That Annuity Show

It's hard to escape a news show, magazine or newspaper without reading about AI these days. How will it affect our business? That's what we explore today with David Macchia, CEO and Founder of Wealth2K. Learn more: Gain additional industry insight:  

As the market heads into its final quarter, we thought you would enjoy hearing Tamiko Toland's take on trends in 2023. In this episode, we talk about the 401(k) market, retail annuities, and the consulting firm that Tamiko is building next.

Our world is filled with risks today. At a personal level, we've spent a lot of time talking about risks in managing retirement. Today, we explore how those risks overlap with those of carriers with Tamara Burden, Deputy Chief Risk Officer of National Life Group.

David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us today to talk about the economy. In this episode, we cover a cooling economy in China, an improving outlook for our supply chain, a steadying job market, and the current cost of climate change.  

Leads really are the lifeblood of many retirement practices. However, changes in regulation both in the annuity and Medicare space may put an end to the market for leads as many agents know it. Danny Greeson and Josh Solomon from Introz join us today to talk about the changes agents will need to make in the future to find new clients. Links mentioned in the show: https://introz.com

What's changed in our business? What hasn't? Today, we have a great conversation with industry veteran Scott Stolz, Managing Director of iCapital. Links mentioned in the show: https://www.linkedin.com/in/scott-stolz-cfp-ricp-64a0102/ https://icapital.com/

Most retirement plans start with Social Security. However, very few people actually understand how their payment is determined or what their check could be. Jeff Quigley, Vice President at LifeYield joins us today to discuss his mission to change this and how his company is actually doing it. Links mentioned in the show: https://www.lifeyield.com/

In the retirement industry, we're living through a lot of change. Who could be better to help us put the challenges in perspective than Jim Kerley, Managing Partner at Clearview Partners. Jim has played a leading role at startups, at carriers, and at industry associations over the years. Listen today to get great insight into what might happen next.  Links mentioned in the show: https://www.linkedin.com/in/jimkerley/

Have we gotten any smarter about retirement and annuities since 2008? That was the year in which today's guest Kerry Pechter, first released his book, "Annuities For Dummies". Kerry joins us to talk about his new version that the series just released in 2023. As it turns out a lot has happened in the world of annuities over the past 15 years. However, people are still asking some of the same basic retirement planning questions as Kerry explains. Links mentioned in the show: https://www.dummies.com/article/business-careers-money/personal-finance/insurance/annuities/annuities-for-dummies-cheat-sheet-208928/ 

Emerging augmented reality and virtual reality technology present an interesting opportunity to create memorable experiences for clients. Panos Leledakis, President & CEO at IFA  Academy joins us today to talk about his insurance practice and how new technology has driven growth in his business across two continents. Links mentioned in the show:   https://www.linkedin.com/in/panos-leledakis/

The insurance industry has a tortured relationship with leads - we desperately need them but seem to rarely like what we receive. Maybe the problem isn't really about the lead, but rather about understanding the actual intent of the prospect. Today, Jay Wolff, Chief Revenue Officer of Kerv.AI talks about his company's solution to the problems that applies AI and dynamic QR codes to video on television and on the web to collapse our sales funnel and potentially change our conversion economics. Links mentioned on the show: https://kervit.com

It's not often that people create new products that aren't annuities to increase late-in-life income for seniors. It's even rarer to design one intended to complement the sale of traditional annuities. Today, we'll explore one new company working to offer precisely that. It's called Savvly and we have Dario Fusato, the CEO to explain exactly how the product works. Links mentioned in the show: https://www.savvly.com/

David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us again this quarter to provide his assessment of market trends and the overall economic outlook.

Two weeks ago, the Alliance for Lifetime Income held a summit in Washington D.C. for its members. Ramsey Smith and our guest today, David Macchia participated in the panel discussions. They give us a recap of the event and the insights they gleaned from the two days there.

How do you explain the turmoil in the financial markets to your clients? Today, we're replaying a presentation that David Czerniecki, Chief Investment Officer for Nassau Financial Group recently gave to some of our top independent producers. Joe Jordan joins us as guest host introducing the topic. To see the slides, watch the video version of this on our website.

Earlier this year, we hosted our second innovation in retirement event called Retiretech 2.0. Scott Hawkins, Managing Director and Head of insurance research at Conning delivered a keynote address on macro trends driving the annuity market today. We play his presentation on this show today.

With the passage of the SECURE Act 1.0 and 2.0, agents and advisors have a greater opportunity than ever before to help individuals navigate the complexities of their 401(k) plan. Today on our show, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, discusses these opportunities and the requirements to enter this space. Links mentioned in the show: https://www.linkedin.com/in/bonnietreichel/ https://endeavor-retirement.com/

Returning guest Barbara Matthews, Founder and CEO of BCMStrategy, Inc joins us for a timely discussion of public financial policy and the ability of machine learning to separate signal from noise. We cover crypto-currency intermediation, SVB, interest rates, COVID subsidies and the early insight that her machine learning model provides.  Links mentioned in the show: https://www.linkedin.com/in/barbaracmatthews/ https://measuringpolicyvolatility.substack.com/ https://www.bcmstrategy2.com/

Volatility seems to be the word of the day. Volatility in fuel prices. Volatility in the market. And of course, volatility in interest rates. David Czerniecki, the Chief Investment Officer of Nassau Financial Group joins our show today. He discusses current events and explains the difference in risk profiles between banks and insurance companies.

Sometimes very basic questions can be hard to answer when it comes to annuities. One example - How much exposure does a specific vol-controlled index actually have to the market? Josh Mellberg joins us today to show how to use simple match to estimate relative exposure across different indices at one given point in time. The question may become more common as clients looks for ways to make up for declines in 2022. Links mentioned in the show: White Paper View only Link:  Risk Control Calculator: