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

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

48:06

244 - Sri Reddy on Navigating The Annuity Landscape

That Annuity Show ·

2024/11/15

In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and Ramsey Smith discuss the importance of reaching more people in the annuity industry with their products. They are joined by Sri Reddy, Sri Reddy, senior vice president of Retirement and Income Solutions at Principal® and a Principal Securities Registered Representative, who shares insights on retirement income solutions, pension risk transfer, and the evolving landscape of defined benefit plans. The conversation delves into consumer

en

41:27

243 - Mike Odor and Branislav Nikolic on Making Sense...

That Annuity Show ·

2024/11/01

Today, Mike Odor, Head of Annuity Sales at Midland National Life Insurance Company and Branislav Nikolic, Managing Director, Head of Insurance at The Index Standard join us to talk about a new approach to guiding agents on how to think about recommending FIA index strategy allocations. They share insights on how the Index Standard is helping to streamline the decision-making process for agents and consumers. The conversation covers the evolution of FIA products, the importance of trust in index

en

34:05

242 - Sheryl J. Moore on the Future of Annuity...

That Annuity Show ·

2024/10/25

Join host Paul Tyler and annuity professional Sheryl J. Moore for an illuminating discussion on the transformation of the annuity market. From innovative product design to illustration challenges, Moore shares invaluable insights on making annuities more accessible to consumers. With co-hosts Tisa Rabun-Marshall and Bruno Caron. Chapters: 0:00 - Introduction 5:13 - Current State of Annuity Market 13:54 - Monte Carlo Analysis in Retirement Planning 20:05 - Product Innovation and Complexity 24:05

en

42:33

241 Lesley Mann and David Macchia on Redefining...

That Annuity Show ·

2024/10/18

In this enlightening episode, GBU Life's Chief Marketing Officer Lesley Mann and Wealth2K founder David Macchia discuss innovative approaches to retirement planning. They introduce the concept of a "defined benefit investor" and explore how new annuity products can provide guaranteed income for younger generations. The conversation delves into the challenges of modernizing the insurance industry, the importance of digital experiences, and the need to adapt products for changing demographics,

en

43:43

240 - Jan Buchsbaum and Speeding Annuities to Market

That Annuity Show ·

2024/10/04

Summary In this episode of That Annuity Show, Paul Tyler introduces a new chapter for the podcast, featuring co-hosts Tisa Rabun-Marshall, Bruno Caron, and Michael Celi, Chief Product Officer for Zinnia. The discussion revolves around the evolution of the insurance industry, particularly focusing on product design, innovation, and the importance of understanding consumer needs. Jan Buchbaum, Chief Product Officer for Nassau Financial Group shares insights from his journey in the insurance sector and

en

48:17

239 - Improving Customer Experience to Grow Annuity...

That Annuity Show ·

2024/09/20

In this episode of The Annuity Show, Paul Tyler, Ramsey Smith, and Tisa Rabun-Marshall interview Justin Wee and Jayant Walia from Gainbridge Insurance, A Group 1001 Company. They discuss the innovative approach of Gainbridge, a financial collective of companies focused on insurance products. Gainbridge aims to reach underserved markets, particularly tech-savvy and younger individuals, by providing accessible and transparent annuity products. They emphasize the importance of education and

en

19:10

238 - Is The AI Industry In A Bubble with David...

That Annuity Show ·

2024/09/09

In this episode, Paul Tyler interviews David Czerniecki, Nassau's Chief Investment Officer, and discusses the impact of interest rates, AI, presidential elections, and global conflicts on the insurance industry and the global economy. They talk about the expectations of interest rate cuts by the Fed and the implications for the insurance industry. They also discuss the potential bubble in AI stocks and the long-term impact of presidential elections on the economy. Additionally, they touch on the

en

22:14

237 - The Future of Retiretech With Michael Kalen

That Annuity Show ·

2024/08/22

In this episode of That Annuity Show, the hosts discuss the latest headlines in Retiretech and interview Michael Kalen, the CEO of Covr. They explore the impact of technology on retirement planning, the role of annuities in financial planning, and the changing landscape of the industry. They also touch on the influence of regulation and the potential for AI in the future. The conversation highlights the importance of data, transparency, and innovation in solving the retirement income problem

en

33:35

236 - Finding Success In Worksite Marketing With The...

That Annuity Show ·

2024/08/16

In this episode of That Annuity Show, the discussion revolves around the evolving landscape of workplace marketing for brokers, producers, and advisors in the insurance industry. The guests, Ash Rofail, Yuval Sternshos, and David Cohen, the management team of OneKonnect, discuss the role of technology, data, and AI in improving the user experience, optimizing benefits, and increasing sales in the insurance industry. They highlight the importance of automation, data monitoring, and predictive

en

39:31

235 - Why I Bought Fixed Annuities With Sheryl J. Moore

That Annuity Show ·

2024/08/09

In this episode of That Annuity Show, hosts Paul Tyler, Ramsey Smith, and Bruno Caron interview Sheryl J. Moore, Chief Storyteller of Wink, Inc. and author of a new book on indexed annuities. The discussion covers various aspects of the annuity industry, including product complexity, consumer education, and common misconceptions about annuities. Sheryl shares her personal experiences and insights, offering a unique perspective on the challenges and opportunities in the annuity market. Topics:

en

55:01

234 - A Fresh Perspective On Retirement Solutions...

