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Paul Feldman
March 1, 2025

Is the ‘Age Wave’ a retirement tsunami? — With Ken Dychtwald

‘Age Wave’ think tank founder Ken Dychtwald discusses the implications of aging, health and financial wellness

September 1, 2023

Solving the retirement planning puzzle — With Todd Taylor

Todd Taylor, head of New York Life’s retail annuities, calls retirement the most challenging “financial planning puzzle” consumers face. Understanding consumer behavior, he says, is key to solving that puzzle.

July 25, 2023
Image of Chris Conroy with the title: "Annuity product trends, sales innovation and advisor opportunities."

Annuity product trends, sales innovation and advisor opportunities

Chris Conroy of Insurance Agency Marketing Services, Inc., discusses new annuity products, product trends, and his views on regulation.

July 24, 2023
Image of Igor Zamkovski with the headline "Driving Better Portfolio Outcomes with Annuities."

Driving better portfolio outcomes with annuities

Publisher Paul Feldman interviews BlackRock’s Igor Zamkovsky about role annuities can play providing guaranteed income during retirement.

July 24, 2023
Image of Chuck DiVencenzo, with the words: "The 2023 State of the Fixed Annuity Industry in 2023"

NAFA CEO talks about 2023 state of the fixed annuity industry

Chuck DiVencenzo, NAFA CEO, discusses potential regulation, retirement trends and fixed annuity sales in 2023.

July 24, 2023
Photo of Nathan Gemmiti with the title: "How we launded a new brand and respected annuity company." Ibexis: A vision and product strategy for success.

Ibexis: A vision and product strategy for success

Nate Gemmiti, CEO of Ibexis, discusses what it takes to create a new brand, launch products, and become an industry leader.

July 23, 2023
Photo of Paul Garofoli with the title: Rethinking Estate Planning; Letters of Love." Letters of Love: Rethinking estate planning.

Letters of Love: Rethinking estate planning

Paul Garofoli, regional vice president at the Standard, discusses annuities, estate planning and using “letters from heaven,” which every agent and advisor should incorporate into their practice. 

July 23, 2023
Photo of Wayne Chopus with the title "Annuity regulation, threats and the opportunities within."

Annuity regulation, threats, and the opportunities within

Wayne Chopus, president & CEO, Insured Retirement Institute, discusses the state of the industry and regulatory issues.

July 22, 2023
Photo of Tyrone Clark, with the title: "Today's Best Annuity Marketing Strategies for Advisors." Marketing tips for advisors: How to fill your calendar and sell annuities.

Marketing tips for advisors: How to fill your calendar and sell annuities

Tyrone Clark talks talks about the successful tactics needed to position your practice and cut marketing costs while selling more annuities.

July 18, 2022
Equity pain may be yet to come, say analysts.

Equity pain may be yet to come, Cerulli reports

“If the bond markets are a leading indicator, it may be that the pain has not yet hit equity funds, and elevated levels of selling are just around the corner,” according to Cerulli’s monthly report.

Why Health Savings Accounts may be a better retirement plan than a Roth IRA

June 30, 2022

Since Congress authorized the Roth account as a savings option in 1998, it has demonstrated the potential for massive tax benefits. A Roth account, like all IRAs and 401(k) plans, includes a tax deferral benefit – meaning that as long as money stays within the account and is not withdrawn, an investor is not obligated to pay annual taxes.

3 ways to add value to the retirement plans you serve

June 15, 2022

Managing 401(k) and other retirement plans allows you to own the entire financial relationship with your business owner clients and are a great additional revenue stream, since participants are adding money consistently with each paycheck.

June 1, 2022

Don’t Worry; Retire Happy – With Moshe Milevsky

Moshe Milevsky discusses why annuities are the key to “pensionizing” a nest egg and planning for a worry-free retirement.

June 1, 2022

Inflation May Push Insurers To PE Investments, Survey Shows

Insurers believe inflation will be around for two to five years, eventually tamed by rising interest rates.

3 Questions To Consider When Selecting Target Date Funds

May 18, 2022

As financial planners, we know it can sometimes be difficult to encourage individuals to save money for their future especially those in low-income minority communities. Once individuals decide to take the right steps towards saving, we’re then tasked with the more complex topic: investment choices.

Is Your Client Being Fairly Compensated? It Might Be Time To Ask

May 4, 2022

For all the emphasis and excitement over helping clients efficiently accumulate assets and accomplish their goals, it’s quite often that how the client makes a living goes into the financial plan as a “snuck premise,” a sort of status quo fact that simply underlines the cash flow projections of the financial plan.

3 Podcasts Every DEI Ally Should Follow

April 29, 2022

Being an ally and supporter of your diverse staff, colleagues and friends within our industry involves intentionality, vulnerability and the quest for lifelong learning. These three podcasts are excellent places to keep in touch with the latest DEI issues and developments.

Are You Being Too Conservative with Your CMA?

April 20, 2022

As financial planners, we must scrutinize every data point our clients provide. Are they maxing out their 401(k)? Will their estate plan be properly executed? Do they have the proper insurance? How do we project investment returns in the future given their risk appetite? The last question is arguably one of the most important questions an advisor must consider.

Finding Your Financial Planning Home Via Study Or Mastermind Groups

March 9, 2022

In an industry that is always changing and evolving, such as financial planning, it is imperative to find your community for education, support and collaboration. It is not uncommon to feel alone, especially if you work for a small firm.

Business Owners Are No Longer A Client Niche For Advisors

February 23, 2022

Even prior to the onset of the pandemic two years ago, a major trend had been emerging which transcends all demographics. It is the side hustle, and the economic upheaval brought on by the pandemic has only expanded its prevalence.

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