Helping independent agents be successful in explaining the benefits of annuities.

Joined February 2019
338 Photos and videos
In part 2 of 2 Michelle Richter lays out her proposal for revamping the web of state and federals rules and laws to make in-plan annuities a vibrant market in the future. Thanks to our sponsor, The Index Standard! Listen here: thatannuityshow.com/2022/12/… #thatannuityshow
EPISODE 172 - Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain - 1 of 2 Thanks to our sponsor, The Index Standard! Listen here: thatannuityshow.com/2022/12/…
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Fraser Stark, President of the Longevity Retirement Platform for Purpose Financial joins us to talk about his company's novel product. Watch/listen here: thatannuityshow.com/2022/11/… Thanks to our sponsor, The Index Standard! #retirement #thatannuityshow #annuities
NEW Episode 169: Should Interest Rate Changes Rewrite Retirement Product Recommendations with Dave Blanchett and Michael Finke Tune in: thatannuityshow.com/2022/11/… #thatannuityshow #retirement #interestrates
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Today, we explore the challenges and opportunities of creating income protection inside 401(k) plans with Matthew Wolniewicz, President at Income America. Tune in here: lnkd.in/e8iSkzZc Thanks to our sponsor, The Index Standard! #thatannuityshow #annuities #retirement
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NEW Answering Social Security Questions in Today's Environment with Martha Shedden out now! Listen here: thatannuityshow.com/2022/10/… Thanks to our sponsor, The Index Standard! #socialsecurity #thatannuityshow #annuities
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Debra Jasper, founder and CEO of Mindset Digital walks us through best practices to build a great online profile. thatannuityshow.com/2020/11/… #thatannuityshow #socialmedia
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NEW That Annuity Show Podcast Release! Episode 166: Keeping Annuity Regulations Rational with Kim O'Brien. Tune in! thatannuityshow.com/2022/10/… #thatannuityshow #regulation #annuities
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NEW That Annuity Show Podcast Release! Episode 165: How I Built this Practice from Facebook with Andy Panko. Tune in! thatannuityshow.com/2022/09/… #thatannuityshow #technology #socialmedia #businessgrowth
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NEW That Annuity Show Podcast Release! Episode 164: You Can't Solve Risk By Adding More Risk with David Macchia. Tune in! nfg.link/3SvdAdy #risk #annuities #retirementplanning #retirement #thatannuityshow
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That Annuity Show retweeted
Tune in for @ThatAnnuityShow Ep 61: Product Innovation in The Future, a panel from the recent #Retiretech Forum, moderated by our newest co-host, @BrunoCa61458284 & hosted by @NReimagine Don’t miss it! thatannuityshow.com/2022/08/… #productinnovation #insurtech #fintech #retiretech
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That Annuity Show retweeted
NEW @ThatAnnuityShow Podcast, Episode 160: Insurance to Help Caregivers with Tom Beauregard Tune in! thatannuityshow.com/2022/08/… #LTC #longertermcare #insurance #caregiveres #retirement #retirementplanning
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NEW That Annuity Show Podcast Release! Episode 158: Climbing Down The Financial Mountain With David Rosell. Tune in! thatannuityshow.com/2022/07/… #retirementplanning #financialplanning #retirement #assetaccumulation #retirement
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We hope you have a safe and happy 4th of July!
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NEW That Annuity Show Podcast Episode #154: Disclosing Advisor Compensation with Sara Grillo and Scott Salaske thatannuityshow.com/2022/06/… #commission #annuities #retirementplanning #advisoreducation #Indexing #compensation
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That Annuity Show retweeted
Should all leads be dealt with in the same way? Listen to Danny Greeson's answer here: nfg.link/3NomO8u #healthcare #innovation #medicarians
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That Annuity Show retweeted
Kate Aprile discusses one interesting method that has the ability to increase conversion rates substantially. Full episode: nfg.link/3NomO8u #innovation #healthcare #medicarians
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How to match the right #retirement income strategy to the client’s retirement income style was discussed by @WadePfau professor of #retirementincome// @TheAmerCol @alexmurguia1 CEO//RISA, during a recent webinar by the @NAFAUSA thatannuityshow.com/2022/06/… on @InsNewsNet
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