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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

36:57

284 - Qiyun Cai on Why Insurance Agencies Leave Money...

That Annuity Show ·

2025/10/31

Summary In this episode of That Annuity Show, Paul Tyler and Bruno Caron engage with Qiyun Cai, founder and CEO of Fintary, to discuss the challenges and innovations in the insurance industry, of managing and optimizing compensation and revenue. Qiyun shares her background in insurance and technology, explaining how Fintary aims to streamline revenue growth through flexible compensation structures and automation. The conversation delves into the complexities of multi-level distribution, the

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40:27

283 - Portable, Bundled, Digital: Life Insurance for...

That Annuity Show ·

2025/10/24

In this episode of That Annuity Show, Paul Tyler, Tisa Rabun-Marshall, and Bruno Caron talk with Samantha Chow from Capgemini to discuss the findings of the World Life Insurance Report. They explore consumer sentiment towards life insurance, the challenges of product design, and the importance of education in the industry. The conversation highlights global trends, the impact of societal shifts on insurance needs, and the necessity for flexible, bundled products that cater to the modern consumer

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07:03

282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA

That Annuity Show ·

2025/10/10

Live from the LIMRA Annual Conference, hosts Paul Tyler and guest co-host, Tom Rios sit down with Ken Leibow of InsurTech Express—a relentless chronicler of what’s actually working across carriers and vendors. Ken breaks down the shift from AI talk to agentic AI doing, with underwriting workbenches embedding decision engines, Rx/MIB data, and scoring to move closer to instant decisions at point of sale. He maps today’s reality in service and claims—AI clearing level-one while humans handle

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16:54

281 - Live from LIMRA - Next-Gen Policy Delivery and...

That Annuity Show ·

2025/10/03

Live from the LIMRA Annual Conference, host Paul Tyler and guest host, Tom Rios explore the future of carrier communications with Stephanie Warren and Tim Mader of O’Neil Digital Solutions. The conversation looks beyond today’s PDFs to a unified, intelligent platform where print and digital are orchestrated together—with auto-failover (email → mail), real-time delivery confirmation for agents, and 10-year, regulation-ready audit trails. They sketch what’s next: dynamic, personalized content (QR

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22:31

280 - AI, People, and Change: Jim Kerley Live from LIMRA

That Annuity Show ·

2025/09/26

Recorded live on the floor of the LIMRA Annual Conference, host Paul Tyler and guest host, Tom Rios sit down with Jim Kerley, Managing Partner at Clearview Partners, for a candid conversation on what really moves the needle: going deep with AI (not broad), building a clear roadmap, and supporting people through constant change. Jim shares pragmatic guidance for carrier executives—how to future-proof your career, reduce organizational stress, upskill teams, and use industry resources and peer

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46:38

279 - A Discussion on the Future of Insurance...

That Annuity Show ·

2025/09/19

Join That Annuity Show hosts for an insightful discussion with Chief Information Officer, Alex Seidita, and Chief Technology Officer, Jason Pedone of Aspida. Hear about the benefits of an API-first architecture for straight-through processing and how they're exploring AI as a productivity multiplier rather than job replacement. The conversation explores the future of insurance technology, industry-wide data standardization challenges, and why emerging opportunities in RIA wealth channels, in-plan

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12:01

278 - Nassau's CIO Joe Orofino on Fed Cuts, AI Risks,...

That Annuity Show ·

2025/09/05

Nassau Financial Group's Chief Investment Officer, Joe Orofino joins Paul Tyler to analyze the current economic landscape and its impact on retirement planning. They examine how Federal Reserve rate cuts affect annuity products, discuss inflation expectations hovering around 3%, and explore the looming Social Security funding crisis. Orofino explains why higher long-term interest rates benefit the annuity industry and shares insights on portfolio diversification strategies, including concerns about

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36:01

Rerelease 262 – All Things MYGA with Jeff Affronti

That Annuity Show ·

2025/08/29

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 purpose of annuity laddering, and common strategies for younger investors. Jeff shares insights on using MYGAs for retirement income, the impact of inflation on annuities, and some of 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

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43:37

277 - Joe Jordan on Navigating Change In World of Advice

That Annuity Show ·

2025/08/15

Joe Jordan explores the importance of purpose in retirement, the impact of demographics, and the role of technology, including AI. Joseph emphasizes the significance of life insurance and social security in financial planning, advocating for a human-centered approach to financial services. The conversation highlights the need for advisors to adapt to changing client needs and the importance of understanding the emotional aspects of financial decision-making. Listen now where you get your podcasts

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42:07

276 - AM Best’s Jason Hopper on How Rising Rates and...

That Annuity Show ·

2025/08/08

In this episode of That Annuity Show, Paul Tyler, Tisa Rabun-Marshall, and Bruno Caron speak with Jason Hopper of AM Best about the rapidly evolving annuity market. They discuss emerging product trends, the growing role of private equity and asset managers, shifts in asset portfolio strategies, and how credit risk evaluation is adapting to changing market conditions. The conversation also explores the reinsurance space, spotlighting new market entrants and the regulatory complexities shaping the

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32:31

275 - Magnifact's Krish Krishnan on Rewiring the...