That Annuity Show ·

2024/08/02

In this episode of That Annuity Show, the hosts are joined by Arun Muralidhar, an expert in retirement security. Arun shares his journey and insights into the retirement industry, including his fight against the privatization of pensions and the need for guaranteed retirement income. He introduces the concept of Selfies (Standard of Living, Indexed, Forward Starting, Income Only Securities), a bond-like instrument that provides a steady stream of cash flows in retirement. Arun discusses the benefits

en

33:00

233 - Finding, Funding and Improving The Future...

That Annuity Show ·

2024/07/26

Join us as we revisit a panel discussion from Retiretech Vegas, April 2024: When should retirement planning start? How should the experience change not only for Baby Boomers but for Millenials, Gen Z, and Gen Y? We will talk about innovations in product and engagement that will change how the process occurs in the future. Moderator: Jonathan Kalman, EOS Ventures Speakers: Alison Susko, Asset–Map; David Macchia, Wealth2K; Farooq Sheikh, Unqork; Sri Reddy, Principal Financial Group Learn more about

en

35:09

232 Seeking Stable Growth - Designing The Next...

That Annuity Show ·

2024/07/19

Join us as we revisit a panel discussion from Retiretech Vegas, April 2024 Seeking Stable Growth - Designing The Next Generation of Annuities In the past decade, interest in fixed-indexed annuities has surged, grabbing a substantial market share. With ongoing innovation in indices and shifts in the macroeconomic landscape, various crediting strategies have emerged. Looking ahead to 2024, amidst persistent high rates and market volatility, what transformations can we expect in our products? And,

en

40:09

231 - Creating An Annuity Marketing Assistant With AI

That Annuity Show ·

2024/07/12

In this episode, Paul Tyler, Tisa Rabun-Marshall, Laura Dinan Haber, and Heather Brown discuss the challenges and opportunities of implementing AI in the insurance industry. They highlight the importance of making digital marketing expertise accessible for agents and the need for customized content at scale. The team shares their experiences with generative AI and the feedback they have received from agents. They also discuss the challenges of keeping up with the rapidly changing technology

en

48:34

230 - The Power Of Personal Branding With Ema Roloff

That Annuity Show ·

2024/07/05

Summary In this episode, Emma Roloff, co-founder of Roloff Consulting, discusses the power of personal branding and digital transformation in sales and marketing. She shares a three-step framework for digital growth strategies: educate, connect, and consult. Emma explains the different platforms and their target demographics, including LinkedIn for professionals, Facebook for older demographics, Instagram for a median age group, and TikTok for a wide range of age groups. She also emphasizes the

en

43:50

229 - Shifting Distribution and Changing Minds With...

That Annuity Show ·

2024/06/28

Summary In this episode of That Annuity Show, Jim Kerley discusses his report titled 'Shifting Distribution, Changing Mindset: Why Advisors Aren't Talking to Consumers About Life Insurance.' The report explores the reasons why some advisors are not discussing life insurance with their clients and the implications for the industry. Kerley's report emphasizes that there is a demand for life insurance, with 102 million people in the US being underinsured or without insurance. The problem lies in the

en

35:59

228 - The Shape of Distribution To Come

That Annuity Show ·

2024/06/21

Join us as we revisit a panel from Retiretech Vegas 2024: Consolidation has permanently changed the face of independent distribution forever. Or has it? We will explore the next phase of consolidation and new forms of distribution that may potentially evolve. Moderator: James Wong, Partners Advantage Speakers: Patrick Kelly, Signal Advisors; Tyler End, Retirable; Wes Severin, Symetra; Brian Lucius, Gradient Financial Group

en

24:37

227 - Quarterly Economic Update With David Czerniecki

That Annuity Show ·

2024/06/14

In this episode of That Annuity Show, Paul Tyler and David Czerniecki are joined by John Beshoory to discuss the energy sector and the impact of technology on the economy. They explore the fundamental changes happening in the energy sector, such as the shift towards renewable energy sources like solar and wind. They also discuss the role of technology, particularly AI, in driving energy consumption and its potential impact on productivity. The conversation touches on topics like inflation, the

en

38:00

226 - The Practical Problems of Turning Assets Into...

That Annuity Show ·

2024/06/06

Merging the worlds of investment and income planning is no small challenge. Mark Shemtob, Fellow of the Society of Actuaries and CFP does this every day with his clients. Mark approaches retirement income from three perspectives: as an actuary, working with individuals, and working with retirement plans. He emphasizes the importance of diversification and the combination of investments and annuities. Mark explains that for most people, it is almost always better to have some guarantee of income in

en

292 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 -...