
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.
Jul 6
31 min

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
Jun 22
16 min

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 conversationsUsing foreign language resources to reach more communitiesPositioning FIAs confidently in today’s market
Jun 8
31 min

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 RuleWhat it means for financial professionals, including form and process changesHow North American is supporting independent distribution, and what’s aheadThe latest NAIC updates, including illustrations and model changesOther key issues to watch, from SEC activity to state re...
May 27
13 min

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 i...
Apr 14
11 min

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 ...
Mar 27
27 min

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!
Feb 24
11 min

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 yearStandout product highlights, including NAC Guaranteed AllocationSM and NAC Control XSMPowerful marketing resources, such as NACcelerate and the Financial Home Makeover magazineAnd much more!
Dec 8, 2025
25 min

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
Nov 12, 2025
20 min

In our latest episode of Annuity Chat, Jonah Hardenbrook, a seasoned professional at North American, shares insights on creating value for clients and agents through strategic initiatives and training, with highlights including: Opportunity markets like women and wealthComprehensive training to build confidence and communication skillsTailored marketing and professional partnerships to better serve communitiesHow licensing evolution and mentorship are supporting new agents
Oct 13, 2025
17 min
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