Tag: Insurance Industry
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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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220 – Insuring Tomorrow: Navigating AI, Regulation, and Innovation
In this episode of That Annuity Show, recorded live at RetiretechTM Vegas, we delve into the dynamic interplay between technology, regulation, and inn…
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215 – Learning About Empathy With Ron Gura
Summary Ron Gura, the co-founder and CEO of Empathy joins us today on our show. Empathy aims to provide support and guidance to individuals who have l…
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214 – How The Annuity Industry Will Continue to Evolve With Andy Unkefer
Summary Andrew Unkefer, an industry legend joins us to talk about the importance of relationships in the industry, the impact of technology, the futur…
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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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211 – The Future Shape of Annuities Distribution With James Wong
Summary James Wong, our guest today, shares his perspective on the future of annuity distribution. The main takeaway…build strong relationships today …
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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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203 – Risks That Matter to Companies And Individuals with Tamara Burden
Our world is filled with risks today. At a personal level, we’ve spent a lot of time talking about risks in managing retirement. Today, we explore how…