That Annuity Show

Епизоде

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  292 – Connecting Medicare, Income, and Long-Term Care with Vince Bodnar 18.09.2026 32мин

  Retirees often consider the many facets of planning and their needs for later in life separately. Vince Bodnar, President and CEO of Lumos Insurance, joins co-hosts Tisa Rabun-Marshall, Ramsey Smith, and Bruno Caron to discuss how a more coordinated planning process may help individuals better understand the interconnection of retirement income, health, quality of life, and legacy. Vince also shares his perspective on product development, advisor education, longevity risk and the role of reinsurers in supporting insurance solutions. Listen where you get your podcasts and at thatannuityshow.com
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  291 Annuity Industry Trends and Shifts with AM Best's Researcher Jason Hopper 04.09.2026 26мин

  In this episode of That Annuity Show, Tisa Rabun-Marshall, Ramsey Smith, and Bruno Caron discuss the current trends in the annuity market with Jason Hopper, A.M. Best's Associate Director of Industry Research and Analytics. They explore the recent Best's Special Reports covering industry shifts, market trends and the impact of baby boomers on annuity growth. The conversation also delves into the increasing role of private credit in insurance and the need for insurers to adapt to changing consumer expectations. The episode concludes with insights on the future outlook of the industry and the importance of innovation and adaptability. Listen where you get your podcasts and at www.thatannuityshow.com
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  290 - Bruno Caron and Anthony McSwieney on Navigating the Insurance Rating Landscape 14.08.2026 29мин

  In this episode of That Annuity Show, Bruno Caron and Anthony McSwieney of CM Risk Consulting discuss the evolving insurance rating environment and the role of capital, reinsurance, and business strategy in the rating process. Anthony draws on his background in bank treasury and asset-liability management, as well as 16 years at AM Best, while Bruno brings his experience across the insurance industry and product strategy. The conversation explores how insurers communicate their strategies to rating agencies and examines topics including BCAR and RBC, capital quality, operational risk, surplus notes, preferred securities, and parental support. They also discuss how technology, distribution, product design, acquisitions, reinsurance structures, and long-term capital planning can factor into broader rating conversations. Bruno and Anthony offer their perspectives on the complexities insurers face as they balance growth, capital management, and business strategy in a changing market. Learn more at www.thatannuityshow.com Learn more at https://cmriskconsulting.com
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  289 - Embracing Empathy and Innovation in Insurance with Maria Ferrante-Schepis 31.07.2026 34мин

  Empathy can play an important role in helping clients move from recognizing a need to feeling ready to take action. In a recent episode of The Annuity Show, Maria Ferrante-Schepis, founder of Think Worthy Consulting, discussed how insurance professionals can better understand the "invisible wall" between unmet need and concept of negative demand. Her perspective: education alone may not be enough. Meaningful two-way conversations can help advisors better understand client concerns, build trust, and support more informed decision-making. As technology continues to handle more of the technical aspects of insurance and annuity solutions, the human element may become even more important. She reviews previous failures and successes in industry technology advancements, as well as overlooked nuances, to gain a clearer perspective on how we can approach future innovation. Learn more: thatannuityshow.com and where you get your podcasts Visit: thinkworthy.com to engage with Maria
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  288 - The DOL Fiduciary Rule: Where Things Stand Today 26.06.2026 39мин

  What do recent legal and regulatory developments mean for financial professionals? In this episode, we examine the current status of the Department of Labor's fiduciary rulemaking efforts, the related litigation, and the implications for advisors, insurers, and the broader financial services industry. Joining the conversation are Eric Lund Marhoun, Senior Counsel at Nassau Financial Group, and Kent Mason, Partner at Davis & Harman LLP. They discuss the evolution of the fiduciary rule, recent court decisions, the role of industry organizations in the regulatory process, and practical considerations for navigating today's compliance environment. The discussion also explores documentation, client communications, and the potential role of technology, including AI, in supporting compliance practices. While the current regulatory framework has evolved through recent legal developments, future legislative, regulatory, or judicial actions may continue to shape the landscape. This episode is intended for educational purposes only and should not be considered legal or regulatory advice. Financial professionals should consult their firm's compliance department or legal counsel regarding specific situations.
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  287 - The Future of Claims Processing: Insights from Brent Williams 20.03.2026 30мин

