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257 - Security Benefit's Toby Leonard on Growing Annuity Sales in the RIA Channel
Summary In this episode of That Annuity Show, Paul Tyler interviews Toby Leonard, Assistant Vice President of Product Development at Security Benefit. They discuss the evolution of annuities, particu…
Published on 6 months ago
256 - Celent's Karen Monks on Technology Trends
Karen Monks, a principal analyst at Celent, discusses the intersection of technology and life insurance. Karen shares her insights on how AI is transforming underwriting processes, the impact of COVI…
Published on 6 months, 1 week ago
255 - Oceanview's Jim Ryan on Building Success Through Simplicity
In this episode of That Annuity Show, hosts Paul Tyler and Bruno Caron welcome Jim Ryan, Executive Director and Head of Distribution at Oceanview, to discuss the company's growth since its 2019 launc…
Published on 6 months, 2 weeks ago
254 - IRI's Katherine Dease On Transforming Annuities - Turning Data Challenges Into Digital Solutions
Katherine Dease, the Chief Technology and Innovation Officer for Insured Retirement Institute (IRI) discusses the future of annuities and how the Digital First Initiative could accelerate growth. Wit…
Published on 6 months, 3 weeks ago
253 - Sheryl Moore with Michele Trogni on Transforming Retirement
In this episode industry leaders Sheryl Moore, Wink Inc., and Michele Trogni, CEO of Zinnia, a guest host, explore the evolving landscape of insurance and annuities, from digital transformation chall…
Published on 6 months, 4 weeks ago
252 - Catching Up With Joe Jordan
In this episode, Paul Tyler and Bruno Caron catch up with Joe Jordan, a leading voice in purpose-driven planning, to discuss the evolving landscape of retirement. They explore the importance of findi…
Published on 7 months ago
251 - Arun Muralidhar on SeLFIES And A New Option for Retirement Security
In this episode, Paul Tyler and Bruno Caron welcome back Arun Muralidhar, co-founder of Alpha Engine Global Investment Solutions, to explore "SeLFIES" (Standard of Living Indexed, Forward-starting, I…
Published on 7 months, 1 week ago
250 - Josh Everett and Team Discuss The Impact of India on the U.S. Annuity Market
In this episode, host Paul Tyler broadcasts from Noida, India, where he visits Zinnia's offices and speaks with their leadership team including Josh Everett (CEO of Zinnia India), Kapil Bhardwaj (Hea…
Published on 7 months, 2 weeks ago
248 - Kerra Bolton - Telling The Story Of Retirement Planning
In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall engage with Kerra Bolton, a prolific writer and independent journalist, who shares her diverse career journey and insights int…
Published on 8 months, 1 week ago
248 - David Czernieki on Tariffs, AI, & Nuclear Power
In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discuss the rapidly changing economic landscape, touching on global political trends, the implications of tariff…
Published on 8 months, 2 weeks ago