AI, Peak 65, and the Future of Annuity Advice for Agents

Send us Fan MailWhat happens when transparency, AI, and consumer advocacy collide with annuities?In this episode of The Modern Insurance Agent Podcast, we sit down with Jeremiah Konger, Founder & CEO of Annuity Association and co-host of the I Love Annuities Podcast.Jeremiah is one of the fastest-rising voices in the annuity space and for good reason. His company ranked #294 on the Inc. 5000 and #21 in Financial Services, but what truly sets him apart is how he’s scaling: with ethics, clarity, and consumer-first education at the center.We unpack how AI, digital shopping, and video-first education are reshaping annuity distribution, why Peak 65 represents a once-in-a-generation opportunity for insurance agents, and how modern advisors can win trust in an industry that desperately needs transparency.If you want to stay relevant, compliant, and ahead of where annuities are going, this is a must-listen.🧠 What You’ll Learn in This Episode🔹 Why digital annuity shopping is accelerating faster than most agents expect🔹 How AI is transforming annuity suitability, personalization, and workflows🔹 What Peak 65 means for retirement income planning over the next decade🔹 How transparency and consumer advocacy improve trust and retention🔹 Why video-first education outperforms traditional annuity sales conversations🔹 What agents should stop doing immediately when explaining annuities🚀 Key Takeaways for Insurance Agents✔ The annuity industry is shifting from sales-driven to education-driven✔ AI won’t replace advisors but it will replace inefficient ones✔ Consumers want clarity, comparison, and control✔ Transparency is becoming a competitive advantage, not a liability✔ The next decade of annuities belongs to advisors who modernize now📌 Connect with Jeremiah Konger:👉 https://annuityassociation.com👉 https://nesteasyannuities.com👉 https://www.linkedin.com/in/jeremiahkonger/Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group