Interview with JK McAndrews, President and CEO at MassMutual Greater Houston, on the evolution of career agencies, recruiting and positioning product.
Episode 10 – 4/13/2020
Interview with Justin Smith, Principal at Balanced Strategies and Cavalier Insurance Marketing on premium financing.
Episode 9 – 4/6/2020
Interview with Marc Schwartz, J.D., CLU, Managing Director and President, Windsor Insurance Associates on his views of the industry and product selection.
Episode 8 – 3/25/2020
Coronavirus. What else?
Episode 7 – 2/3/2020
Quick update on the AG49 process and the current standstill
The latest evidence of the “captastrophe”
Whole Life dividend wrap up
“Would You Sell This To Your Mother?” – Case discussions
Episode 6 – 12/17/2019
Both Bobby and James get a few things off of their chests in regards to AG49
Quick overview of latest 2017 CSO product launches
Over/under on a variety of potential things happening in the Life industry
Episode 5 – 12/13/2019
Discussion of Overloan Protection Riders with guest Joe Horner, formerly of PennMutual
Episode 4
NAIC “directional vote” on Indexed UL multipliers
The evolution of IUL after multipliers, including proprietary indices
James and Bobby sound off on favorite finance-related books and movies
Episode 3
Premium Finance programs such as Kai-Zen and generally what they are seeing the this marketplace.
Multi-Level Marketers and the growth of this space
Recent product updates from Lincoln Financial
Rapid fire bullish or bearish calls on various topics
Episode 2
Macroeconomic headwinds facing Indexed UL and the coming “cap carnage”
PennMutual’s decision to leave NY and the broader implications of doing business in the state
Allianz Life Pro+ Advantage
One-word thoughts on various topics
Episode 1
The continued debate on AG 49
Prudential’s challenge to Lincoln VULOne in the Guaranteed VUL space
New Product Launches – AIG Max Accumulator+ 2019 and Principal Accumulation IUL II
