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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

31:49

225 - Generating Retirement Prospects Online with a...

That Annuity Show ·

2024/05/31

In this episode, Paul Tyler, Bruno Caron, and Ramsey Smith interview Alex Khassa, CEO and founder of Clients Black Box, Inc., about his success in helping financial advisors get more clients virtually using Facebook ads. Alex shares his backstory and how he transitioned from being a fractional CMO to focusing on helping financial advisors. He explains his unique approach to Facebook ads and the importance of creating multiple variations of ads to find what works best. Alex also emphasizes the need

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44:03

224 - Using AI to Generate Real-Time Market Insights...

That Annuity Show ·

2024/05/24

In this episode of That Annuity Show, the hosts discuss the use of AI in financial advisory services with guest Jens Nordvig, CEO of Exante Data and co-founder and CEO of Market Reader. Nordvig explains how Market Reader uses AI to generate real-time market insights and explanations for various assets and events. The tool scans multiple sources, including news wires and social media, with the goal of providing concise and accurate explanations of market movements. The hosts explore the potential

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25:38

223 - Tech Modernization: Retiretech Keynote feat....

That Annuity Show ·

2024/05/17

Today's episode is a special keynote recorded at RetiretechTM Vegas on April 9, 2024, where host Paul Tyler welcomes Michele Trogni, CEO of Zinnia, to discuss the transformative impact of technology on the life annuity and health business. Trogni highlights how technology is bringing transparency, simplification, standardization, and productivity to the industry, revolutionizing the retirement sector. The discussion covers the importance of embedded distribution, enabling advisors to service clients

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44:44

222 - Bridging the Gap: Annuities in Retirement Planning

That Annuity Show ·

2024/05/10

Join hosts Paul Tyler, Tisa Rabun-Marshall, Bruno Caron, Ramsey Smith, and guest Graham Clark from Alex Income as they delve into the pivotal role annuities can play in retirement planning. Learn more about ALEX.fyi: and ALEXIncome: Connect with Ramsey Smith, Founder and CEO: Connect with Graham Clark, Partner and Head of Product: Tune in to the full episode catalogue:

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36:14

Navigating Retirement Futures: Unveiling the...

That Annuity Show ·

2024/05/03

In this episode, we delve into the dynamic landscape of annuities and retirement markets, exploring the promising opportunities of 2024 amidst the evolving Retiretech scene. Join moderator Doug Roth of CT Innovations and industry experts Ray Jang from Primetime Partners, Marie-Christine Razaire representing Northwestern Mutual Future Ventures, and Andrew Wegrzyn of SixThirty Ventures as they discuss strategies for making smart bets on the future of retirement. Discover insights on navigating the

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40:37

Insuring Tomorrow: Navigating AI, Regulation, and...

That Annuity Show ·

2024/04/26

In this episode of That Annuity Show, recorded live at RetiretechTM Vegas, we delve into the dynamic interplay between technology, regulation, and innovation within the insurance industry. Our panelists, including Commissioners Andrew Mais from Connecticut, Nathan Houdek from Wisconsin, Kathleen Birrane from Maryland, and Troy Downing from Montana, along with moderator George Esposito of Zinnia, lead a discussion on the pivotal role of artificial intelligence (AI) in reshaping the landscape of

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27:10

219 - Joe Jordan Live From Retiretech Las Vegas

That Annuity Show ·

2024/04/18

On April 8-10, we held our third RetiretechTM event...this time in Las Vegas. Joe Jordan joined us as a keynote speaker. The next day, we caught up with him in the expo hall of RetiretechTM Las Vegas and talked to him more about the future of purpose-driven retirement planning. Learn more: https://imagine.nfg.com/retiretech-2024/

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35:00

218 - Annuities and The Income Path with Tamiko...

That Annuity Show ·

2024/04/04

Tamiko Toland and Michael Finke join us today as founders of Income Path. Income Path is a tool that visualizes retirement income paths and the impact of annuities on that journey. A conversation with Bill Sharpe in 2018 provided the spark for this new venture. The tool aims to shift the narrative from fear-based discussions to positive outcomes and flexibility. It allows individuals to modulate their annuity allocation and equity allocation to create the desired income path. The target audience for

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42:11

217 - The Peak 65 Zone Is Here With Jason Fichtner

That Annuity Show ·

2024/03/22

217 - The Peak 65 Zone Is Here With Jason Fichtner Jason Fichtner, Chief Economist, Bipartisan Policy Center & Executive Director, Retirement Income Institute, Alliance for Lifetime Income joins us today to talk to us about his latest paper. Jason recently released the 2024 edition of “The Peak 65® Zone Is Here – Creating A New Framework For America’s Retirement Security". On our show, Jason Fichtner discusses this paper, the retirement income challenge, and the need for protected income

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36:03

218 - Laying the Foundation For Better Plan Advice...