  Brent Williams, CEO of Benekiva, shares his journey from managing a large financial advisory firm to founding a claims automation company. He discusses industry challenges like legacy systems, fragmented data, and the transformative potential of AI in claims processing, emphasizing a human-centered approach to technology. Learn more about Benekiva: https://benekiva.com Tune into TAS for additional episodes: https://thatannuityshow.com
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  286 - Nassau's CIO on Inflation, Interest Rates, and the Economic Impact of AI 13.03.2026 18мин

  In this episode of the That Annuity Show, Nassau Financial Group's Chief Investment Officer, Joe Orofino, joins Tisa Rabun-Marshall and Mark Fitzgerald to discuss current economic trends and the factors shaping today's investment landscape. The conversation explores inflation, interest rate movements, and how developments such as artificial intelligence and global trade policies may influence markets, investment strategies, and consumer behavior. Listeners will gain perspective on market volatility, duration strategies, and the broader economic signals investors are watching. Learn more at http://www.thatannuityshow.com
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  285 - AI and Tech: What's Next for Annuities? Insights from David Novak 14.11.2025 28мин

  This episode of That Annuity Show brings together Paul Tyler, Bruno Caron, Tom Buckingham, James Wong and featured guest David Novak, CEO and Founder, Annuities Genius for a candid discussion on the intersection of AI and annuities. From conference insights to next-generation tools, they delve into how technology is reshaping client engagement, driving operational efficiency, and setting the stage for the industry's next wave of innovation. Learn more at www.thatannuityshow.com
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  284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It) 31.10.2025 36мин

  Summary In this episode of That Annuity Show, Paul Tyler and Bruno Caron engage with Qiyun Cai, founder and CEO of Fintary, to discuss the challenges and innovations in the insurance industry, of managing and optimizing compensation and revenue. Qiyun shares her background in insurance and technology, explaining how Fintary aims to streamline revenue growth through flexible compensation structures and automation. The conversation delves into the complexities of multi-level distribution, the importance of data integration, and the need for modern solutions in a traditionally fragmented industry. Learn more at www.thatannuityshow.com
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  283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow 24.10.2025 40мин

  In this episode of That Annuity Show, Paul Tyler, Tisa Rabun-Marshall, and Bruno Caron talk with Samantha Chow from Capgemini to discuss the findings of the World Life Insurance Report. They explore consumer sentiment towards life insurance, the challenges of product design, and the importance of education in the industry. The conversation highlights global trends, the impact of societal shifts on insurance needs, and the necessity for flexible, bundled products that cater to the modern consumer. The role of technology and digital engagement in transforming the insurance landscape is also emphasized, along with the potential for wealth transfer among younger generations. Listen now at www.thatannuityshow.com
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  282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA 10.10.2025 7мин

  Live from the LIMRA Annual Conference, hosts Paul Tyler and guest co-host, Tom Rios sit down with Ken Leibow of InsurTech Express—a relentless chronicler of what's actually working across carriers and vendors. Ken breaks down the shift from AI talk to agentic AI doing, with underwriting workbenches embedding decision engines, Rx/MIB data, and scoring to move closer to instant decisions at point of sale. He maps today's reality in service and claims—AI clearing level-one while humans handle complexity—and explains why annuities and RILAs remain red-hot despite cooling predictions. If you want practical signals (not hype) on underwriting, workflow automation, and real-time CX, this episode is your fast brief. Learn more at thatannuityshow.com
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  281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications 03.10.2025 16мин

  Live from the LIMRA Annual Conference, host Paul Tyler and guest host, Tom Rios explore the future of carrier communications with Stephanie Warren and Tim Mader of O'Neil Digital Solutions. The conversation looks beyond today's PDFs to a unified, intelligent platform where print and digital are orchestrated together—with auto-failover (email → mail), real-time delivery confirmation for agents, and 10-year, regulation-ready audit trails. They sketch what's next: dynamic, personalized content (QR codes, agent video intros), event-triggered journeys (policy issued, first annuity payment, claim payout), and template consolidation that unlocks governance and speed. Most importantly, they reframe communications as a revenue and referral moment—turning required documents into measurable CX wins while staying compliant. Learn more at www.thatannuityshow.com
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  280 - AI, People, and Change: Jim Kerley Live from LIMRA 26.09.2025 22мин

