241 - Lesley Mann and David Macchia on Redefining Retirement Security

In this enlightening episode, GBU Life's Chief Marketing Officer Lesley Mann and Wealth2K founder David Macchia discuss innovative approaches to retirement planning. They introduce the concept of a "defined benefit investor" and explore how new annuity products can provide guaranteed income for younger generations. The conversation delves into the challenges of modernizing the insurance industry, the importance of digital experiences, and the need to adapt products for changing demographics, particularly women. Mann and Macchia offer insights into creating personalized “pension plans” and the future of retirement security in America. Google’s LM Notebook podcast hosts pay a surprise visit to the show. Learn more at thatannuityshow.com

Om Podcasten

We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.