Tag: Financial Technology (FinTech)
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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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236 – Finding Success In Worksite Marketing With The OneKonnect Team
In this episode of That Annuity Show, the discussion revolves around the evolving landscape of workplace marketing for brokers, producers, and advisor…
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231 – Creating An Annuity Marketing Assistant With AI
In this episode, Paul Tyler, Tisa Rabun-Marshall, Laura Dinan Haber, and Heather Brown discuss the challenges and opportunities of implementing AI in …
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229 – Shifting Distribution and Changing Minds With Jim Kerley
Summary In this episode of That Annuity Show, Jim Kerley discusses his report titled ‘Shifting Distribution, Changing Mindset: Why Advisors Aren’t Tal…
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225 – Generating Retirement Prospects Online with a Smaller Budget With Alex Khassa
In this episode, Paul Tyler, Bruno Caron, and Ramsey Smith interview Alex Khassa, CEO and founder of Clients Black Box, Inc., about his success in hel…
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224 – Using AI to Generate Real-Time Market Insights With Jens Nordvig
In this episode of That Annuity Show, the hosts discuss the use of AI in financial advisory services with guest Jens Nordvig, CEO of Exante Data and c…
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223 – Tech Modernization: Retiretech Keynote feat. Michele Trogni
Today’s episode is a special keynote recorded at RetiretechTM Vegas on April 9, 2024, where host Paul Tyler welcomes Michele Trogni, CEO of Zinnia, to…
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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…