Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
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Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
Not your Grandma's Annuities: Insights from Annuity Rockstar Sheryl Moore
A Woman's Clarity®
39 minutes 34 seconds
1 year ago
Not your Grandma's Annuities: Insights from Annuity Rockstar Sheryl Moore
Learn about the evolution of annuities from the "Annuity Rockstar" herself — Sheryl Moore, founder, creator, & CEO of Wink, Inc. and Moore Market Intelligence. Join Kirsten Schlumbohm, VP Head of Annuity Sales at C2P, as she interviews Sheryl, who draws from her trailblazing career in competitive intelligence to reveal how annuities transformed from restrictive policies in ‘grandma’s’ day into flexible retirement income vehicles for many today. Sheryl also dispels outdated myths, discusses how to navigate the new DOL fiduciary rules, and providers predictions on taxation and portability trends. Don't miss these annuity insights and more from one of the industry's most respected thought leaders. Resources:* Wink, Inc. Life Insurance & Annuity Intelligence (https://www.winkintel.com/)* Moore Market Intelligence (https://www.mooremarketintelligence.com/) * DOL’s Proposed Retirement Security Rule (https://c2penterprises.com/blog/the-dols-proposed-retirement-security-rule-what-financial-advisors-need-to-know/) blog by C2P * National Annuity Awareness Month (https://nafa.com/education/national-annuity-awareness-month/#:~:text=In%202010%2C%20the%20National%20Association,a%20secure%20retirement%20savings%20plan.)Statistics:* https://finance.yahoo.com/news/woman-world-survey-finds-women-150013815.html (https://finance.yahoo.com/news/woman-world-survey-finds-women-150013815.html) * https://www.annuity.org/annuities/fees-and-commissions/#:~:text=Commissions%20can%20vary%20depending%20on,from%201%25%20to%203%25 (https://www.annuity.org/annuities/fees-and-commissions/#:~:text=Commissions%20can%20vary%20depending%20on,from%201%25%20to%203%25). * https://www.limra.com/en/newsroom/industry-trends/2024/limra-why-fixed-rate-deferred-annuity-sales-tripled-in-two-years/ (https://www.limra.com/en/newsroom/industry-trends/2024/limra-why-fixed-rate-deferred-annuity-sales-tripled-in-two-years/)
A Woman's Clarity®
Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
