x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

That Annuity Show

Nassau Financial Group

We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.

business investing

All Episodes

47:25

263 -Tom Totten and Building Lifetime Income through...

That Annuity Show ·

2025/04/11

Tom Totten, an actuary and serial entrepreneur, shares his journey from a defined benefit consultant to advising companies on Employee Stock Ownership Plans (ESOPs). The conversation delves into the intricacies of ESOPs, their guarantees, and the liquidity risks associated with them. Tom discusses the purpose of lifetime income strategies, including the use of annuities, and reflects on the evolving relationship between employers and employees in the context of retirement planning. In this

en

36:01

262 - All Things MYGA with Jeff Affronti

That Annuity Show ·

2025/04/04

Jeff Affronti, president and CEO of FSD Financial Services joins our show to delve into the current landscape of annuities, focusing on market trends, the importance of annuity laddering, and strategies for younger investors. Jeff shares insights on using MYGAs for retirement income, the impact of inflation on annuities, and the latest product features and innovations in the industry. The discussion also touches on the risks associated with life-only annuities and the potential for entering the MYGA

en

39:21

261 - In-Plan Annuities 101 with Ramsey Smith &...

That Annuity Show ·

2025/03/28

In this episode, Paul Tyler, Ramsey Smith, and Graham Clark discuss the emerging opportunities in in-plan annuities inside 401k plans. They explore the importance of guaranteed income, the skills needed for insurance carriers to compete effectively, and the strategic partnerships necessary for success. The conversation delves into product design, the role of target date funds, and the significance of being proactive in a rapidly evolving market. The speakers emphasize the need for carriers to take

en

46:05

264 - Oceanview's Ben Faught on The Pricing...

That Annuity Show ·

2025/03/24

Today, we welcome Ben Faught, Chief Actuary at Oceanview Life. The conversation delves into the success story of Oceanview Life, its unique investment strategies focusing on mortgage-backed securities, and the challenges and considerations in pricing annuities. Ben shares insights on market trends, the importance of understanding asset-liability matching, and the future of fixed index annuities in a changing economic landscape. The discussion emphasizes the role of actuaries in advocating for

en

33:43

260 - Deloitte's Dan McCoach on AI, Cyberthreats and...

That Annuity Show ·

2025/03/21

Paul Tyler and Bruno Caron welcome Deloitte's Insurance Practice leader Dan McCoach to discuss how technology is reshaping the life and annuity industry. The conversation explores four practical applications of AI delivering immediate value: automating developer workflows, enhancing back-office efficiency, streamlining document processing, and drafting complex communications. McCoach offers a fascinating perspective on how AI tools are rescuing legacy systems just as subject matter experts reach

en

21:03

259 - Nassau's David Czerniecki on Tariffs, AI and...

That Annuity Show ·

2025/03/14

In this episode of That Annuity Show, Paul Tyler and Chief Investment Officer, David Czerniecki of Nassau discuss the current economic landscape, focusing on tariffs, inflation, cryptocurrency, and the impact of AI on productivity. They explore the volatility of markets compared to the economy, the implications of tariffs on manufacturing and inflation, and the speculative nature of Bitcoin. The conversation also delves into the future of AI and its potential to enhance productivity, as well as

en

49:30

258 - ALEXIncome's Ramsey Smith and Graham Clark on...

That Annuity Show ·

2025/03/07

Ramsey Smith and Graham Clark share insights on the challenges of securing retirement income, the importance of 401k plans, and the need for effective stakeholder engagement. They explore how ALEXIncome aims to provide sustainable solutions that bridge the gap between traditional retirement income sources and modern investment strategies, emphasizing the significance of education and transparency for plan participants. This conversation delves into the complexities of retirement planning, focusing

en

35:38

257 - Security Benefit's Toby Leonard on Growing...

That Annuity Show ·

2025/02/28

Summary In this episode of That Annuity Show, Paul Tyler interviews Toby Leonard, Assistant Vice President of Product Development at Security Benefit. They discuss the evolution of annuities, particularly fixed index annuities, and their role in financial planning. The conversation highlights the importance of education, technology, and the impact of AI on the insurance industry. They also explore market trends, predictions for annuity sales, and the significance of annuities in the RIA space. Learn

en

43:44

256 - Celent's Karen Monks on Technology Trends

That Annuity Show ·

2025/02/21

Karen Monks, a principal analyst at Celent, discusses the intersection of technology and life insurance. Karen shares her insights on how AI is transforming underwriting processes, the impact of COVID on consumer behavior, and the driving forces behind technology adoption in the insurance industry. The conversation also explores the challenges of integrating legacy systems with modern technology, the importance of consumer experience, and the skills needed for future success in the industry.

en

25:16

255 - Oceanview's Jim Ryan on Building Success...

That Annuity Show ·

2025/02/14

In this episode of That Annuity Show, hosts Paul Tyler and Bruno Caron welcome Jim Ryan, Executive Director and Head of Distribution at Oceanview, to discuss the company's growth since its 2019 launch. Jim shares insights into how Oceanview has established itself in the annuity market. The conversation explores the evolution of both MYGA and FIA products, the critical importance of technological integration across multiple platforms, and why keeping products simple can be a key to success. The

en

37:12

254 - IRI's Katherine Dease On Transforming Annuities...

