
That Annuity Show
Zongo Le Dozo
Description
We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. However, the products can be very complicated. And discussing tough topics about retirement lifestyle can be tricky. At the same time, we work in a highly regulated industry. We frequently sell our products to seniors. And the laws seem to change all the time. How do we effectively build our practice and remain compliant with all rules? You should walk away each time you listen with some idea that will make your next client meeting run better. Please give us feedback as we go. We want to make your important job just a little bit easier each day.
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Episodes (184)
204 - Trends With Traction In The Annuity Market with Tamiko Toland
203 - Risks That Matter to Companies And Individuals with Tamara Burden
202 - Quarterly Economic Outlook with David Czerniecki
201 - The End of Leads As We Know Them With Danny Greeson
200 - Playing The Long Game in The Retirement Industry With Scott Stolz
199 - Making Social Security Conversations Easier With Jeff Quigley
198 - State of the State of the Retirement Industry With Jim Kerley
197 - Annuities for Dummies With Kerry Pechter
196 - Creating New Experiences and Clients in the Metaverse with Panos Leledakis
195: Using AI & QR Codes to Collapse Lead Funnels With Jay Wolff