Podcast Episodes
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212 - Navigating New Proposed DOL Rules With Michelle Richter-Gordon
Summary In this episode, Paul Tyler and his guests discuss the Department of Labor's new rules and their implications for insurance agents. They expl…
2 years, 6 months ago
211 - The Future Shape of Annuities Distribution With James Wong
Summary James Wong, our guest today, shares his perspective on the future of annuity distribution. The main takeaway…build strong relationships today…
2 years, 6 months ago
210 - Using Behavioral Finance To Strengthen Your Practice With Marshall Heitzman
Summary In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall interview Marshall Heitzman, VP of Advanced Planning Consulting at T…
2 years, 7 months ago
209 - Crossing MYGAs and FIAs With Bobby Samuelson
Episode 209
Summary In this episode of That Annuity Show, Bobby Samuelson, President of Life Innovators, discusses the current state of the annuity market and th…
2 years, 7 months ago
208 - Improving the #AnnuityUX in 2024 With David Hanzlik
"208 - Improving the #AnnuityUX in 2024 With David Hanzlik" Summary In this episode, Paul Tyler, Ramsey Smith, and Dave Hanzlik discuss the annuity i…
2 years, 7 months ago
207 - Making The Most of Tech To Build Your Business In 2024 With Ema Roloff
Summary Ema Roloff, Co-Founder and Principal Consultant of Roloff Consulting, discusses the challenges and opportunities of digital transformation in…
2 years, 8 months ago
206 - The Year End Economic Wrap Up With David Czerniecki
We can't believe we're near the end of the fourth quarter already. Today we sit down with David Czerniecki, Chief Investment Officer for Nassau Finan…
2 years, 8 months ago
205 - The (Not So) Mortal Threat To Advisors with David Macchia
It's hard to escape a news show, magazine or newspaper without reading about AI these days. How will it affect our business? That's what we explore t…
2 years, 8 months ago
204 - Trends With Traction In The Annuity Market with Tamiko Toland
As the market heads into its final quarter, we thought you would enjoy hearing Tamiko Toland's take on trends in 2023. In this episode, we talk about…
2 years, 11 months ago
203 - Risks That Matter to Companies And Individuals with Tamara Burden
Our world is filled with risks today. At a personal level, we've spent a lot of time talking about risks in managing retirement. Today, we explore ho…
2 years, 11 months ago