That Annuity Show ·

2025/02/07

Katherine Dease, the Chief Technology and Innovation Officer for Insured Retirement Institute (IRI) discusses the future of annuities and how the Digital First Initiative could accelerate growth. With special guest host, Michael Celi, Chief Product Officer of Zinnia, Katherine shares insights on the challenges of modernizing the annuity industry, particularly the data problems that hinder innovation. The conversation highlights the importance of user experience, the role of annuities in holistic

en

24:12

253 - Sheryl Moore with Michele Trogni on...

That Annuity Show ·

2025/01/31

In this episode industry leaders Sheryl Moore, Wink Inc., and Michele Trogni, CEO of Zinnia, a guest host, explore the evolving landscape of insurance and annuities, from digital transformation challenges to opportunities for growth. The discussion weaves together Moore's journey from personal investment challenges to becoming the "Annuity Rockstar" with Trogni's vision for technological innovation in the industry. They address the delicate balance between digital innovation and traditional

en

33:50

252 - Catching Up With Joe Jordan

That Annuity Show ·

2025/01/24

In this episode, Paul Tyler and Bruno Caron catch up with Joe Jordan, a leading voice in purpose-driven planning, to discuss the evolving landscape of retirement. They explore the importance of finding meaning and purpose in retirement, the challenges posed by an aging population, and the emotional aspects of retirement that financial advisors often overlook. The conversation emphasizes the need for a holistic approach to retirement planning that includes community, relationships, and personal

en

43:07

251 - Arun Muralidhar on SeLFIES And A New Option for...

That Annuity Show ·

2025/01/17

In this episode, Paul Tyler and Bruno Caron welcome back Arun Muralidhar, co-founder of Alpha Engine Global Investment Solutions, to explore "SeLFIES" (Standard of Living Indexed, Forward-starting, Income-only Securities), an innovative retirement solution he developed with Nobel laureate Robert Merton. Arun delves into Brazil's successful implementation of “SeLFIES”, which has attracted 105,000 investors and raised $2.8 billion since January 2023. The conversation highlights an approach to

en

36:12

250 - Josh Everett and Team Discuss The Impact of...

That Annuity Show ·

2025/01/10

In this episode, host Paul Tyler broadcasts from Noida, India, where he visits Zinnia's offices and speaks with their leadership team including Josh Everett (CEO of Zinnia India), Kapil Bhardwaj (Head of Global Processing), Pawan Choudhary (CTO), Rajan Agarwal (Head of Exchange Solutions), and Eti Gupta (Head of Marketing). Key highlights: Zinnia’s India operations manage an impressive 1.4 million calls annually and handle over 55% of North America’s variable annuity business, reflecting their

en

33:12

248 - Kerra Bolton - Telling The Story Of Retirement...

That Annuity Show ·

2024/12/20

In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall engage with Kerra Bolton, a prolific writer and independent journalist, who shares her diverse career journey and insights into the retirement space. The conversation explores the challenges of career reinvention, the importance of understanding consumer concerns in retirement planning, and the role of fear and motivation in financial decision-making. Kerra emphasizes the significance of finding purpose in life and work, and

en

24:20

248 - David Czernieki on Tariffs, AI, & Nuclear Power

That Annuity Show ·

2024/12/13

In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discuss the rapidly changing economic landscape, touching on global political trends, the implications of tariffs, market predictions, energy dynamics influenced by AI, and the impact of interest rates on the insurance industry. They explore how these factors interconnect and shape the future of the economy, emphasizing a cautious optimism moving forward.

en

41:44

247 - ITC: Climate, Risk, and Retirement Security

That Annuity Show ·

2024/12/06

Susan Winkler of CT IFS joins Paul Tyler as a guest host to discuss their interviews from InsureTech Connect (ITC) in Las Vegas. The podcast explores the critical intersection of climate risk and insurtech innovation, featuring conversations recorded during the conference. The episode includes insights from Stacey Brown of InsurTech Hartford discussing industry AI adoption trends; Sabine VanderLinden of Alchemy Crew examining climate risk and its impact on retirement planning; Tom Polowy of InsureGo

en

45:05

246 - Suzanne Norman and The Emotional Landscape of...

That Annuity Show ·

2024/11/29

In this episode of That Annuity Show, host Paul Tyler, along with guests Bruno Caron and Tisa Rabun-Marshall, engage in a comprehensive discussion with retirement planning expert Suzanne Norman. They explore the complexities of retirement planning, including the emotional landscape retirees face, the importance of financial literacy, and the concept of 'Peak 65' as a significant demographic shift. The conversation emphasizes the need for purpose in retirement, the role of financial advisors, and the

en

41:36

245 - ITC: AI Innovation in Life Insurance & Annuities

That Annuity Show ·

2024/11/22

Susan Winkler of CT IFS joins Paul Tyler as a guest host to discuss their interviews from InsureTech Connect (ITC) in Las Vegas. The podcast captures conversations with key industry leaders about AI innovation in the life and annuity sector, recorded during the conference. The episode features interviews with Nagesh Cherukupalli from Cognizant, who introduces the "Three I's" framework for AI implementation; Neeraja Rasmussen of SpyGlaz AI discussing sales optimization; Kumar Das Gupta from Allianz

en

291 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...