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the informed advisor
with ray k
Today we talk about growing your team, and delegating tasks to your new hires! Before you can do that, you must ensure that you have the right people in the right seat. Talk to my team about using our Predictive Index Tool. Â This tool will help you not only hire right but manage right as well. Â
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It is very important that you make sure your clients understand the product(s) they purchased. e have developed a policy delivery checklist for you to use with your clients. This tool helps you ensure that all critical items are set up correctly in the policy and your client understands the important elements of the policy purchased.Â
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In today’s episode, Ray discusses current top MYGA rates, Living Benefit Ride payouts, and Top SPIA payouts. He also focuses on the alarming statistics about how many pre-retirees are worried that their retirement streams of income will not last their lifetime. Let’s figure out how we can best help your clients together!
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
In today’s episode, Ray discusses current top MYGA rates, Living Benefit Ride payouts, and Top SPIA payouts. He also highlights the Equitrust Market Ten Bonus Index Annuity.
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
In today’s episode, Ray discusses Income Watch, MYGA Watch and Enhanced Death Benefit Watch. Did you know that June is National Annuity Awareness Month! Well, if not, now you do! Annuities have been a cornerstone of the American Retirement plan.
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
In today’s episode, Ray discusses Income Watch, MYGA Watch and Enhanced Death Benefit Watch. He also has a Special Guest – Ryan Lex, Executive Vice President and Chief Distribution Officer of Ibexis. Tune in to hear Ryan Lex and Ray discuss IBEXIS and their unique products line.
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In today’s episode, Ray discusses Income and MYGA Watch. He also spotlights a great product – ATHENE BCA 2.0 with the Family Endowment Rider.
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In today’s episode, Ray discusses how innovation has really shaped the FIA Industry landscape over the last 15 years. Also joining Ray is a very special guest – Ron Shurts, Founder of Annexus! During the interview, Ron discusses the Annexus Advantage and how Annexus has changed the face of the FIA industry.
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
This week on The Informed Advisor with Ray Kathawa, we focus on MYGA watch, income watch, and SPIDA watch. Ray jumps into the basics of Estate Planning, recent tax rule changes surrounding Estate Planning and how you can best assist your clients with their plans.
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
This week on The Informed Advisor with Ray Kathawa, we focus on MYGA watch, income watch, and SPIDA watch. We also have a special guest! Norm Bald, Director of Life at M&O Marketing, talks with us about the new LTC/Life Insurance hybrid products.
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
This week on The Informed Advisor with Ray Kathawa, we focus on MYGA watch, income watch, and SPIDA watch. We also have a special guest! Norm Bald, Director of Life at M&O Marketing, talks with us about the new LTC/Life Insurance hybrid products.
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
This week on The Informed Advisor with Ray Kathawa, we focus on MYGA watch, income watch, and SPIDA watch. We also talk about marketing to federal employees with founder of Fed Pilot, Kevin Jones.
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
This week on The Informed Advisor with Ray Kathawa, we focus on MYGA watch, income watch, American Equity and Athene rate updates, and our new carrier addition.
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
This week on The Informed Advisor with Ray Kathawa, we focus heavily on MYGA rate updates, and talk about RBG Concepts. From the system to the software, we will dive in!
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
This week on The Informed Advisor with Ray Kathawa, we will cover top living benefits payouts, MYGA rate and Income Watch, along with some updates from Clear Spring. Then we will jump right into Roth Conversions, their history, and the pros and cons of using them. Ray offers some insight on how to best go about integrating Roth Conversions into a clients plan. We wrap up with spotlighting a product: The Athene Agility.
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
This week on The Informed Advisor with Ray Kathawa, we will cover top living benefits payouts, MYGA rate watch, and our approved marketing piece “Beat the Bank”. Then we will jump into discussing Bonus Products and “the give and take” that comes along with the various product options. We spotlight on the Equitrust Market Ten Bonus and the Athene Performance Elite Series. Ray wraps up with discussing The Number One Retirement Challenge.
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
This week on The Informed Advisor with Ray Kathawa, we will cover top living benefits payouts, MYGA rate watch, and our approved marketing piece “Beat the Bank”. Then we will jump into The “Cap” Conversation, followed by The Annual Sum Crediting method. Ray wraps it up discussing the North American – Annexus short term FIA’s.Â
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
This week on The Informed Advisor with Ray Kathawa, we will cover a MYGA updates, Allianz 32% Bonus Premium & Event and The Power of the Minimum Guarantee. Lastly, we will have a special guest! Jerry Smith is the Founder of JLS Sales Academy, and he’s joining us to discuss M&O’s Exclusive Relationship with ELCO Mutual.
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
Welcome to The Informed Advisor with Ray K, a podcast serving Financial Professionals across the country with updates and education surrounding industry trends, products and business growth. This podcast is hosted by Ray Kathawa, Vice President of Practice Development at M&O Marketing. We hope our episodes will leave you a more informed advisor than you were yesterday. Let’s jump into the show!
Please note, if you only see the option to listen to the 30 second preview, click the title of episode and listen to the whole episode on Spotify.
