All Episodes
That Annuity Show — 299 episodes · page 1 of 3
293 - Building Retirement Confidence: Insights From LIMRA's Latest Research
292 – Connecting Medicare, Income, and Long-Term Care with Vince Bodnar
291 Annuity Industry Trends and Shifts with AM Best's Researcher Jason Hopper
290 - Bruno Caron and Anthony McSwieney on Navigating the Insurance Rating Landscape
289 - Embracing Empathy and Innovation in Insurance with Maria Ferrante-Schepis
288 - The DOL Fiduciary Rule: Where Things Stand Today
287 - The Future of Claims Processing: Insights from Brent Williams
286 - Nassau's CIO on Inflation, Interest Rates, and the Economic Impact of AI
285 - AI and Tech: What's Next for Annuities? Insights from David Novak
284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)
283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow
282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA
281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications
280 - AI, People, and Change: Jim Kerley Live from LIMRA
279 - A Discussion on the Future of Insurance Technology with Aspida's CIO and CTO
278 - Nassau's CIO Joe Orofino on Fed Cuts, AI Risks, and Social Security
Rerelease 262 – All Things MYGA with Jeff Affronti
277 - Joe Jordan on Navigating Change In World of Advice
276 - AM Best's Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities
275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry
274 - Joe Nunes on Navigating the Future of Retirement Planning
273 - Kartik Sakthivel on Driving AI Innovation Across The Insurance Industry
272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers
271 - Prudential, Global Atlantic, Conning & Zinnia on AI Transformation
270 - Nassau's David Czerniecki On Tariffs, Bonds, and Nuclear Reactors
268 - Miles O'Keefe On Navigating Life's Transitions: Financial, Healthcare, and Funeral Planning
267 - Roger Kahlon on Digital Transformation in the Annuity Industry
266 - Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income
265 - Philip Chao on Building Guaranteed Income At The Workplace
264 - Oceanview's Ben Faught on The Pricing Challenges of Annuities
263 -Tom Totten and Building Lifetime Income through ESOPs
262 - All Things MYGA with Jeff Affronti
261 - In-Plan Annuities 101 with Ramsey Smith & Graham Clark
260 - Deloitte's Dan McCoach on AI, Cyberthreats and Transforming the Insurance Industry
259 - Nassau's David Czerniecki on Tariffs, AI and Productivity
258 - ALEXIncome's Ramsey Smith and Graham Clark on In-plan Annuities
257 - Security Benefit's Toby Leonard on Growing Annuity Sales in the RIA Channel
256 - Celent's Karen Monks on Technology Trends
255 - Oceanview's Jim Ryan on Building Success Through Simplicity
254 - IRI's Katherine Dease On Transforming Annuities - Turning Data Challenges Into Digital Solutions
253 - Sheryl Moore with Michele Trogni on Transforming Retirement
252 - Catching Up With Joe Jordan
251 - Arun Muralidhar on SeLFIES And A New Option for Retirement Security
250 - Josh Everett and Team Discuss The Impact of India on the U.S. Annuity Market
248 - Kerra Bolton - Telling The Story Of Retirement Planning
248 - David Czernieki on Tariffs, AI, & Nuclear Power
247 - ITC: Climate, Risk, and Retirement Security
246 - Suzanne Norman and The Emotional Landscape of Retirement
245 - ITC: AI Innovation in Life Insurance & Annuities
244 - Sri Reddy on Navigating The Annuity Landscape
243 - Mike Odor and Branislav Nikolic on Making Sense of FIA Allocations
242 - Sheryl J. Moore on the Future of Annuity Innovation
241 - Lesley Mann and David Macchia on Redefining Retirement Security
240 - Jan Buchsbaum and Speeding Annuities to Market
239 - Improving Customer Experience to Grow Annuity Sales
238 - Is The AI Industry In A Bubble with David Czerniecki
237 - The Future of Retiretech With Michael Kalen
236 - Finding Success In Worksite Marketing With The OneKonnect Team
235 - Why I Bought Fixed Annuities With Sheryl J. Moore
234 - A Fresh Perspective On Retirement Solutions With Arun Muralidhar
233 - Finding, Funding and Improving The Future Retirement of GenX and GenZ
232 - Seeking Stable Growth - Designing The Next Generation of Annuities
231 - Creating An Annuity Marketing Assistant With AI
230 - The Power Of Personal Branding With Ema Roloff
229 - Shifting Distribution and Changing Minds With Jim Kerley
228 - The Shape of Distribution To Come
227 - Quarterly Economic Update With David Czerniecki
226 - The Practical Problems of Turning Assets Into Income With Mark Shemtob
225 - Generating Retirement Prospects Online with a Smaller Budget With Alex Khassa
224 - Using AI to Generate Real-Time Market Insights With Jens Nordvig
223 - Tech Modernization: Retiretech Keynote feat. Michele Trogni
222 - Bridging the Gap: Annuities in Retirement Planning
221 - Navigating Retirement Futures: Unveiling the Investment Horizons of 2024
220 - Insuring Tomorrow: Navigating AI, Regulation, and Innovation
219 - Joe Jordan Live From Retiretech Las Vegas
218 - Annuities and The Income Path with Tamiko Toland and Michael Finke
217 - The Peak 65 Zone Is Here With Jason Fichtner
216 - Managing A Soft Landing For The Economy Despite Global Turbulence With David Czerniecki
215 - Learning About Empathy With Ron Gura
214 - How The Annuity Industry Will Continue to Evolve With Andy Unkefer
213 - Building A Next Generation Service And Technology Provider with Michele Trogni
212 - Navigating New Proposed DOL Rules With Michelle Richter-Gordon
211 - The Future Shape of Annuities Distribution With James Wong
210 - Using Behavioral Finance To Strengthen Your Practice With Marshall Heitzman
209 - Crossing MYGAs and FIAs With Bobby Samuelson
208 - Improving the #AnnuityUX in 2024 With David Hanzlik
207 - Making The Most of Tech To Build Your Business In 2024 With Ema Roloff
206 - The Year End Economic Wrap Up With David Czerniecki
205 - The (Not So) Mortal Threat To Advisors with David Macchia
204 - Trends With Traction In The Annuity Market with Tamiko Toland
203 - Risks That Matter to Companies And Individuals with Tamara Burden
202 - Quarterly Economic Outlook with David Czerniecki
201 - The End of Leads As We Know Them With Danny Greeson
200 - Playing The Long Game in The Retirement Industry With Scott Stolz
199 - Making Social Security Conversations Easier With Jeff Quigley
198 - State of the State of the Retirement Industry With Jim Kerley
197 - Annuities for Dummies With Kerry Pechter
196 - Creating New Experiences and Clients in the Metaverse with Panos Leledakis
195: Using AI & QR Codes to Collapse Lead Funnels With Jay Wolff
194 - Finding New Ways To Speed Retirement Savings With Dario Fusato