PODCAST · business
That Annuity Show
by 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.
Episodes
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293 - Building Retirement Confidence: Insights From LIMRA's Latest Research
Most pre-retirees have considered how they will generate income in retirement, yet many have not translated that awareness into a current plan. Bill Nash of LIMRA joins Tisa Rabun-Marshall, Bruno Caron, and Ramsey Smith to discuss findings from LIMRA's 2026 Retirement Income Readiness Report and...
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292 – Connecting Medicare, Income, and Long-Term Care with Vince Bodnar
Retirees often consider the many facets of planning and their needs for later in life separately. Vince Bodnar, President and CEO of Lumos Insurance, joins co-hosts Tisa Rabun-Marshall, Ramsey Smith, and Bruno Caron to discuss how a more coordinated planning process may help individuals better...
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291 Annuity Industry Trends and Shifts with AM Best's Researcher Jason Hopper
In this episode of That Annuity Show, Tisa Rabun-Marshall, Ramsey Smith, and Bruno Caron discuss the current trends in the annuity market with Jason Hopper, A.M. Best's Associate Director of Industry Research and Analytics. They explore the recent Best's Special Reports covering industry shifts,...
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290 - Bruno Caron and Anthony McSwieney on Navigating the Insurance Rating Landscape
In this episode of That Annuity Show, Bruno Caron and Anthony McSwieney of CM Risk Consulting discuss the evolving insurance rating environment and the role of capital, reinsurance, and business strategy in the rating process. Anthony draws on his background in bank treasury and asset-liability...
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289 - Embracing Empathy and Innovation in Insurance with Maria Ferrante-Schepis
Empathy can play an important role in helping clients move from recognizing a need to feeling ready to take action. In a recent episode of The Annuity Show, Maria Ferrante-Schepis, founder of Think Worthy Consulting, discussed how insurance professionals can better understand the "invisible wall"...
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288 - The DOL Fiduciary Rule: Where Things Stand Today
What do recent legal and regulatory developments mean for financial professionals? In this episode, we examine the current status of the Department of Labor's fiduciary rulemaking efforts, the related litigation, and the implications for advisors, insurers, and the broader financial services...
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287 - The Future of Claims Processing: Insights from Brent Williams
Brent Williams, CEO of Benekiva, shares his journey from managing a large financial advisory firm to founding a claims automation company. He discusses industry challenges like legacy systems, fragmented data, and the transformative potential of AI in claims processing, emphasizing a…
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286 - Nassau's CIO on Inflation, Interest Rates, and the Economic Impact of AI
In this episode of the That Annuity Show, Nassau Financial Group's Chief Investment Officer, Joe Orofino, joins Tisa Rabun-Marshall and Mark Fitzgerald to discuss current economic trends and the factors shaping today's investment landscape. The conversation explores inflation, interest rate...
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285 - AI and Tech: What's Next for Annuities? Insights from David Novak
This episode of That Annuity Show brings together Paul Tyler, Bruno Caron, Tom Buckingham, James Wong and featured guest David Novak, CEO and Founder, Annuities Genius for a candid discussion on the intersection of AI and annuities. From conference insights to next-generation tools, they delve…
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284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)
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...
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283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow
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...
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282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA
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…
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281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications
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...
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280 - AI, People, and Change: Jim Kerley Live from LIMRA
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...
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279 - A Discussion on the Future of Insurance Technology with Aspida's CIO and CTO
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...
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278 - Nassau's CIO Joe Orofino on Fed Cuts, AI Risks, and Social Security
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...
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Rerelease 262 – All Things MYGA with Jeff Affronti
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...
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277 - Joe Jordan on Navigating Change In World of Advice
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...
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276 - AM Best's Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities
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…
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275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry
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…
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274 - Joe Nunes on Navigating the Future of Retirement Planning
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...
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273 - Kartik Sakthivel on Driving AI Innovation Across The Insurance Industry
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...
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272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers
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...
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271 - Prudential, Global Atlantic, Conning & Zinnia on AI Transformation
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...
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270 - Nassau's David Czerniecki On Tariffs, Bonds, and Nuclear Reactors
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...
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268 - Miles O'Keefe On Navigating Life's Transitions: Financial, Healthcare, and Funeral Planning
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...
