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267 - Roger Kahlon on Digital Transformation in the Annuity Industry
In this episode of That Annuity Show, host Paul Tyler welcomes Roger Kahlon, Vice President and Head of Consulting at Zinnia, to discuss key takeaways from the recent IRI Annual Conference. They expl…
Published on 3 months, 2 weeks ago
266 - Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income
In this episode of That Annuity Show, we welcome Bill Bengen, the creator of the 4% rule, to discuss the evolution of retirement planning strategies. Bill shares insights into the origins of the 4% r…
Published on 3 months, 3 weeks ago
265 - Philip Chao on Building Guaranteed Income At The Workplace
Philip Chao, a leading voice in the 401(k) space shares his sharp focus on creating guaranteed retirement income. The conversation explores Philip's background, his companies, and the evolving landsc…
Published on 4 months ago
264 - Oceanview's Ben Faught on The Pricing Challenges of Annuities
Today, we welcome Ben Faught, Chief Actuary at Oceanview Life. The conversation delves into the success story of Oceanview Life, its unique investment strategies focusing on mortgage-backed securitie…
Published on 4 months, 1 week ago
263 -Tom Totten and Building Lifetime Income through ESOPs
Tom Totten, an actuary and serial entrepreneur, shares his journey from a defined benefit consultant to advising companies on Employee Stock Ownership Plans (ESOPs). The conversation delves into the …
Published on 4 months, 2 weeks ago
262 - All Things MYGA with Jeff Affronti
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 str…
Published on 4 months, 3 weeks ago
261 - In-Plan Annuities 101 with Ramsey Smith & Graham Clark
In this episode, Paul Tyler, Ramsey Smith, and Graham Clark discuss the emerging opportunities in in-plan annuities inside 401k plans. They explore the importance of guaranteed income, the skills nee…
Published on 5 months ago
260 - Deloitte's Dan McCoach on AI, Cyberthreats and Transforming the Insurance Industry
Paul Tyler and Bruno Caron welcome Deloitte's Insurance Practice leader Dan McCoach to discuss how technology is reshaping the life and annuity industry. The conversation explores four practical app…
Published on 5 months, 1 week ago
259 - Nassau's David Czerniecki on Tariffs, AI and Productivity
In this episode of That Annuity Show, Paul Tyler and Chief Investment Officer, David Czerniecki of Nassau discuss the current economic landscape, focusing on tariffs, inflation, cryptocurrency, and t…
Published on 5 months, 2 weeks ago
258 - ALEXIncome's Ramsey Smith and Graham Clark on In-plan Annuities
Ramsey Smith and Graham Clark share insights on the challenges of securing retirement income, the importance of 401k plans, and the need for effective stakeholder engagement. They explore how ALEXInc…
Published on 5 months, 3 weeks ago