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wealthtech on deck podcast - Harry Bartle

How Technology Drives Annuity Sales Growth with Harry Bartle and Jeff Quigley

The intersection of market dynamics and technological advancements has not only heightened the value of annuities but also revolutionized how financial advisors and clients approach retirement planning. This shift from traditional methods to tech-driven solutions has streamlined processes and facilitated more meaningful conversations between advisors and clients regarding their retirement income needs.

In this episode, Jack is joined by LifeYield’s Executive Vice President of Enterprise Sales, Harry Bartle, and Senior Vice President of Enterprise Sales and Relationships, Jeff Quigley. At LifeYield, Harry helps enterprises build complete household wealth management platforms. Jeff helped launch LifeYield’s direct-to-advisor business, which includes Social Security+, the LifeYield API-based tool for optimizing Social Security benefits. Jeff also demonstrates the benefits of our other solutions for tax efficiency and retirement income maximization.

Harry and Jeff talk to Jack about the reasons behind the booming sales of annuities, what they see as the contributing factors driving this trend, and where they and their clients see the future of annuities. They also emphasize the importance of social security as a starting point for retirement income discussions and how technology can help advisors maximize social security benefits.