Annuity Chat with North American
by North American Company for Life and Health Insurance
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On the show
From 12 epsHosts
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Recent episodes
A Grand Slam summer for retirement conversations
Jun 22, 2026
16m 14s
Winning the attention war: How to cut through the noise and drive more client conversations
Jun 8, 2026
31m 39s
What the latest Fiduciary Rule means for your business
May 27, 2026
13m 46s
Speaking the language of trust: Why language access matters in client conversations
Apr 14, 2026
11m 05s
The Growth Mindset that separates top producers with Kelly McDonald
Mar 27, 2026
27m 57s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/22/26 | A Grand Slam summer for retirement conversations | 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 historyStronger guaranteed income with Income Pay ProIncreased rates across key accumulation productsNew ways to reconnect with clients this summer | 16m 14s | ||||||
| 6/8/26 | Winning the attention war: How to cut through the noise and drive more client conversations✨ | marketing strategiesclient conversations+3 | — | North American Company for Life and Health Insurance | — | client connectionsmarketing+3 | — | 31m 39s | |
| 5/27/26 | What the latest Fiduciary Rule means for your business✨ | Fiduciary Ruleregulatory developments+4 | Tyler Brown | North American Company for Life and Health InsuranceNAIC+1 | — | Fiduciary Ruleregulatory developments+4 | — | 13m 46s | |
| 4/14/26 | Speaking the language of trust: Why language access matters in client conversations✨ | language accessclient conversations+3 | Jonah Hardenbrook | North American Company for Life and Health Insurance | — | trustlanguage access+3 | — | 11m 05s | |
| 3/27/26 | The Growth Mindset that separates top producers with Kelly McDonald✨ | growth mindsetleadership+3 | Kelly McDonald | North American Company for Life and Health Insurance | — | growth mindsetleadership expert+3 | — | 27m 57s | |
| 2/24/26 | Leading the conversation: Meet the new voice of Annuity Chat✨ | AnnuityInsurance+3 | — | North American Company for Life and Health Insurance | — | Annuity ChatAustin Eller+3 | — | 11m 40s | |
| 12/8/25 | How we’re NACcelerating into 2026✨ | annuity outlookproduct highlights+3 | Austin EllerJake Mollman | NAC Guaranteed AllocationSMNAC Control XSMPowerful+3 | — | annuityNACcelerate+3 | — | 25m 48s | |
| 11/12/25 | Does your client’s financial home need a makeover?✨ | Sales and Marketing alignmentFinancial Home Makeover+3 | Samantha Hart | North American Company for Life and Health Insurance | — | financial homemakeover+3 | — | 20m 53s | |
| 10/13/25 | Cracking the code: How you can thrive with training, tools, and trust✨ | trainingclient value+4 | Jonah Hardenbrook | North American Company for Life and Health Insurance | — | trainingclient value+4 | — | 17m 43s | |
| 9/15/25 | How AI is changing the industry and how you can use it today✨ | AI in businessdigital transformation+3 | Aaron Witt | North American Company for Life and Health Insurance | — | AIdigital tools+3 | — | 19m 14s | |
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| 8/11/25 | “You Sell Air?” A kid’s perspective, and our solution✨ | financial professionalstaxes+4 | Jake Mollman | North American Company for Life and Health Insurance | — | financial professionalstaxes+6 | — | 25m 00s | |
| 7/7/25 | Beyond the sale: Service, ethics, and staying compliant✨ | serviceethics+4 | Tim CrawfordCyndi Hall | North American Company for Life and Health Insurance | — | serviceethics+4 | — | 27m 10s | |
| 5/19/25 | Winning with service: Insights from the frontlines of agent success✨ | servicetechnology+3 | Mike PietigLonny Koehlmoos | North American Company for Life and Health Insurance | — | service roadmapdigital tools+3 | — | 26m 35s | |
| 4/14/25 | Unlock your potential: Presentation and communication strategies feat. Founder of Impact Speakers, Jimmy Pomerance | In this episode of Annuity Chat with North American, we sit down with Jimmy Pomerance, founder of Impact Speakers, to explore the power of effective communication and personal growth in the financial industry. | 29m 05s | ||||||
