaat Annuity Podcastit (2024)

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245 - ITC: AI Innovation in Life Insurance & Annuities 41:36

2d ago41:36

41:36

Susan Winkler of CT IFS joins Paul Tyler as a guest host to discuss their interviews from InsureTech Connect (ITC) in Las Vegas. The podcast captures conversations with key industry leaders about AI innovation in the life and annuity sector, recorded during the conference. The episode features interviews with Nagesh Cherukupalli from Cognizant, who…

1
Hidden Truths & Facts About Fixed Index Annuities: Shootin’ It Straight With Stan 12:49

4d ago12:49

12:49

In this episode, The Annuity Man discussed: Why are Indexed Annuities sold in a misleading way? Indexed Annuities are not growth products What annuities are for Key Takeaways: Because Indexed Annuities are a high-commission product for agents, they are often promoted in a misleading manner, obscuring their true nature and limitations. Indexed Annui…

1
Stan The Annuity Man: New Realities of Annuity Recommendations 25:20

5d ago25:20

25:20

In this episode, The Annuity Man discussed: The Annuity PILL Choosing an annuity carrier Putting the client’s best interest first The future of the annuity industry Key Takeaways: The acronym PILL stands for Principal Protection, Income for life, Legacy, and Long-term care. If you don’t need to contractually solve for one or more of those items in …

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244 - Sri Reddy on Navigating The Annuity Landscape 48:06

9d ago48:06

48:06

In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and Ramsey Smith discuss the importance of reaching more people in the annuity industry with their products. They are joined by Sri Reddy, Sri Reddy, senior vice president of Retirement and Income Solutions at Principal® and a Principal Securities Registered Representative, who shares i…

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Strategic Retirement Planning Using Annuities: Shootin’ It Straight With Stan 8:31

11d ago8:31

8:31

In this episode, The Annuity Man discussed: The Annuity PILL The best inflation annuity Annuities are a transfer of risk Key Takeaways: Annuities provide lifetime income, principal protection, legacy planning, and long-term care benefits. If you’re not solving for any of those, then you don’t need an annuity. Social Security is the best inflation a…

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Tailoring Fixed Index Annuities to Your Specific Goals: Shootin’ It Straight With Stan 11:57

18d ago11:57

11:57

In this episode, The Annuity Man discussed: The purpose of Fixed Index Annuities Buying only for contractual guarantees Why some agents oversell Index Annuities Understanding contractual guarantees Key Takeaways: Fixed Index Annuities are designed for principal protection and lifetime income, not market growth. Buy annuities only for contractual gu…

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Steve Parrish: Why QLACs Will Rival Roth IRA Popularity 26:22

19d ago26:22

26:22

In this episode, The Annuity Man and Steve Parrish discuss: What are QLACs? Transferring longevity risks Creating a secure income floor in retirement How annuities are priced Key Takeaways: QLACs (Qualified Longevity Annuity Contracts) are a pro-consumer annuity product that allows transferring longevity risk by using IRA assets for lifetime income…

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243 - Mike Odor and Branislav Nikolic on Making Sense of FIA Allocations 41:27

23d ago41:27

41:27

Today, Mike Odor, Head of Annuity Sales at Midland National Life Insurance Company and Branislav Nikolic, Managing Director, Head of Insurance at The Index Standard join us to talk about a new approach to guiding agents on how to think about recommending FIA index strategy allocations. They share insights on how the Index Standard is helping to str…

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Avoiding Common Pitfalls With Annuity Purchases: Shootin’ It Straight With Stan 8:00

25d ago8:00

8:00

In this episode, The Annuity Man discussed: Focusing on contractual guarantees What annuities solve for Common annuity pitch traps Key Takeaways: Avoid non-guaranteed hypotheticals and focus on contractual guarantees when considering annuities. Buy annuities for specific needs like principal protection, income, long-term care, or legacy, not for ma…

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242 - Sheryl J. Moore on the Future of Annuity Innovation 34:05

