Podcast Episodes
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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 t…
1 year, 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 indus…
1 year, 5 months 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, foc…
1 year, 5 months 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 effectiv…
1 year, 5 months ago
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…
1 year, 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 trans…
1 year, 6 months 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…
1 year, 6 months 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 Dig…
1 year, 6 months 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 insuranc…
1 year, 7 months 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 o…
1 year, 7 months ago