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- Indexed episodes, last 90 days
- 20
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
AEP Readiness & Annuity Opportunities | Retirement Solutions Roundtable (opens the original)
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This week on Retirement Solutions Roundtable , Bill Martin 2.0 sits down with Medicare Division Director Ivy Wilson and Bob Mueller , District Sales Manager and National Training Coordinator for American Senior Benefits, to discuss what agents need to know heading into the upcoming AEP season. From Medicare opportunities to compliantly incorporating annuity conversations into your client process, this episode delivers valuable insights to help you serve clients effectively while growing your bus
Retirement Solutions Roundtable | Annuity Suitability (opens the original)
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In this episode, Pete and Bill discuss the evolution of annuity suitability, common pitfalls, and best practices to ensure compliance and client satisfaction. They share insights on carrier rules, asset assessment, and how to avoid costly declines and chargebacks.
Producers' Playbook | Bill Martin OG | Simplify, Connect, Close: A Better Approach to Insurance Sales (opens the original)
Retirement Solutions Roundtable | Adam Parsells | Allianz (opens the original)
Producers' Playbook - Christian Pounder (opens the original)
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