30d ago34:05

34:05

Join host Paul Tyler and annuity professional Sheryl J. Moore for an illuminating discussion on the transformation of the annuity market. From innovative product design to illustration challenges, Moore shares invaluable insights on making annuities more accessible to consumers. With co-hosts Tisa Rabun-Marshall and Bruno Caron. Chapters: 0:00 - In…

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Fixed Annuities Explained: Which One Is Right for You?: Shootin’ It Straight With Stan 10:29

1M ago10:29

10:29

In this episode, The Annuity Man discussed: Transferring risk through annuities The annuity PILL Annuities are for guarantees and not growth Key Takeaways: Fixed Annuities provide lifetime income by transferring longevity risk to insurance companies. They offer over 40 different structures, such as life/joint life with cash/installment refund. Buy …

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Jack Lenenberg: New LTC Product to Disrupt the Industry 37:41

1M ago37:41

37:41

In this episode, The Annuity Man and Jack Lenenberg discuss: Annuities and long-term care The three primary types of long-term care coverage Tailored long-term care Planning for the future Key Takeaways: Annuities provide principal protection, lifetime income, legacy planning, and long-term care coverage for uninsurable individuals. Long-term care …

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241 - Lesley Mann and David Macchia on Redefining Retirement Security 42:33

1M ago42:33

42:33

In this enlightening episode, GBU Life's Chief Marketing Officer Lesley Mann and Wealth2K founder David Macchia discuss innovative approaches to retirement planning. They introduce the concept of a "defined benefit investor" and explore how new annuity products can provide guaranteed income for younger generations. The conversation delves into the …

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The Annuity Truth About Bonuses, Rates, Caps & Spreads: Shootin’ It Straight With Stan 12:22

1M ago12:22

12:22

In this episode, The Annuity Man discussed: Annuity marketing gimmicks The complexity of Indexed Annuities What annuities are for Key Takeaways: Bonuses for annuities are marketing gimmicks and provide no real value. Contractual guarantees are the most important aspect of annuities. Indexed annuities are complex products with components like caps, …

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Annuity Tips: The Annuity Man’s Index Annuity Strategies: Shootin’ It Straight With Stan 8:35

2M ago8:35

8:35

In this episode, The Annuity Man discussed: How to use Indexed Annuities efficiently The two sides of an indexed annuity Focusing on what annuities really do Key Takeaways: Indexed Annuities can be used as an efficient delivery system for Income Riders, which provides guaranteed lifetime income. There are two sides to an Indexed Annuity: the accumu…

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Pam Krueger: The Best Wealthramp on How to Roll Your 401K or IRA 32:38

2M ago32:38

32:38

In this episode, The Annuity Man and Pam Krueger discuss: Finding fiduciary financial advisors Customizing an annuity according to your goal Rejecting pushy pitches from agents Avoiding costly mistakes through education Key Takeaways: Seek independent, fee-only, fiduciary advisors focused solely on your interests, not commissions or product sales. …

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240 - Jan Buchsbaum and Speeding Annuities to Market 43:43

2M ago43:43

43:43

Summary In this episode of That Annuity Show, Paul Tyler introduces a new chapter for the podcast, featuring co-hosts Tisa Rabun-Marshall, Bruno Caron, and Michael Celi, Chief Product Officer for Zinnia. The discussion revolves around the evolution of the insurance industry, particularly focusing on product design, innovation, and the importance of…

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Annuity Strategies Across the Political Spectrum: Shootin’ It Straight With Stan 9:47

2M ago9:47

9:47

In this episode, The Annuity Man discussed: Pragmatic approach to financial planning How annuities are primarily priced Four primary benefits of annuities Closing the gap with annuities Key Takeaways: Prepare for either party leadership scenarios to ensure financial stability. Approach financial planning with a pragmatic mindset, always employing t…

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Retire From Both Work & the Markets: Shootin' It Straight with Stan (TAM Classic) 8:00

2M ago8:00

8:00

In this episode, The Annuity Man discussed: How different your life could be with more money Retiring from work and the markets Investing safely and smartly Living off of guarantees Key Takeaways: People in the news and most financial advisors will tell you always to keep money in the markets, but you have to ask yourself this: will more money make…

