Tag: Annuities
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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 …
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235 – Why I Bought Fixed Annuities With Sheryl J. Moore
In this episode of That Annuity Show, hosts Paul Tyler, Ramsey Smith, and Bruno Caron interview Sheryl J. Moore, Chief Storyteller of Wink, Inc. and a…
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234 – A Fresh Perspective On Retirement Solutions With Arun Muralidhar
In this episode of That Annuity Show, the hosts are joined by Arun Muralidhar, an expert in retirement security. Arun shares his journey and insights …
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232 – Seeking Stable Growth – Designing The Next Generation of Annuities
Join us as we revisit a panel discussion from Retiretech Vegas, April 2024 Seeking Stable Growth – Designing The Next Generation of Annuities In the …
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226 – The Practical Problems of Turning Assets Into Income With Mark Shemtob
Merging the worlds of investment and income planning is no small challenge. Mark Shemtob, Fellow of the Society of Actuaries and CFP does this every d…