Sponsors

Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company that believes a brighter financial future should be accessible to everyone. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society. For more information, visit cunamutual.com/annuities.


Fixed Index Annuities and RILAs are getting more complex and technical just when fiduciary rules are getting stricter. How do you choose the right index and allocate to them? The Index Standard is your answer. They are an independent provider of ratings and forecasts on all indices and ETFs used in the US insurance space. Their process is systematic and unbiased, identifying robust and well-designed indices. We all know finance is complex. The Index Standard has a clear ratings system and uses approachable language to demystify this complexity. Visit theindexstandard.com for more information.


SE2, an Eldridge business, is a leader in the US life and annuities insurance technology and services industry. SE2 uniquely combines the maturity and peerless industry knowledge of its 125+ years of life insurance industry heritage with its end-to-end digital platform to enable the rapid launch of new and innovative products through existing as well as digital channels.


Nassau Financial Group, based in Hartford, CT, currently has combined assets of $27.5 billion and capital of $1.3 billion. Our business covers four segments: insurance, reinsurance, distribution and asset management through affiliates including Nassau Life and Annuity, Nassau Life of Kansas, Nassau Re Cayman, Saybrus Partners, Nassau CorAmerica and Nassau Corporate Credit.

ALEX.fyi will work with financial advisors and individuals to navigate the financial challenges associated with longevity. We offer a highly curated selection of best-in-class income annuities from some of the top names in the insurance business. We believe that integrating longevity protection into an overall retirement portfolio can increase positive outcomes for many American households.

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Hosts

 Paul Tyler

Paul Tyler

 Ramsey Smith

Ramsey Smith

 Mark Fitzgerald

Mark Fitzgerald

 Will Moorcroft

Will Moorcroft

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The That Annuity Show podcast is provided by Nassau for general informational purposes only and is not intended as a solicitation of insurance or any insurance product. The discussion is not meant to provide any legal, tax, or financial advice. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation. References to third parties or any third party products or services are for informational purposes only. Such third parties and their products and services are not sponsored, endorsed, sold or promoted by Nassau or its affiliates. Nassau makes no representation regarding the advisability of purchasing or investing in such products or services. Your use of this information or any third party products or services is at your sole risk. BPD40637

Ashley SaundersSponsors