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Listen "The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland (Ep. 24)"
Episode Synopsis
Advisors, think about your conversations with clients.
Are you looking to tackle those conversations differently?
Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs.
This week, CANNEX’s Tamiko Toland joins Jack Martin to highlight the disconnect between advisors and consumers around annuities. Tamiko explains how gen X and baby boomers feel about annuities while revealing how advisors can access valuable tools to efficiently serve clients.
Tamiko discusses:
The disconnect between what consumers and advisors think about annuities
Why advisors should be open to having conversations with their clients using a different approach
What she would like to see from a solutions perspective
Ways to access a wider variety of tools
Reasons why consumers are aligning with annuities
And more!
Resources:
CANNEX YouTube
Connect with Tamiko Toland:
LinkedIn: Tamiko Toland
CANNEX
Connect with Jack Martin:
InsurMark
LinkedIn: Jack Martin
About our Guest:
Tamiko Toland is Director, Retirement Markets for Toronto-based CANNEX. CANNEX has long been known as the leading provider of income annuity pricing and now serves the entire scope of annuity products, including the evaluation of annuities with income guarantees.
Tamiko supports the retirement industry with research, analysis, and writing on the retirement income industry. Her focus is the individual and institutional (defined contribution) annuity market in the U.S. and Canada. She is a thought leader with 20 years of experience tracking trends and key issues on retirement income, synthesizing commentary and analysis for broad audiences and specific clients.
In the interest of supporting the development of the industry, Tamiko serves on the board for the National Association for Fixed Annuities (NAFA) and is an advisor member of the Institutional Retirement Income Council (IRIC).
Are you looking to tackle those conversations differently?
Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs.
This week, CANNEX’s Tamiko Toland joins Jack Martin to highlight the disconnect between advisors and consumers around annuities. Tamiko explains how gen X and baby boomers feel about annuities while revealing how advisors can access valuable tools to efficiently serve clients.
Tamiko discusses:
The disconnect between what consumers and advisors think about annuities
Why advisors should be open to having conversations with their clients using a different approach
What she would like to see from a solutions perspective
Ways to access a wider variety of tools
Reasons why consumers are aligning with annuities
And more!
Resources:
CANNEX YouTube
Connect with Tamiko Toland:
LinkedIn: Tamiko Toland
CANNEX
Connect with Jack Martin:
InsurMark
LinkedIn: Jack Martin
About our Guest:
Tamiko Toland is Director, Retirement Markets for Toronto-based CANNEX. CANNEX has long been known as the leading provider of income annuity pricing and now serves the entire scope of annuity products, including the evaluation of annuities with income guarantees.
Tamiko supports the retirement industry with research, analysis, and writing on the retirement income industry. Her focus is the individual and institutional (defined contribution) annuity market in the U.S. and Canada. She is a thought leader with 20 years of experience tracking trends and key issues on retirement income, synthesizing commentary and analysis for broad audiences and specific clients.
In the interest of supporting the development of the industry, Tamiko serves on the board for the National Association for Fixed Annuities (NAFA) and is an advisor member of the Institutional Retirement Income Council (IRIC).
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