| 3/17/25 | Breaking Barriers: Women, wealth, and how financial professionals can make an impact feat. Founder of Purse Strings, Dr. Barb Provost | Catch our latest podcast episode as we shine a light on women and wealth in honor of Women’s History Month. Hear from Dr. Barb Provost, Founder of Purse Strings, as she shares her expert insights on how financial professionals can best support the unique goals and challenges women face when planning for retirement. Tune in for a powerful discussion on: Dr. Barb’s career journey and the experiences that shaped her missionThe story behind Purse Strings and how it empowers financial professional... | 24m 33s | ||||||
| 2/24/25 | 3 powerful reasons this NAC fixed index annuity is a must-have | Tune in as we spotlight our latest innovation: the NAC Guaranteed Allocation Fixed Index Annuity. In this episode, we’ll dive into how the NAC Guaranteed Allocation FIA stands out by offering: Guaranteed ratesSeamless, turnkey diversification with four pre-built Model Blend allocations, simplifying the allocation process and optimizing performance for clientsStrong growth potential to help clients achieve their long-term financial goalsDon’t miss this opportunity to learn how the NAC Guarante... | 24m 56s | ||||||
| 1/14/25 | Why North American is ready to thrive in 2025 feat. Chief Distribution Officer, Bryce Biklen | Tune in as Chief Distribution Officer, Bryce Biklen, shares why North American is poised for success in 2025. Hear his insights on: • Our record-breaking last year • The strength of North American’s diverse product portfolio • The transformative impact of employee ownership • And so much more! Don’t miss this inspiring look at what makes North American a leader in the industry. | 20m 27s | ||||||
| 12/16/24 | Inside the Success: How North American is leading the way | Join us as we celebrate North American’s record-breaking year! This episode explores the exciting innovations behind our success, from product launches and enhancements to groundbreaking indices that set us apart from other carriers. Learn how employee ownership fuels our achievements and discover the tools we’ve developed to simplify your business. It’s an inspiring look at the strategies driving North American forward—don’t miss it! | 17m 49s | ||||||
| 11/18/24 | Meet the Head of North American Annuity Sales --- Josh Woodvine | Josh gives you an inside look at his professional journey and personal passions. Don’t miss out on this chance to get to know the voice behind the mic! | 21m 37s | ||||||
| 10/21/24 | Family financial meetings for the win-win-win | Tune in as Lori Seaton, Director of Strategic Business Development, discusses the powerful benefits of family financial meetings, emphasizing the advantages of the triple-win scenario. Resources: Family financial meetings for the win-win-win article | 21m 05s | ||||||
| 8/19/24 | A Winning Partnership: Insights From Our VP of Marketing | Tune in as Lori Bochner, VP of Marketing, shares an overview of the latest and upcoming marketing efforts, including: • An inside look into the Marketing and Sales partnership • Home-office events and how they support your business goals • 2024 achievements and upcoming plans for the rest of the year • Our 3-5 year road map; an exciting future ahead! | 17m 45s | ||||||
| 7/22/24 | Halftime Highlights: 2024 Mid-Year Recap | Tune in as Austin Eller, Sales Vice President, shares a mid-year recap, including: • All of the North American Charter® Plus enhancements and changes • NAC Control. XSM immediate one-time 10% income base bonus1 • How North American+ has evolved • Partial Roth conversions • And much more! | 15m 46s | ||||||
| 6/24/24 | Annuity Awareness Month Special: Why Now Is A Good Time To Talk About FIAs With Your Clients | Tune in as Gene Hasuer, Associate Vice President of Annuity Product, shares why now is a good time to discuss fixed index annuities (FIA) with your clients and how FIAs can be a valuable part of your clients’ retirement portfolio. | 21m 56s | ||||||
| 6/13/24 | 2024 Annuity Market Trend Watch: What You Need to Know | Find out what you need to know about the trends in the annuity market this year and beyond from Linda Durman, VP of Annuity Product Development and Inforce Management | 14m 15s | ||||||
| 6/5/24 | Latest developments on DOL's Fiduciary Rule 4.0 and industry response feat. AVP of Government Affairs, Tyler Brown | Join Tyler Brown, our AVP of Government Affairs, as he shares his initial impressions of the Department of Labor’s new Fiduciary Rule. | 15m 29s | ||||||
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