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That Annuity Show

Negocios

That Annuity Show

Nassau Financial Group

288 - The DOL Fiduciary Rule: Where Things Stand Today

June 26, 2026 2:37pm 39 min

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...

287 - The Future of Claims Processing: Insights from Brent Williams

March 20, 2026 7:58am 30 min

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 tr...

286 - Nassau's CIO on Inflation, Interest Rates, and the Economic Impact of AI

March 13, 2026 7:40am 18 min

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 i...

285 - AI and Tech: What's Next for Annuities? Insights from David Novak

November 14, 2025 9:28am 28 min

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 an...

284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)

October 31, 2025 7:36am 36 min

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 ...

283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow

October 24, 2025 12:24pm 40 min

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 to...

282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA

October 10, 2025 9:45am 7 min

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...

281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications

October 03, 2025 8:45am 16 min

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 ...

280 - AI, People, and Change: Jim Kerley Live from LIMRA

September 26, 2025 5:00am 22 min

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 nee...

279 - A Discussion on the Future of Insurance Technology with Aspida's CIO and CTO

September 19, 2025 8:06am 46 min

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 strai...

278 - Nassau's CIO Joe Orofino on Fed Cuts, AI Risks, and Social Security

September 05, 2025 2:45pm 12 min

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 p...

Rerelease 262 – All Things MYGA with Jeff Affronti

August 29, 2025 5:00am 36 min

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 ...

277 - Joe Jordan on Navigating Change In World of Advice

August 15, 2025 5:01am 43 min

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 pla...

276 - AM Best's Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities

August 08, 2025 5:00am 42 min

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 ...

275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry

July 11, 2025 5:00am 32 min

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 ch...

274 - Joe Nunes on Navigating the Future of Retirement Planning

July 04, 2025 5:00am 40 min

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 ex...

273 - Kartik Sakthivel on Driving AI Innovation Across The Insurance Industry

June 27, 2025 1:00pm 38 min

In this episode, Paul Tyler interviews Kartik Sakthivel, Vice President and CIO of LIMRA, discussing the transformative impact of AI on the insurance industry. They explore the evolution of AI, its ethical implications, ...

272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers

June 20, 2025 6:30am 40 min

In this episode, Paul Tyler and Tisa Rabun-Marshall discuss the intersection of annuities and AI with Jay Singh, founder of Hedgness. Jay and our hosts explore innovation in the annuity space, the importance of complianc...

271 - Prudential, Global Atlantic, Conning & Zinnia on AI Transformation

June 13, 2025 9:04am 38 min

Join executives from Prudential, Global Atlantic, Conning and Zinnia as they dive deep into how artificial intelligence is reshaping the life and annuity industry. Recorded at Hartford AI Day, this candid panel explores ...

270 - Nassau's David Czerniecki On Tariffs, Bonds, and Nuclear Reactors

June 06, 2025 3:10pm 22 min

In this episode, Paul Tyler and David Czerniecki discuss the current state of the markets, focusing on the interplay between tariffs, inflation, and economic indicators. They explore the implications of the bond market d...

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