Category: Podcast
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264 – Oceanview’s Ben Faught on The Pricing Challenges of Annuities
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.
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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.
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261 – In-Plan Annuities 101 with Ramsey Smith & Graham Clark
261 – In-Plan Annuities 101 with Ramsey Smith & Graham Clark
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260 – Deloitte’s Dan McCoach on AI, Cyberthreats and Transforming the Insurance Industry
Deloitte’s Dan McCoach on AI, Cyberthreats and Transforming the Insurance Industry
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259 – Nassau’s David Czerniecki on Tariffs, AI and Productivity
Nassau’s David Czerniecki on Tariffs, AI and Productivity
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258 – ALEXIncome’s Ramsey Smith and Graham Clark on In-plan Annuities
ALEXIncome’s Ramsey Smith and Graham Clark on In-plan Annuities
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257 – Security Benefit’s Toby Leonard on Growing Annuity Sales in the RIA Channel
The conversation highlights the importance of education, technology, and the impact of AI on the insurance industry. They also explore market trends, predictions for annuity sales, and the significance of annuities in the RIA space.
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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 industry.
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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.
