
211 - The Future Shape of Annuities Distribution With James Wong
That Annuity Show · Nassau Financial Group
February 8, 202443m 17s
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Show Notes
Summary James Wong, our guest today, shares his perspective on the future of annuity distribution. The main takeaway…build strong relationships today in order to navigate the changing landscape of the industry tomorrow. The conversation covers industry associations, survey work, product innovation, acquisitions, and the implications for agents and agencies. James also introduces the concept of the Founder's Chair, which aims to support entrepreneurs in the insurance industry.