  Recorded live on the floor of the LIMRA Annual Conference, host Paul Tyler and guest host, Tom Rios sit down with Jim Kerley, Managing Partner at Clearview Partners, for a candid conversation on what really moves the needle: going deep with AI (not broad), building a clear roadmap, and supporting people through constant change. Jim shares pragmatic guidance for carrier executives—how to future-proof your career, reduce organizational stress, upskill teams, and use industry resources and peer networks to turn transformation into measurable outcomes. If you're leading strategy, operations, distribution, or product, this episode is your field guide to doing AI—and leadership—right. Learn more at www.thatannuityshow.com
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  279 - A Discussion on the Future of Insurance Technology with Aspida's CIO and CTO 19.09.2025 46мин

  Join That Annuity Show hosts for an insightful discussion with Chief Information Officer, Alex Seidita, and Chief Technology Officer, Jason Pedone of Aspida. Hear about the benefits of an API-first architecture for straight-through processing and how they're exploring AI as a productivity multiplier rather than job replacement. The conversation explores the future of insurance technology, industry-wide data standardization challenges, and why emerging opportunities in RIA wealth channels, in-plan annuities, and alternative investments depend on solving current data friction problems that the industry must address before unlocking new possibilities. Learn more at www.thatannuityshow.com
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  278 - Nassau's CIO Joe Orofino on Fed Cuts, AI Risks, and Social Security 05.09.2025 12мин

  Nassau Financial Group's Chief Investment Officer, Joe Orofino joins Paul Tyler to analyze the current economic landscape and its impact on retirement planning. They examine how Federal Reserve rate cuts affect annuity products, discuss inflation expectations hovering around 3%, and explore the looming Social Security funding crisis. Orofino explains why higher long-term interest rates benefit the annuity industry and shares insights on portfolio diversification strategies, including concerns about the S&P 500's heavy concentration in AI and tech stocks. Key topics include treasury rates, tariff impacts, sovereign wealth funds, and annuities. Learn more at www.thatannuityshow.com
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  Rerelease 262 – All Things MYGA with Jeff Affronti 29.08.2025 36мин

  Jeff Affronti, president and CEO of FSD Financial Services, joins our show to delve into the current landscape of annuities, focusing on market trends, the purpose of annuity laddering, and common strategies for younger investors. Jeff shares insights on using MYGAs for retirement income, the impact of inflation on annuities, and some of the latest product features and innovations in the industry. The discussion also touches on the risks associated with life-only annuities and the potential for entering the MYGA market. For more information: thatannuityshow.com
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  277 - Joe Jordan on Navigating Change In World of Advice 15.08.2025 43мин

  Joe Jordan explores the importance of purpose in retirement, the impact of demographics, and the role of technology, including AI. Joseph emphasizes the significance of life insurance and social security in financial planning, advocating for a human-centered approach to financial services. The conversation highlights the need for advisors to adapt to changing client needs and the importance of understanding the emotional aspects of financial decision-making. Listen now where you get your podcasts and at www.thatannuityshow.com.
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  276 - AM Best's Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities 08.08.2025 42мин

  In this episode of That Annuity Show, Paul Tyler, Tisa Rabun-Marshall, and Bruno Caron speak with Jason Hopper of AM Best about the rapidly evolving annuity market. They discuss emerging product trends, the growing role of private equity and asset managers, shifts in asset portfolio strategies, and how credit risk evaluation is adapting to changing market conditions. The conversation also explores the reinsurance space, spotlighting new market entrants and the regulatory complexities shaping the future of the insurance industry. Learn more at www.thatannuityshow.com
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  275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry 11.07.2025 32мин

  Summary In this episode of That Annuity Show, Paul Tyler speaks with Krish Krishnan, CEO and founder of Magnifact, about the company's mission to streamline data aggregation in the insurance industry. They discuss the challenges of data management, the importance of digital transformation, and how AI is set to revolutionize the industry. Krish shares insights on the evolving relationships between carriers and distributors, the need for mobility in insurance, and his predictions for the future of the industry. Learn more at thatannuityshow.com
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  274 - Joe Nunes on Navigating the Future of Retirement Planning 04.07.2025 40мин

  In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and guest Joe Nunes discuss the evolution of retirement planning, focusing on the shift from defined benefit (DB) to defined contribution (DC) plans. They explore the challenges faced by retirees today, the role of annuities, and the importance of adequate contributions to ensure financial security in retirement. The conversation also highlights the differences between the US and Canadian retirement systems, innovations in retirement savings, and strategies to address longevity risk. Listen now: www.thatannuityshow.com