Feb 5, 2021
Tom sits down with Sheryl Moore to discuss her experience in the financial insurance industry. They cover what financial professionals need to know about regulations and products, as well as what consumers can learn about annuities.
About Sheryl Moore
Sheryl is an annuity and life insurance expert. She serves as the Chief storyteller at Wink, Inc., an industry research firm. She is also the President of Moore Market Intelligence, providing valuable intel for the professional financial community.
Company website: Winkintel.com
1:56 - Sheryl gives insight into her background in the financial industry.
7:10 - How rate changes in the past year will affect the fixed insurance industry.
10:14 - Why we might see a trend of insurance carriers dropping out of the industry due to COVID.
11:55 - How fee structures on FIAs may become the new norm.
14:40 - How recent and upcoming regulation changes will affect the insurance industry going forward.
20:42 - Sheryl shares a story about her relationship with regulators.
25:04 - Why there is a growing interest in annuities.
27:41 - How to educate your sales team on pitching annuities.
32:20 - Common concerns among consumers about financial insurance.
35:31 - Sheryl offers advice to someone looking to make a change with their financial insurance plan.
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