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231 - Creating An Annuity Marketing Assistant With AI
In this episode, Paul Tyler, Tisa Rabun-Marshall, Laura Dinan Haber, and Heather Brown discuss the challenges and opportunities of implementing AI in…
2 years, 1 month ago
230 - The Power Of Personal Branding With Ema Roloff
Summary In this episode, Emma Roloff, co-founder of Roloff Consulting, discusses the power of personal branding and digital transformation in sales a…
2 years, 2 months ago
229 - Shifting Distribution and Changing Minds With Jim Kerley
Summary In this episode of That Annuity Show, Jim Kerley discusses his report titled 'Shifting Distribution, Changing Mindset: Why Advisors Aren't Ta…
2 years, 2 months ago
228 - The Shape of Distribution To Come
Join us as we revisit a panel from Retiretech Vegas 2024: Consolidation has permanently changed the face of independent distribution forever. Or has …
2 years, 2 months ago
227 - Quarterly Economic Update With David Czerniecki
In this episode of That Annuity Show, Paul Tyler and David Czerniecki are joined by John Beshoory to discuss the energy sector and the impact of tech…
2 years, 2 months ago
226 - The Practical Problems of Turning Assets Into Income With Mark Shemtob
Merging the worlds of investment and income planning is no small challenge. Mark Shemtob, Fellow of the Society of Actuaries and CFP does this every …
2 years, 3 months ago
225 - Generating Retirement Prospects Online with a Smaller Budget With Alex Khassa
In this episode, Paul Tyler, Bruno Caron, and Ramsey Smith interview Alex Khassa, CEO and founder of Clients Black Box, Inc., about his success in he…
2 years, 3 months ago
224 - Using AI to Generate Real-Time Market Insights With Jens Nordvig
In this episode of That Annuity Show, the hosts discuss the use of AI in financial advisory services with guest Jens Nordvig, CEO of Exante Data and …
2 years, 3 months ago
223 - Tech Modernization: Retiretech Keynote feat. Michele Trogni
Today's episode is a special keynote recorded at RetiretechTM Vegas on April 9, 2024, where host Paul Tyler welcomes Michele Trogni, CEO of Zinnia, t…
2 years, 3 months ago
222 - Bridging the Gap: Annuities in Retirement Planning
Join hosts Paul Tyler, Tisa Rabun-Marshall, Bruno Caron, Ramsey Smith, and guest Graham Clark from Alex Income as they delve into the pivotal role an…
2 years, 3 months ago