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That Annuity ShowEpisodes
Episodes of That Annuity Show
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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 helping financial advisors get more clients virtually using Facebook ads. Alex shares his backsto
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 co-founder and CEO of Market Reader. Nordvig explains how Market Reader uses AI to generate rea
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 discuss the transformative impact of technology on the life annuity and health business. Trog
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 annuities can play in retirement planning. Learn more about ALEX.fyi: and ALEXIncome: Connect
In this episode, we delve into the dynamic landscape of annuities and retirement markets, exploring the promising opportunities of 2024 amidst the evolving Retiretech scene. Join moderator Doug Roth of CT Innovations and industry experts Ray Ja
In this episode of That Annuity Show, recorded live at RetiretechTM Vegas, we delve into the dynamic interplay between technology, regulation, and innovation within the insurance industry. Our panelists, including Commissioners Andrew Mais from
On April 8-10, we held our third RetiretechTM event...this time in Las Vegas. Joe Jordan joined us as a keynote speaker. The next day, we caught up with him in the expo hall of RetiretechTM Las Vegas and talked to him more about the future of p
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 of annuities on that journey. A conversation with Bill Sharpe in 2018 provided the spark for
217 - The Peak 65 Zone Is Here With Jason Fichtner Jason Fichtner, Chief Economist, Bipartisan Policy Center & Executive Director, Retirement Income Institute, Alliance for Lifetime Income joins us today to talk to us about his latest paper. Ja
In this episode, Bonnie Treichel, Founder and Partner of Endeavor Law, discusses the Retirement Income Certification program and its benefits for advisors. She explains that the program provides free and objective education on in-plan retiremen
In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discusss various economic topics, including China's economic slowdown, energy prices, inflation, and global conflicts. They explore the implications of these
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 lost a loved one, helping them navigate the administrative and emotional aspects of the process
Summary Andrew Unkefer, an industry legend joins us to talk about the importance of relationships in the industry, the impact of technology, the future of the producer and IMO space, the shift to virtual meetings, consolidation in the industry,
Zinnia provides technology and administrative services to over 40 life, annuity, and retirement carriers. We had the opportunity to discuss the future of insurance service and technology with Michele Trogni, CEO at Zinnia and Operating partner
Summary In this episode, Paul Tyler and his guests discuss the Department of Labor's new rules and their implications for insurance agents. They explore the impact on independent agents and the potential migration towards the RIA industry. The
Summary James Wong, our guest today, shares his perspective on the future of annuity distribution. The main takeaway…build strong relationships today in order to navigate the changing landscape of the industry tomorrow. The conversation covers
Summary In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall interview Marshall Heitzman, VP of Advanced Planning Consulting at TruStage. They discuss the role of annuities in comprehensive planning and the importance of u
Summary In this episode of That Annuity Show, Bobby Samuelson, President of Life Innovators, discusses the current state of the annuity market and the challenges and opportunities it presents. He highlights the entry of new companies into the m
“208 - Improving the #AnnuityUX in 2024 With David Hanzlik" Summary In this episode, Paul Tyler, Ramsey Smith, and Dave Hanzlik discuss the annuity industry and the changes that occurred in 2023. They talk about the rebranding of TruStage,
Summary Ema Roloff, Co-Founder and Principal Consultant of Roloff Consulting, discusses the challenges and opportunities of digital transformation in the annuity and broader insurance industry. She emphasizes the importance of addressing lega
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 Financial Group. We cover interest rates, geopolitics, inflation, and AI. Interested in learning
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 today with David Macchia, CEO and Founder of Wealth2K. Learn more: Gain additional industry in
As the market heads into its final quarter, we thought you would enjoy hearing Tamiko Toland's take on trends in 2023. In this episode, we talk about the 401(k) market, retail annuities, and the consulting firm that Tamiko is building next.
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 those risks overlap with those of carriers with Tamara Burden, Deputy Chief Risk Officer of N
David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us today to talk about the economy. In this episode, we cover a cooling economy in China, an improving outlook for our supply chain, a steadying job market, and the curr
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