Celebrate with us!
In this special celebration episode of Conquering Retirement with Annuity FYI, Tom, Brian, and Meg—joined by special surprise guests—commemorate 25 years of Annuity FYI, honoring the journey, growth, and impact along the way.
Together, the team reflects on the evolution of retirement planning, the vital role of annuities, and the trusted relationships built with clients over the years. Guests share personal stories, lessons learned, and insights on financial security, while exploring how education and technology continue to shape the industry’s future.
This isn’t just a discussion—it’s a celebration of legacy, progress, and the people who made it all possible. Thank you, everyone!
Chapters
00:00 Financial Planning and Personal Branding
00:37 Celebrating 25 Years of Annuity FYI
03:13 The Origin Story of Annuity FYI
08:11 The Importance of Annuities in Financial Planning
11:05 The Impact of Annuity FYI on Consumers
18:26 Evolution of Annuity FYI
18:54 Retirement Products: Then and Now
23:02 Client-Centric Approach in Financial Services
26:32 Understanding Our Client Base
26:46 Reconnecting and Rapid Fire Questions
30:58 Starting Financial Planning at Any Age
35:06 Leaving a Legacy with Annuities
37:18 Celebrating Team Contributions
40:59 The Passion Behind Financial Services
43:52 Embracing Technology in Finance
48:27 Celebrating Team Achievements and Client Stories
#retirementplanning #annuities #financialsecurity #retirementconfidence #trustedadvisors #AnnuityFYI #financialeducation #retirementincome #clientexperience #financialindependence
