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The Investments & Wealth Institute Exceptional Advisor podcast series provides financial professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

  1. All Episodes
  2. 2018
  3. 12

Episode 17 - The Role of Annuity Products in Retirement Planning

Dec 18, 2018

Robert Powell, editor of Retirement Daily at The Street, interviews Tamiko Toland, head of annuity research at CANNEX Financial Exchanges Ltd., about her latest research report, Guarenteed Income Across Annuity Products.

 

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Episode 16 - Key Life Stages for Clients in Retirement

Dec 14, 2018

Robert Powell, editor of Retirement Daily at The Street, interviews Surya Kolluri, Managing Director, Bank of America Merrill Lynch, about industry research conducted on the key life stages of clients in retirement, and the role of the financial planner.

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Episode 15 - Reverse Mortgages and What Advisors Should Understand

Dec 3, 2018

Robert Powell, editor of Retirement Daily at The Street, interviews Dirk Cotton, industry thought leader and author of the blog, Retirement Café, about the best strategies for employing reverse mortgages.

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