261 - In-Plan Annuities 101 with Ramsey Smith & Graham Clark
In this episode, Paul Tyler, Ramsey Smith, and Graham Clark discuss the emerging opportunities in in-plan annuities inside 401k plans. They explore the importance of guaranteed income, the skills needed for insurance carriers to compete effectively, and the strategic partnerships necessary for success. The conversation delves into product design, the role of target date funds, and the significance of being proactive in a rapidly evolving market. The speakers emphasize the need for carriers to take leadership roles and adapt to changing market conditions to ensure long-term viability and profitability. Learn more: thatannuityshow.com