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272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers
272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers

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 hos…

1 year, 2 months ago

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

Join executives from Prudential, Global Atlantic, Conning and Zinnia as they dive deep into how artificial intelligence is reshaping the life and ann…

1 year, 2 months ago

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

In this episode, Paul Tyler and David Czerniecki discuss the current state of the markets, focusing on the interplay between tariffs, inflation, and …

1 year, 2 months ago

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268 - Miles O'Keefe On Navigating Life's Transitions: Financial, Healthcare, and Funeral Planning
268 - Miles O'Keefe On Navigating Life's Transitions: Financial, Healthcare, and Funeral Planning

In this episode of That Annuity Show, Paul Tyler and Laura Dinan Haber welcome Miles O'Keefe, who shares his journey in the funeral and financial pla…

1 year, 3 months ago

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267 - Roger Kahlon on Digital Transformation in the Annuity Industry
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 takeaway…

1 year, 3 months ago

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266 - Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income
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.…

1 year, 4 months ago

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265 - Philip Chao on Building Guaranteed Income At The Workplace
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 …

1 year, 4 months ago

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264 - Oceanview's Ben Faught on The Pricing Challenges of Annuities
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 investmen…

1 year, 4 months ago

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263 -Tom Totten and Building Lifetime Income through ESOPs
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 Ownershi…

1 year, 4 months ago

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262 - All Things MYGA with Jeff Affronti
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…

1 year, 5 months ago

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