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267 - Roger Kahlon on Digital Transformation in the Annuity Industry
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...
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266 - Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income
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...
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265 - Philip Chao on Building Guaranteed Income At The Workplace
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...
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264 - Oceanview's Ben Faught on The Pricing Challenges of Annuities
Today, we welcome Ben Faught, Chief Actuary at Oceanview Life. The conversation delves into the success story of Oceanview Life, its unique investment strategies focusing on mortgage-backed securities, and the challenges and considerations in pricing annuities. Ben shares insights on market…
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263 -Tom Totten and Building Lifetime Income through ESOPs
Tom Totten, an actuary and serial entrepreneur, shares his journey from a defined benefit consultant to advising companies on Employee Stock Ownership Plans (ESOPs). The conversation delves into the intricacies of ESOPs, their guarantees, and the liquidity risks associated with them. Tom…
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262 - All Things MYGA with Jeff Affronti
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…
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261 - In-Plan Annuities 101 with Ramsey Smith & Graham Clark
In this episode, Paul Tyler, Ramsey Smith, and Graham Clark discuss the emerging opportunities in in-plan annuities inside 401k plans. They explore the importance of guaranteed income, the skills needed for insurance carriers to compete effectively, and the strategic partnerships necessary for...
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260 - Deloitte's Dan McCoach on AI, Cyberthreats and Transforming the Insurance Industry
Paul Tyler and Bruno Caron welcome Deloitte's Insurance Practice leader Dan McCoach to discuss how technology is reshaping the life and annuity industry. The conversation explores four practical applications of AI delivering immediate value: automating developer workflows, enhancing back-office...
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259 - Nassau's David Czerniecki on Tariffs, AI and Productivity
In this episode of That Annuity Show, Paul Tyler and Chief Investment Officer, David Czerniecki of Nassau discuss the current economic landscape, focusing on tariffs, inflation, cryptocurrency, and the impact of AI on productivity. They explore the volatility of markets compared to the economy…
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258 - ALEXIncome's Ramsey Smith and Graham Clark on In-plan Annuities
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…
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257 - Security Benefit's Toby Leonard on Growing Annuity Sales in the RIA Channel
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...
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256 - Celent's Karen Monks on Technology Trends
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…
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255 - Oceanview's Jim Ryan on Building Success Through Simplicity
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...
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254 - IRI's Katherine Dease On Transforming Annuities - Turning Data Challenges Into Digital Solutions
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...
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253 - Sheryl Moore with Michele Trogni on Transforming Retirement
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...
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252 - Catching Up With Joe Jordan
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…
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251 - Arun Muralidhar on SeLFIES And A New Option for Retirement Security
div]:bg-bg-300 [&_.ignore-pre-bg>div]:bg-transparent [&_pre]:-mr-4 md:[&_pre]:-mr-9"> _*]:min-w-0"> 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,...
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250 - Josh Everett and Team Discuss The Impact of India on the U.S. Annuity Market
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…
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248 - Kerra Bolton - Telling The Story Of Retirement Planning
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...
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248 - David Czernieki on Tariffs, AI, & Nuclear Power
In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discuss the rapidly changing economic landscape, touching on global political trends, the implications of tariffs, market predictions, energy dynamics influenced by AI, and the impact of interest rates on the...
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247 - ITC: Climate, Risk, and Retirement Security
div]:bg-bg-300 [&_.ignore-pre-bg>div]:bg-transparent [&_pre]:-mr-4 md:[&_pre]:-mr-9"> _*]:min-w-0"> 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...
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246 - Suzanne Norman and The Emotional Landscape of Retirement
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,...
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245 - ITC: AI Innovation in Life Insurance & Annuities
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...
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244 - Sri Reddy on Navigating The Annuity Landscape
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…
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ABOUT THIS SHOW
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.
HOSTED BY
Nassau Financial Group
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Frequently Asked Questions
How many episodes does That Annuity Show have?
That Annuity Show currently has 299 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is That Annuity Show about?
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.
How often does That Annuity Show release new episodes?
That Annuity Show publishes regularly with 299 episodes available. Check the episode list for the typical release schedule.
Where can I listen to That Annuity Show?
You can listen to That Annuity Show on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts That Annuity Show?
That Annuity Show is created and hosted by Nassau Financial Group.
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