That Annuity Show
Nassau Financial Group
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 listen with some idea that will make your next client meeting run better.
...more
All episodes
Best episodes
Top 10 That Annuity Show Episodes
Best episodes ranked by Goodpods Users most listened
052 Using Homes to Create Income in Retirement With Don Graves
That Annuity Show
06/26/20 • 39 min
Don Graves, Principal of HECM Advisors Group, joins us today to discuss how both annuities and reverse mortgages can create more opportunities for retirement. Sponsored Message: head to to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living past the ripe age of 90. Connect with Don Graves: Website: Email: [email protected] Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
06/26/20 • 39 min
051 Building Income Protection Beyond Age 90 with Blair Baldwin
That Annuity Show
06/19/20 • 29 min
Blair Baldwin, Founder and General Manager of AgeUp, introduces us to his company's first annuity just recently released to the public. It effectively allows a person to contribute a small amount of money each month to create meaningful income protection in very late retirement - from age 91 to 100. Sponsored Message: head to to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living past the ripe age of 90. Connect with Blair Baldwin: Website: Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
06/19/20 • 29 min
050 Building a Modern Annuity Business with Cathy Dewitt Dunn
That Annuity Show
06/12/20 • 28 min
Today, we talk strategies, trends and client needs with Cathy DeWitt Dunn, a pioneer in the digital advice arena. Connect with Cathy DeWitt Dunn: Website: Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
06/12/20 • 28 min
049 Life Happens - And Really Matters in 2020 With Faisa Stafford
That Annuity Show
06/05/20 • 31 min
Faisa Stafford, President and CEO of Life Happens joins us today to discuss the rise in awareness of the need for insurance in 2020. She talks about the stories, outreach, and the future projects designed to motivate people to protect their families and their retirement. Connect with Faisa Stafford: Website: Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
06/05/20 • 31 min
05/29/20 • 29 min
Michelle Richter, Managing Director of Retirement Enhancement Solutions at Milliman, joins us to share her insight on changes in product, distribution, and the consumer market. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
05/29/20 • 29 min
047 Finding hope, simplicity and stability with Joe Jordan
That Annuity Show
05/22/20 • 30 min
Industry legend Joe Jordan joins us today to talk about surviving and thriving through the current pandemic. Now is the time for agents and advisors to truly live a life of significance. Connect with Joe Jordan: Website: Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
05/22/20 • 30 min
046 Rethinking Work And Life With Norm Trainor
That Annuity Show
05/15/20 • 36 min
Norm Trainor, founder and CEO of the Covenant Group joins us today to impart both some wisdom and advice on how to move your practice forward during the COVID-19 crisis and beyond. Connect with Norm Trainor: Website: Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
05/15/20 • 36 min
045 Adapting to Disruption and Other Lessons from Emerging Markets With Angus Shillington
That Annuity Show
05/08/20 • 34 min
Angus Shillington, a long-time emerging markets equity expert, joins us to talk about disruption in markets by technology and external catalytic events. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
05/08/20 • 34 min
044 Scrap the 4% Rule - Wade Pfau Says To Use 2.2%
That Annuity Show
05/01/20 • 35 min
Wade Pfau, the founder of Retirement Researcher and the Professor of Retirement Income at , joins us today. We discuss the problems with using a 4% as a safe rule for withdrawal planning in retirement. We also explore why annuities work better than bonds in creating higher levels of predictable income in retirement. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
05/01/20 • 35 min
07/03/20 • 35 min
Bruno Caron, Senior Financial Analyst at AM Best Company, shared with us his unique perspective on product design and the health of our industry. Bruno is an actuary with more than a decade of experience spanning various sectors of the life and annuity industry: consulting, life insurance company, start-up company, sell-side equity research and credit rating. Sponsored Message: head to to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living past the ripe age of 90. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
07/03/20 • 35 min
Show more
Show more
FAQ
How many episodes does That Annuity Show have?
That Annuity Show currently has 211 episodes available.
What topics does That Annuity Show cover?
The podcast is about Retirement, Investing, Income, Investment, Podcasts, Education and Business.
What is the most popular episode on That Annuity Show?
The episode title '052 Using Homes to Create Income in Retirement With Don Graves' is the most popular.
What is the average episode length on That Annuity Show?
The average episode length on That Annuity Show is 37 minutes.
How often are episodes of That Annuity Show released?
Episodes of That Annuity Show are typically released every 7 days.
When was the first episode of That Annuity Show?
The first episode of That Annuity Show was released on Feb 25, 2019.
Show more FAQ
Show more FAQ
Comments
0.0
out of 5
No ratings yet