May 7, 2024
Steve Parrish: Rational and Phased Retirement Planning (TAM Classic)
Retirement is not just an event, it’s a change in life. Think of the behavioral and emotional aspects of it, not just the money. But when it comes to money, keep these three things in mind: your social security, medicare, and your benefit pension plan.
May 7, 2024
Steve Parrish: Rational and Phased Retirement Planning (TAM Classic)
Retirement is not just an event, it’s a change in life. Think of the behavioral and emotional aspects of it, not just the money. But when it comes to money, keep these three things in mind: your social security, medicare, and your benefit pension plan.
December 5, 2023
Moshe Milevsky: Learning from History with Annuities
When you have a product that is meant to help people that are eventually going to cognitively decline, there's a higher burden of care there because you got to make sure that they understand what they're buying and they continue to understand what they're buying.
October 10, 2023
Stan The Annuity Man: The Only Thing Complex About Annuities Are the Sales Pitches
This is a simple, simple industry with simple, simple solutions. The people that are making it complex are the agents and advisors selling the products in a complex way, instead of stripping it down to the basics.
September 26, 2023
Bill Black: Life Insurance Facts You Need to Know Now
Bill Black is the President of W.H. Black and Company and has been in the pension administration business for over 40 years. He is also responsible for the marketing efforts of PensionSpecialist.net – a full-service pension administration company that helps advisors nationally with the sale and administration of qualified pension plans.