That Annuity Show

Dec 06 2024 253 ep. 36 mins 32
That Annuity Show Podcast artwork

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.

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247 - ITC: Climate, Risk, and Retirement Security

Dec 06 2024 41 mins  
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;

246 - Suzanne Norman and The Emotional Landscape of Retirement

Nov 29 2024 45 mins  
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 de

245 - ITC: AI Innovation in Life Insurance & Annuities

Nov 22 2024 41 mins  
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" framew

244 - Sri Reddy on Navigating The Annuity Landscape

Nov 15 2024 48 mins  
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 solu

243 - Mike Odor and Branislav Nikolic on Making Sense of FIA Allocations

Nov 01 2024 41 mins  
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 proces

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

Oct 25 2024 34 mins  
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

241 - Lesley Mann and David Macchia on Redefining Retirement Security

Oct 17 2024 42 mins  
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 insu

240 - Jan Buchsbaum and Speeding Annuities to Market

Oct 04 2024 43 mins  
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

239 - Improving Customer Experience to Grow Annuity Sales

Sep 20 2024 48 mins  
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 individua

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

Sep 09 2024 19 mins  
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 bu