Category: Podcast
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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, the importance of financial literacy, and the concept of ‘Peak 65’ as a…
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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.
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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, senior vice president of Retirement and Income Solutions at Principal® and a Principal Securities Registered Representative, who shares insights on retirement…
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243 – Mike Odor and Branislav Nikolic on Making Sense of FIA Allocations
Today, Mike Odor, Head of Annuity Sales at Midland National Life Insurance Company and Branislav Nikolic, Managing Director, Head of Insurance at The Index Standard join us to talk about a new approach to guiding agents on how to think about recommending FIA index strategy allocations.
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242 – Sheryl J. Moore on the Future of Annuity Innovation
Join host Paul Tyler and annuity professional Sheryl J. Moore for an illuminating discussion on the transformation of the annuity market. From innovative product design to illustration challenges, Moore shares invaluable insights on making annuities more accessible to consumers.
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241 Lesley Mann and David Macchia on Redefining Retirement Security
In this enlightening episode, GBU Life’s Chief Marketing Officer Lesley Mann and Wealth2K founder David Macchia discuss innovative approaches to retirement planning. They introduce the concept of a “defined benefit investor” and explore how new annuity products can provide guaranteed income for younger generations.
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240 – Jan Buchsbaum and Speeding Annuities to Market
The conversation delves into the challenges and opportunities in creating guaranteed income solutions, the shifting goals of retirement planning, and the role of technology in enabling growth within the industry. Predictions for the future of annuities and the importance of collaboration in driving innovation are also discussed.
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239 – Improving Customer Experience To Grow Annuity Sales
In this episode of The Annuity Show, Paul Tyler and Tisa Rabun-Marshall interview Justin Wee and Jayant Walia from Gainbridge Insurance, A Group 1001 Company. They discuss the innovative approach of Gainbridge, a financial collective of companies focused on insurance products.
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238 – Is The AI Industry In A Bubble with David Czerniecki
In this episode, Paul Tyler interviews David Czerniecki, Nassau’s Chief Investment Officer, and discusses the impact of interest rates, AI, presidential elections, and global conflicts on the insurance industry and the global economy.
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237 – The Future of Retiretech With Michael Kalen
In this episode of That Annuity Show, the hosts discuss the latest headlines in Retiretech and interview Michael Kalen, the CEO of Covr. They explore …