Tag: Annuities
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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…
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222 – Bridging the Gap: Annuities in Retirement Planning
Join hosts Paul Tyler, Tisa Rabun-Marshall, Bruno Caron, Ramsey Smith, and guest Graham Clark from Alex Income as they delve into the pivotal role ann…
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221 – Navigating Retirement Futures: Unveiling the Investment Horizons of 2024
In this episode, we delve into the dynamic landscape of annuities and retirement markets, exploring the promising opportunities of 2024 amidst the evo…
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218 – Annuities and The Income Path with Tamiko Toland and Michael Finke
Tamiko Toland and Michael Finke join us today as founders of Income Path. Income Path is a tool that visualizes retirement income paths and the impact…