Investments/retirement professor and Frank M. Engle Chair of Economic Security at The American College. Researcher and speaker on the science of living well in retirement.
This conversation with Bobby Samuelson is one of my favorite podcast episodes. Bobby demystifies index products in this fast-paced episode that covers how they’re created, what they do, and what advisors need to consider when looking at product features. For investment types it’s a fascinating discussion of how options and bonds are blended to create customized distributions that don’t exist in long only investments. It’s an info packed 30 minutes with one of the smartest people in the business.
Many financial professionals say annuity products can make sense as one part of a comprehensive financial plan; however, they can also be extremely complex and difficult to use effectively. We get an expert opinion in the latest episode of our Shares podcast! Our host Michael Finke, PhD, CFP® welcomes Bobby Samuelson, executive editor of The Life Product Review, for an in-depth look at FIAs, RILAs, and other products that can assist in planning for a diverse client base for life insurance, retirement planning, and other concerns. Find the full episode now at https://lnkd.in/eqPbTW2F! #financialservices #podcast #shares #retirement #lifeinsurance
Ed McGill
2mo
Not only 2 of the best in the business but incredible friends and professionals that are always giving back. Michael Finke and Bobby Samuelson thank- you for your leadership
Tracy Lownsberry
2mo
Good stuff.
Independent Life & Annuity Product Development
2moLoved the conversation. Thanks for inviting me!