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Stan The Annuity Man: Annuities and the Election 34:15

2M ago34:15

34:15

In this episode, The Annuity Man discussed: Ensuring a stable retirement regardless of politics How annuities are priced Planning for political uncertainty Tailoring annuities to your financial goals Key Takeaways: Annuities provide a guaranteed income floor regardless of political outcomes. Take emotions out of financial decisions, and focus on bu…

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239 - Improving Customer Experience to Grow Annuity Sales 48:17

2M ago48:17

48:17

In this episode of The Annuity Show, Paul Tyler, Ramsey Smith, and Tisa Rabun-Marshall interview Justin Wee and Jayant Walia from Gainbridge Insurance, A Group 1001 Company. They discuss the innovative approach of Gainbridge, a financial collective of companies focused on insurance products. Gainbridge aims to reach underserved markets, particularl…

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Annuity Income: Return OF or ON Your Money?: Shootin' It Straight With Stan (TAM Classic) 12:44

2M ago12:44

12:44

In this episode, The Annuity Man discussed: Lifetime income and principal protection Return of your money Peeling of the interest to solve income needs Key Takeaways: Annuities aren’t only for lifetime income, some products just protect the principal like a MYGA or a Fixed Annuity. With lifetime income, annuity companies are on the hook to pay a re…

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Is It a Good Time to Buy an Annuity?: Shootin' It Straight With Stan (TAM Classic) 8:13

2M ago8:13

8:13

In this episode, The Annuity Man discussed: When is it a good time to buy an annuity? Are annuities for market growth? Annuity sales tactics to be wary of Key Takeaways: Annuities aren’t for everybody. If you need to transfer risk, need contractual guarantees, or solve for principal protection, income for life, legacy, or long-term care, then it’s …

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Terry Savage: Chicken Money Is Still Tasty 34:46

3M ago34:46

34:46

In this episode, The Annuity Man and Terry Savage discuss: What is “chicken money”? Considering future crises in your financial plan Seeking trusted advisors Building an income floor Key Takeaways: Your “chicken money” is money that you can’t afford to lose. CDs, treasury bills, money markets, AAA municipal bonds, and MYGAs are suitable options. MY…

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238 - Is The AI Industry In A Bubble with David Czerniecki 19:10

3M ago19:10

19:10

In this episode, Paul Tyler interviews David Czerniecki, Nassau's Chief Investment Officer, and discusses the impact of interest rates, AI, presidential elections, and global conflicts on the insurance industry and the global economy. They talk about the expectations of interest rate cuts by the Fed and the implications for the insurance industry. …

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3 Years in or 3 Years Out for MYGAs and CDs: Shootin' It Straight With Stan (TAM Classic) 12:46

3M ago12:46

12:46

In this episode, The Annuity Man discussed: Locking in for three years and over The top three safest money When to go for CDs and treasuries Key Takeaways: Ask yourself how long you want to lock the money in for. MYGAs provide the highest contractual guarantee if it’s three years and over compared to CDs and treasuries. The safest money out of all …

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Lifetime or Interest Income?: Shootin' It Straight With Stan (TAM Classic) 10:51

3M ago10:51

10:51

In this episode, The Annuity Man discussed: The right product for the right situation What is lifetime income? Income from interest Key Takeaways: An agent selling an annuity product as a one-size-fits-all product is like a doctor prescribing one medication for everyone. There is a right product for the right circumstance, and if a person doesn’t n…

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Stan The Annuity Man: The Annuity Man Predictions for 2024 (TAM Classic) 25:45

3M ago25:45

25:45

In this episode, The Annuity Man discussed: Planning with simplicity Annuity products overview Consumer-focused future of annuities Tuning out the noise Key Takeaways: Lifetime income is priced primarily on your life expectancy and interest rates play a secondary role in pricing. Shop all carriers for the highest contractual guarantee, don’t gamble…

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237 - The Future of Retiretech With Michael Kalen 22:14

