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066 Reinventing The Market for MYGAs: A conversation with Canvas Annuity

March 27, 2021 2021, Deirdre Woodruff, Megan Duty, Podcast

Reinventing The Market for MYGAs. Must annuities be sold not bought? Deirdre Woodruff, SVP and Megan Duty, VP of Puritan Life talk about the launch of Canvas Annuity and direct marketing of fixed annuities. So far, their effort shows that this old rule may be broken. In this week’s episode, we talk about simplifying products, reinventing way to connect with consumers, and, of course, building trust in a digital age.

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra^® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

065 Exploring Mentorship with Neeraja Rasmussen, Spyglaz and Harry Monti, Symetra

March 19, 2021 2021, Harry Monti, Mentorship, Neeraja Rasmussen, Podcast

In this episode Paul and Laura speak with Neeraja Rasmussen, Spyglaz and Harry Monti, Symetra about their unique startup and industry exec mentor/mentee relationship.

We talk about what it means to have a successful exchange of value for both individuals, how to identify a strong match and how to craft an effective journey.

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra^® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

064 Why We Need Age Tech: Keren Etkin, The Gerontechnologist

March 16, 2021 2021, Keren Etkin, Podcast

In the episode we explore why is tech for older adults is more important now than it ever was. With the changes that the pandemic brought on and the speed in which they occurred, we’ve advanced the industry by nearly 10 years. Yet in this current reality we have big challenges to tackle. Listen in on our perspectives about tackling finances in retirement using #retiretech.

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra^® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

063 Storytelling for Founders with Lee Launer

March 10, 2021 2021, Lee Launer, Podcast

The difference between telling a story and telling it well puts millions on the line everyday.

When a founder tells the story of their product/service/solution, they need to connect in a way that they are heard, information is exchanged and understanding takes place.

Industry veteran, Lee Launer, joins us to share insight into storytelling for founders.

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra^® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

062 The Art of Storytelling: Debra Jasper, Founder & CEO, Mindset Digital

March 3, 2021 2021, Debra Jasper, Podcast

The art of storytelling goes back to the dawn of time. It Is no mistake that the combination of visuals and the spoken word are able to captivate and inspire action.

The pandemic has changed the way founders and businesses need to tell their stories in order to remain relevant and capture new opportunities. Have you adapted your methods?

In this episode we discuss the art of storytelling, on a small screen.

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra^® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

061 Blair Baldwin, Founder of AgeUp

February 27, 2021 2021, Blair Baldwin, Podcast

Re/Imagine Innovation Hour with special guest Blair Baldwin, Founder of AgeUp.

What happens when an intellectual-engineer receives a really cool open-ended challenge to come up with a new type of annuity – all digital, D2C, financial accessible to everybody and suited towards a mass market problem for everyday folks?

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra^® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

060 Creating Online Security for Seniors and Their Savings

February 19, 2021 2021, Edward Chang, Ken Goldstein, Paresh Nana, Paul Mackay, Podcast, Timothy Zeilma

Since March 2020, seniors have quickly grown comfortable shopping online. They have learned how to connect with family, church, and community via web calls. And they now research retirement products like never before.

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra^® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

059 Jon Cooper, Co-Founder & CEO, Life.io

February 4, 2021 2021, Jon Cooper, Podcast

On this episode we catch up with Jon Cooper, Co-Founder and CEO, to discuss how Life.io delivers a world-class digital customer experience.

Listen to learn how their products exceed customer expectations with Life.io’s end-to-end digital customer experience.

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra^® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

058 Delivering Products of the Future for the Next Generation of Retirees

January 29, 2021 2021, Aaron Shapiro, Abby Levy, Jan Buchsbaum, Podcast, Scott Moody, Tyler End

New retirement product development opportunities will clearly emerge as we emerge from the pandemic. We expect that all products will need to factor in extended periods of very low interest rates and still deliver value.

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra^® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

057 Manish Malhotra, CEO of Income Discovery

January 27, 2021 2021, Manish Malhotra, Podcast

Manish Malhotra, CEO of Income Discovery joins us to talk about how his company is a proven, AI powered platform for Retirement Decumulation.

Enabling people to live a full and rich retirement.

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra^® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

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