Episodes
45
Latest episode
Aug 2026
Language
EN-US
North American annuity senior leaders and guests discuss our latest products, value add programs, and ease of business initiatives. Subscribe to this podcast if you are a financial professional interested in learning more about how North American can help your clients achieve confidence in retirement with our fixed index annuity products. Since 1886, North American Company for Life and Health Insurance has been helping people protect their loved ones and financial futures. Learn more about us at: northamericancompany.com/why-choose-north-american Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance®. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance. Fixed index annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. Although fixed index annuities guarantee no loss of premium due to market downturns, deductions from the accumulation value for optional benefit riders or strategy fees or charges associated with allocations to enhanced crediting methods could exceed interest credited to the accumulation value, which would result in loss of premium. They may not be appropriate for all clients. Interest credits to a fixed index annuity will not mirror the actual performance of the relevant index
Hear from Aaron Witt, VP, Chief Digital & Corporate Solutions Officer, as he breaks down five key AI developments and what they could mean for financial professionals and the industry.
Social Security is one of the most important pieces of a retirement income plan, yet it's also one of the most misunderstood. Hear from one of the leading voices in Social Security, Heather Schreiber, Founder and President of HLS Retirement Consulting, as she unpacks three of the biggest Social Security mistakes retirees make and explains why claiming benefits is about much more than choosing a date.
Tune in to hear how North American's latest product enhancements can help create new opportunities and strengthen your next retirement planning conversation. Hear more about: The highest premium bonus opportunity in North American history Stronger guaranteed income with Income Pay Pro Increased rates across key accumulation products New ways to reconnect with clients this summer
In this episode of Annuity Chat, discover how marketing strategies and value-add resources can help you stand out and build stronger client connections. Tune in for: Value-add materials you can use to spark stronger client conversations Using foreign language resources to reach more communities Positioning FIAs confidently in today’s market
In this can’t-miss episode, Tyler Brown, Vice President, Government Affairs, joins us for a timely discussion on the latest regulatory developments shaping the industry. Tune in for: A breakdown of the latest Fiduciary Rule What it means for financial professionals, including form and process changes How North American is supporting independent distribution, and what’s ahead The latest NAIC updates, including illustrations and model changes Other key issues to watch, from SEC activity to state regulations
In this episode of Annuity Chat with North American , Jonah Hardenbrook, Sales Vice President, returns to build on last August’s conversation about empowering financial professionals and their clients, with a focus on our new Spanish-language materials initiative. He shares how the effort began, why it is a strategic priority now and for the future, and how it helps agents build stronger connections within the communities they serve. You’ll hear more about: How the Spanish-language materials initiative came to fruition Why these offerings matter from both an agent and client perspective Where we’re headed next as we continue expanding our language initiatives
In this episode of Annuity Chat with North American , we welcome Kelly McDonald, nationally recognized leadership expert and bestselling author, for a conversation centered on the power of a growth mindset and what it means to think bigger in today’s business environment. In recognition of Women’s History Month, we also highlight the growing influence of women in the marketplace and the evolving conversation around women and wealth across our industry. In this episode, we’ll highlight: What a growth mindset is and how it differs from a fixed mindset Real examples of individuals and brands that have embraced growth to elevate their success Practical ways leaders and teams can cultivate a culture of growth A performance principle used by Olympians to achieve big goals
Tune in to learn more about the new host of Annuity Chat, Austin Eller, AVP, National Sales Manager - IMO Strategy, as he shares an inside look at his professional journey and personal passions. Do not miss this opportunity to get to know the new voice behind the mic!
In our latest episode of Annuity Chat with North American, host Josh Woodvine is joined by Sales Vice Presidents, Austin Eller and Jake Mollman, for a special end-of-year conversation. They break down: A forward-looking annuity outlook as we head into the new year Standout product highlights, including NAC Guaranteed AllocationSM and NAC Control XSM Powerful marketing resources, such as NACcelerate and the Financial Home Makeover magazine And much more!
In our latest episode of Annuity Chat, Samantha Hart, Director, Marketing Content Strategy, shares how Sales and Marketing are partnering like never before to deliver more value to agents and their clients, including: •The power of Sales and Marketing alignment •Our client-approved materials that make an impact •How we’re raising the bar with the Financial Home Makeover
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Russ Mathews
