Category: Podcast
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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.
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254 – IRI’s Katherine Dease On Transforming Annuities – Turning Data Challenges Into Digital Solutions
IRI’s Katherine Dease On Transforming Annuities – Turning Data Challenges Into Digital Solutions
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253 – Sheryl Moore with Michele Trogni on Transforming Retirement
Sheryl Moore with Michele Trogni on Transforming Retirement
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252 – Catching Up With Joe Jordan
Catching Up With Joe Jordan, a leading voice in purpose-driven planning, to discuss the evolving landscape of retirement.
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251 – Arun Muralidhar on SeLFIES And A New Option for Retirement Security
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 attracted 105,000 investors and raised…
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250 – Josh Everett and Team Discuss The Impact of India on the U.S. Annuity Market
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.
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249 – 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.
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248 – David Czerniecki 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 insurance industry.
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247 – ITC: Climate, Risk, and Retirement Security
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.