That Annuity Show

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At Nassau, we help insurance producers keep in the know by connecting them to industry thought leaders who discuss the latest trends and challenges. Listen and subscribe to this podcast for insightful discussions on relevant industry topics that can help you have more engaging discussions with clients.

This Week's Episode

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Recent Guest Speakers

Moshe A. Milevsky, finance professor at the Schulich School of Business

Moshe A. Milevsky

Challenging Retirement
Planning Assumptions

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Matt Carey, Co-Founder and CEO of Blueprint Income

Matt Carey

Annuities Are Sold Not Bought
And Other Debunked Myths

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George Castineiras - Brewer Lane

George Castineiras

Emerging Innovation in Annuities

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Sara Grillo CFA

Sara Grillo

Stop Barfing Meaningless Cliches on Your Prospects

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Sheryl Moore Wink

Sheryl Moore

Sales May Be Down, But The Annuity Industry Will Bounce Back

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Bruno Caron AM Best Company

Bruno Caron

The Future Of Annuities and the Fate Of Our Industry

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Don Graves HECM Advisors Group

Don Graves

Using Homes to Create Income in Retirement

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Blair Baldwin AgeUp

Blair Baldwin

Building Income Protection Beyond Age 90 with AgeUp

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Joe Jordan

Joe Jordan

Finding hope, simplicity and stability with Joe Jordan

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Wade Pfau Retirement Researcher

Wade Pfau

Scrap the 4% Rule - Wade Pfau Says To Use 2.2%

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Norm Trainor Covenant Group

Norm Trainor

Rethinking Work And Life With Norm Trainor

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Michelle Richter Millliman

Michelle Richter

How Will The Annuity Landscape Change This Year with Michelle Richter

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Faisa Stafford Life Happens

Faisa Stafford

Life Happens - And Really Matters in 2020

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Cathy Dewitt Dunn

Cathy Dewitt Dunn

Building a Modern Annuity Business with Cathy Dewitt Dunn

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Sheila Jelinek and Suzanne Norman Milliman

Sheila Jelinek and Suzanne Norman

The Case for More Female Advisors

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Kerry H. Pechter Retirement Income Journal

Kerry H. Pechter

Change Is Not New In The Annuity Industry

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Adam Holt Asset-Map

Adam Holt

Helping Clients Navigate Chaos While Creating New Value For Your Practice

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Mary Beth Franklin Editor and InvestmentNews

Mary Beth Franklin

Could COVID-19 Stress The Social Security System?

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For producer use only. Not for use in solicitation or advertising to the public.

This information is provided by Nassau for educational purposes only. It is not individualized to address any specific financial objective and is not intended as investment, legal or financial advice. Any links or references to third party information or websites is for informational purposes only. Nassau has no control over such third party information or websites, is not responsible for their availability or accuracy, and does not endorse and is not responsible or liable for any content, advertising, products, or other materials on or available from them. Your access to or use of such sites or resources is at your sole risk.

Guarantees are based on the claims-paying ability of the issuing company. Product features and availability may vary by state. Annuities are issued by Nassau Life and Annuity Company (Hartford, CT). In California, Nassau Life and Annuity Company does business as “Nassau Life and Annuity Insurance Company.” Nassau Life and Annuity Company is not authorized to do business in ME, and NY, but that is subject to change. In New York, annuities are issued by Nassau Life Insurance Company (East Greenbush, NY). Nassau Life and Annuity Company and Nassau Life Insurance Company are subsidiaries of Nassau Financial Group. The insurers are separate entities and each is responsible only for its own financial condition and contractual obligations.

Insurance Products: Not FDIC or NCUAA Insured, No Bank or Credit Union Guarantee.

BPD 40334 02/23