Podcast Episodes

291 Annuity Industry Trends and Shifts with AM Best's Researcher Jason Hopper

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 …

10 hours ago

290 - Bruno Caron and Anthony McSwieney on Navigating the Insurance Rating Landscape

In this episode of That Annuity Show, Bruno Caron and Anthony McSwieney of CM Risk Consulting discuss the evolving insurance rating environment and t…

3 weeks ago

289 - Embracing Empathy and Innovation in Insurance with Maria Ferrante-Schepis

Episode 289

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 Annuit…

1 month ago

288 - The DOL Fiduciary Rule: Where Things Stand Today

Episode 288

What do recent legal and regulatory developments mean for financial professionals? In this episode, we examine the current status of the Department o…

2 months, 1 week ago

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

Brent Williams, CEO of Benekiva, shares his journey from managing a large financial advisory firm to founding a claims automation company. He discuss…

5 months, 2 weeks ago

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

In this episode of the That Annuity Show, Nassau Financial Group's Chief Investment Officer, Joe Orofino, joins Tisa Rabun-Marshall and Mark Fitzgera…

5 months, 3 weeks ago

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

This episode of That Annuity Show brings together Paul Tyler, Bruno Caron, Tom Buckingham, James Wong and featured guest David Novak, CEO and Founder…

9 months, 3 weeks ago

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

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…

10 months ago

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

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…

10 months, 1 week ago

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

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 chroni…

10 months, 3 weeks ago