That Annuity Show ·

2025/07/11

Summary In this episode of That Annuity Show, Paul Tyler speaks with Krish Krishnan, CEO and founder of Magnifact, about the company's mission to streamline data aggregation in the insurance industry. They discuss the challenges of data management, the importance of digital transformation, and how AI is set to revolutionize the industry. Krish shares insights on the evolving relationships between carriers and distributors, the need for mobility in insurance, and his predictions for the future of

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40:56

274 - Joe Nunes on Navigating the Future of...

That Annuity Show ·

2025/07/04

In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and guest Joe Nunes discuss the evolution of retirement planning, focusing on the shift from defined benefit (DB) to defined contribution (DC) plans. They explore the challenges faced by retirees today, the role of annuities, and the importance of adequate contributions to ensure financial security in retirement. The conversation also highlights the differences between the US and Canadian retirement systems, innovations in retirement

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38:35

273 - Kartik Sakthivel on Driving AI Innovation...

That Annuity Show ·

2025/06/27

In this episode, Paul Tyler interviews Kartik Sakthivel, Vice President and CIO of LIMRA, discussing the transformative impact of AI on the insurance industry. They explore the evolution of AI, its ethical implications, and the importance of governance. Kartik shares insights from his personal journey in the industry and emphasizes the need for AI literacy and operational efficiency. The conversation highlights the potential of AI to expand access to insurance and the importance of innovation from

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40:44

272 - Hedgeness Founder Jay Singh on Embedding AI In...

That Annuity Show ·

2025/06/20

In this episode, Paul Tyler and Tisa Rabun-Marshall discuss the intersection of annuities and AI with Jay Singh, founder of Hedgness. Jay and our hosts explore innovation in the annuity space, the importance of compliance, and how AI can enhance sales efficiency without disrupting existing workflows. Jay shares insights on successful AI implementation, the significance of meeting users where they are, and the potential ROI from AI adoption. The conversation also delves into specific use cases,

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38:03

271 - Prudential, Global Atlantic, Conning & Zinnia...

That Annuity Show ·

2025/06/13

Join executives from Prudential, Global Atlantic, Conning and Zinnia as they dive deep into how artificial intelligence is reshaping the life and annuity industry. Recorded at Hartford AI Day, this candid panel explores the real ROI of AI investments, the dramatic potential for call center cost reduction, and the critical 90% challenge that isn't technology—it's changing human behavior. Learn more at and more on Hartford AI Day at

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22:11

270 - Nassau's David Czerniecki On Tariffs, Bonds,...

That Annuity Show ·

2025/06/06

In this episode, Paul Tyler and David Czerniecki discuss the current state of the markets, focusing on the interplay between tariffs, inflation, and economic indicators. They explore the implications of the bond market dynamics on the annuity industry, the impact of rising interest rates, and the role of AI and energy in shaping future market trends. David provides insights into the challenges posed by the rising deficit and the potential for economic growth, while also addressing the importance of

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44:42

268 - Miles O'Keefe On Navigating Life's Transitions:...

That Annuity Show ·

2025/05/23

In this episode of That Annuity Show, Paul Tyler and Laura Dinan Haber welcome Miles O'Keefe, who shares his journey in the funeral and financial planning industry. The conversation explores the intersection of Medicare and financial planning, the role of technology in enhancing human-centered services, and the challenges of navigating change in the funeral industry. They discuss communication trends in sensitive situations and the importance of maintaining a human touch in a rapidly evolving

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32:03

267 - Roger Kahlon on Digital Transformation in the...

That Annuity Show ·

2025/05/09

In this episode of That Annuity Show, host Paul Tyler welcomes Roger Kahlon, Vice President and Head of Consulting at Zinnia, to discuss key takeaways from the recent IRI Annual Conference. They explore the industry's digital transformation journey, including the Digital First initiative, the growing importance of Contingent Deferred Annuities (CDAs), and the need for standardization and collaboration to expand the marketplace. Roger shares valuable insights on how carriers can overcome

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39:38

266 - Bill Bengen, The Creator of the 4% Rule, Looks...

That Annuity Show ·

2025/05/02

In this episode of That Annuity Show, we welcome Bill Bengen, the creator of the 4% rule, to discuss the evolution of retirement planning strategies. Bill shares insights into the origins of the 4% rule, its mechanics, and how it has been adapted in his upcoming book. The conversation delves into the eight essential elements of a comprehensive retirement withdrawal plan, the impact of inflation and market valuation on withdrawal rates, and the role of annuities in retirement income. Bill provides

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50:39

265 - Philip Chao on Building Guaranteed Income At...

That Annuity Show ·

2025/04/25

Philip Chao, a leading voice in the 401(k) space shares his sharp focus on creating guaranteed retirement income. The conversation explores Philip's background, his companies, and the evolving landscape of annuities within retirement plans. Key themes include the role of fiduciaries, the integration of annuities into target date funds, and the future of guaranteed income products in the retirement market. In this conversation, Philip Chao discusses the evolution and importance of Target Date Funds

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291 results

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