That Annuity Show ·

2024/03/16

In this episode, Bonnie Treichel, Founder and Partner of Endeavor Law, discusses the Retirement Income Certification program and its benefits for advisors. She explains that the program provides free and objective education on in-plan retirement income. The target audience for the program includes both upmarket consultants and small to mid-size RIAs. Bonnie also highlights the progress in retirement income education and the increasing demand for guaranteed income solutions. She emphasizes the

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18:38

216 - Managing A Soft Landing For The Economy Despite...

That Annuity Show ·

2024/03/15

In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discusss various economic topics, including China's economic slowdown, energy prices, inflation, and global conflicts. They explore the implications of these issues on the global economy and provide insights into potential future developments. Takeaways China's economic slowdown has implications for the equity markets, interest rates, and global growth. Energy prices have remained stable despite conflicts and

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42:06

215 - Learning About Empathy With Ron Gura

That Annuity Show ·

2024/03/08

Summary Ron Gura, the co-founder and CEO of Empathy joins us today on our show. Empathy aims to provide support and guidance to individuals who have lost a loved one, helping them navigate the administrative and emotional aspects of the process. He shares his personal journey and the inspiration behind starting Empathy. The conversation delves into the workflow and touchpoints of Empathy's services, the co-branded experience for carriers and producers, and the impact of Empathy's services on

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40:10

214 - How The Annuity Industry Will Continue to...

That Annuity Show ·

2024/02/29

Summary Andrew Unkefer, an industry legend joins us to talk about the importance of relationships in the industry, the impact of technology, the future of the producer and IMO space, the shift to virtual meetings, consolidation in the industry, the impact of regulation, and the integration of estate planning and financial solutions. Andrew also shares his personal focus and future plans. Takeaways Relationships are still a key aspect of the insurance industry and producers and IMOs that prioritize

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44:44

213 - Building A Next Generation Service And...

That Annuity Show ·

2024/02/20

Zinnia provides technology and administrative services to over 40 life, annuity, and retirement carriers. We had the opportunity to discuss the future of insurance service and technology with Michele Trogni, CEO at Zinnia and Operating partner at Eldridge, and George Esposito, General Counsel, Head of Business Development for Zinnia in their Greenwich, CT offices. As it just so happened, Zinnia announced that it will acquire Ebix Inc.'s Life and Annuity software assets shortly after we met. We

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34:18

212 - Navigating New Proposed DOL Rules With Michelle...

That Annuity Show ·

2024/02/16

Summary In this episode, Paul Tyler and his guests discuss the Department of Labor's new rules and their implications for insurance agents. They explore the impact on independent agents and the potential migration towards the RIA industry. The conversation also touches on public policy considerations and the need for proper regulation. Michelle Richter-Gordon shares her insights and highlights the importance of understanding the new rules and their potential risks. The episode concludes with a

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43:17

211 - The Future Shape of Annuities Distribution With...

That Annuity Show ·

2024/02/08

Summary James Wong, our guest today, shares his perspective on the future of annuity distribution. The main takeaway…build strong relationships today in order to navigate the changing landscape of the industry tomorrow. The conversation covers industry associations, survey work, product innovation, acquisitions, and the implications for agents and agencies. James also introduces the concept of the Founder's Chair, which aims to support entrepreneurs in the insurance industry.

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31:57

210 - Using Behavioral Finance To Strengthen Your...

That Annuity Show ·

2024/02/02

Summary In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall interview Marshall Heitzman, VP of Advanced Planning Consulting at TruStage. They discuss the role of annuities in comprehensive planning and the importance of understanding clients' values and goals. Marshall shares his personal experience with behavioral finance techniques and how they can help advisors connect with clients on a deeper level. They also explore the evolution of annuity products and the benefits of

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36:31

209 - Crossing MYGAs and FIAs With Bobby Samuelson

That Annuity Show ·

2024/01/25

Summary In this episode of That Annuity Show, Bobby Samuelson, President of Life Innovators, discusses the current state of the annuity market and the challenges and opportunities it presents. He highlights the entry of new companies into the market and the different strategies they employ. Bobby also discusses the role of proprietary indices in annuities and the need for innovation in product development. He emphasizes the importance of technology in enabling advisors to tell the annuity story more

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31:28

208 - Improving the #AnnuityUX in 2024 With David...

That Annuity Show ·

2024/01/12

“208 - Improving the #AnnuityUX in 2024 With David Hanzlik" Summary In this episode, Paul Tyler, Ramsey Smith, and Dave Hanzlik discuss the annuity industry and the changes that occurred in 2023. They talk about the rebranding of TruStage, the growth in annuity sales driven by the rate environment, and the success of fixed annuities and fixed indexed annuities. They also explore the potential for growth in niche markets, such as deferred income annuities, and the role of registered index-linked

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42:32

207 - Making The Most of Tech To Build Your Business...

That Annuity Show ·

2024/01/05

Summary Ema Roloff, Co-Founder and Principal Consultant of Roloff Consulting, discusses the challenges and opportunities of digital transformation in the annuity and broader insurance industry. She emphasizes the importance of addressing legacy systems and the education gap in digital literacy. Ema provides insights on how to start building digital literacy and recommends finding reliable sources for learning. She also discusses the fear associated with AI and the need to overcome it by focusing

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292 results

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