That Annuity Show

Mar 07 2025 264 ep. 36 mins 34
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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258 - ALEXIncome's Ramsey Smith and Graham Clark on In-plan Annuities

Mar 07 2025 49 mins  
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 a

257 - Security Benefit's Toby Leonard on Growing Annuity Sales in the RIA Channel

Feb 28 2025 35 mins  
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. T

256 - Celent's Karen Monks on Technology Trends

Feb 21 2025 43 mins  
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 mod

255 - Oceanview's Jim Ryan on Building Success Through Simplicity

Feb 14 2025 25 mins  
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

254 - IRI's Katherine Dease On Transforming Annuities - Turning Data Challenges Into Digital Solutions

Feb 07 2025 37 mins  
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

253 - Sheryl Moore with Michele Trogni on Transforming Retirement

Jan 31 2025 24 mins  
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 technol

252 - Catching Up With Joe Jordan

Jan 24 2025 33 mins  
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 empha

251 - Arun Muralidhar on SeLFIES And A New Option for Retirement Security

Jan 17 2025 43 mins  
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

250 - Josh Everett and Team Discuss The Impact of India on the U.S. Annuity Market

Jan 10 2025 36 mins  
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 impr

248 - Kerra Bolton - Telling The Story Of Retirement Planning

Dec 20 2024 33 mins  
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 an