3M ago22:14

22:14

In this episode of That Annuity Show, the hosts discuss the latest headlines in Retiretech and interview Michael Kalen, the CEO of Covr. They explore the impact of technology on retirement planning, the role of annuities in financial planning, and the changing landscape of the industry. They also touch on the influence of regulation and the potenti…

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Start Acting Annuity Rich (Wear a Suit!): Shootin’ It Straight With Stan (TAM Classic) 9:27

3M ago9:27

9:27

In this episode, The Annuity Man discussed: Acknowledging your wealth The scars of scarcity Should you be worried about inflation Setting up contractual guarantees Key Takeaways: Be rational about the wealth that you have. Don’t say you’re not rich if you are not one of the 40% of Americans today who have $400 to their name and are struggling. Ackn…

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236 - Finding Success In Worksite Marketing With The OneKonnect Team 33:35

3M ago33:35

33:35

In this episode of That Annuity Show, the discussion revolves around the evolving landscape of workplace marketing for brokers, producers, and advisors in the insurance industry. The guests, Ash Rofail, Yuval Sternshos, and David Cohen, the management team of OneKonnect, discuss the role of technology, data, and AI in improving the user experience,…

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Automate Your Income: Shootin' It Straight With Stan 10:22

3M ago10:22

10:22

In this episode, The Annuity Man discussed: Automating your income Establishing an automated income stream Reverse-engineering your income goal Key Takeaways: Automating your income is about creating more income floor to add to your lifetime income stream with Social Security which increases with inflation. This is where annuities come into play si…

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Sheryl Garrett: Financial Planning On YOUR Terms 45:00

3M ago45:00

45:00

In this episode, The Annuity Man and Sheryl Garrett discuss: The role of a financial planner How the industry should be Hiring the right planner Being aggressive with cash flow Key Takeaways: Many personal, financial, economic, and psychological things are coming together all at once. The planner’s role is to help clients see through all of that an…

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235 - Why I Bought Fixed Annuities With Sheryl J. Moore 39:31

4M ago39:31

39:31

In this episode of That Annuity Show, hosts Paul Tyler, Ramsey Smith, and Bruno Caron interview Sheryl J. Moore, Chief Storyteller of Wink, Inc. and author of a new book on indexed annuities. The discussion covers various aspects of the annuity industry, including product complexity, consumer education, and common misconceptions about annuities. Sh…

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The Older You Are, the Higher the Annuity Payment: Shootin' It Straight With Stan (TAM Classic) 11:15

4M ago11:15

11:15

In this episode, The Annuity Man discussed: Claiming your social security You can’t time annuities Three phases of retirement Key Takeaways: Social security payments get higher if you wait until 70 because you’re older which means that your life expectancy is less, meaning that there are fewer projected payments. Fewer payments mean that those paym…

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234 - A Fresh Perspective On Retirement Solutions With Arun Muralidhar 55:01

4M ago55:01

55:01

In this episode of That Annuity Show, the hosts are joined by Arun Muralidhar, an expert in retirement security. Arun shares his journey and insights into the retirement industry, including his fight against the privatization of pensions and the need for guaranteed retirement income. He introduces the concept of Selfies (Standard of Living, Indexed…

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Increase Your Annuity Income Floor As You Age: Shootin' It Straight With Stan (TAM Classic) 11:17

4M ago11:17

11:17

In this episode, The Annuity Man discussed: Creating a solid income floor for retirement Considering your income Many ways to create income Key Takeaways: Going into chapter two of your life, you have to do your own thing. Stop keeping score. You’ve already won the game, you already have enough money, so why are you still playing? It’s important to…

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Rick Ferri: Core-4 Portfolios for Simplistic Success (TAM Classic) 38:54

4M ago38:54

38:54

In this episode, The Annuity Man and Rick Ferri discuss: Outperforming 90% of investors Developing a simple portfolio Five ways to improve your portfolio Facing the risks Key Takeaways: Investing is not as difficult as others would have you believe. The best way to invest is to keep things simple; the fewer moving parts, the better. Develop a simpl…

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