Tag: Financial Technology (FinTech)
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213 – Building A Next Generation Service And Technology Provider with Michele Trogni
Zinnia provides technology and administrative services to over 40 life, annuity, and retirement carriers. We had the opportunity to discuss the future…
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209 – Crossing MYGAs and FIAs With Bobby Samuelson
Summary In this episode of That Annuity Show, Bobby Samuelson, President of Life Innovators, discusses the current state of the annuity market and the…
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208 – Improving the #AnnuityUX in 2024 With David Hanzlik
“208 – Improving the #AnnuityUX in 2024 With David Hanzlik” Summary In this episode, Paul Tyler, Ramsey Smith, and Dave Hanzlik discuss the annui…
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207 – Making The Most of Tech To Build Your Business In 2024 With Ema Roloff
Summary Ema Roloff, Co-Founder and Principal Consultant of Roloff Consulting, discusses the challenges and opportunities of digital transformation i…
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206 – The Year End Economic Wrap Up With David Czerniecki
We can’t believe we’re near the end of the fourth quarter already. Today we sit down with David Czerniecki, Chief Investment Officer for Nassau Financ…
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205 – The (Not So) Mortal Threat To Advisors with David Macchia
It’s hard to escape a news show, magazine or newspaper without reading about AI these days. How will it affect our business? That’s what we explore to…
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196 – Creating New Experiences and Clients in the Metaverse with Panos Leledakis
Emerging augmented reality and virtual reality technology present an interesting opportunity to create memorable experiences for clients. Panos Leleda…
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195: Using AI & QR Codes to Collapse Lead Funnels With Jay Wolff
The insurance industry has a tortured relationship with leads – we desperately need them but seem to rarely like what we receive. Maybe the problem is…
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194 – Finding New Ways To Speed Retirement Savings With Dario Fusato
It’s not often that people create new products that aren’t annuities to increase late-in-life income for seniors. It’s even rarer to design one intend…
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185 – Pushing the Frontiers of Digital Insurance with Josh Elohim and Reid Tattersall
We know both consumers and agents want and expect a different buying experience today. The industry has made significant strides in the last few years…