That Annuity Show

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That Annuity Show

Our podcast helps retirement and insurance advisors explain the benefits of annuities to their clients and better their business with helpful tips.

10/10/2025

Live from the LIMRA Annual Conference, hosts Paul Tyler and guest co-host, Tom Rios sit down with Ken Leibow of InsurTech Express—a relentless chronicler of what’s actually working across carriers and vendors.

Ken breaks down the shift from AI talk to agentic AI doing, with underwriting workbenches embedding decision engines, Rx/MIB data, and scoring to move closer to instant decisions at point of sale. He maps today’s reality in service and claims—AI clearing level-one while humans handle complexity—and explains why annuities and RILAs remain red-hot despite cooling predictions.

If you want practical signals (not hype) on underwriting, workflow automation, and real-time CX, this episode is your fast brief.

Learn more at thatannuityshow.com

03/10/2025

Live from the LIMRA Annual Conference, host Paul Tyler and guest host, Tom Rios explore the future of carrier communications with Stephanie Warren and Tim Mader of O’Neil Digital Solutions. The conversation looks beyond today’s PDFs to a unified, intelligent platform where print and digital are orchestrated together—with auto-failover (email → mail), real-time delivery confirmation for agents, and 10-year, regulation-ready audit trails.

They sketch what’s next: dynamic, personalized content (QR codes, agent video intros), event-triggered journeys (policy issued, first annuity payment, claim payout), and template consolidation that unlocks governance and speed. Most importantly, they reframe communications as a revenue and referral moment—turning required documents into measurable CX wins while staying compliant.

Learn more at www.thatannuityshow.com

26/09/2025

Recorded live on the floor of the LIMRA Annual Conference, host Paul Tyler and guest host, Tom Rios sit down with Jim Kerley, Managing Partner at Clearview Partners, for a candid conversation on what really moves the needle: going deep with AI (not broad), building a clear roadmap, and supporting people through constant change.

Jim shares pragmatic guidance for carrier executives—how to future-proof your career, reduce organizational stress, upskill teams, and use industry resources and peer networks to turn transformation into measurable outcomes. If you’re leading strategy, operations, distribution, or product, this episode is your field guide to doing AI—and leadership—right.

Listen now at www.thatannuityshow.com and where you get your podcasts!

19/09/2025

Join That Annuity Show hosts for an insightful discussion with Chief Information Officer, Alex Seidita, and Chief Technology Officer, Jason Pedone of Aspida. Hear about the benefits of an API-first architecture for straight-through processing and how they're exploring AI as a productivity multiplier rather than job replacement.

The conversation explores the future of insurance technology, industry-wide data standardization challenges, and why emerging opportunities in RIA wealth channels, in-plan annuities, and alternative investments depend on solving current data friction problems that the industry must address before unlocking new possibilities.

Listen now where you get your podcasts | Link in bio

05/09/2025

Nassau Financial Group's Chief Investment Officer Joe Orofino joins Paul Tyler to analyze the current economic landscape and its impact on retirement planning. They examine how Federal Reserve rate cuts affect annuity products, discuss inflation expectations hovering around 3%, and explore the looming Social Security funding crisis.

Orofino explains why higher long-term interest rates benefit the annuity industry and shares insights on portfolio diversification strategies, including concerns about the S&P 500's heavy concentration in AI and tech stocks.

Key topics include treasury rates, tariff impacts, sovereign wealth funds, and annuities.

Learn more at www.thatannuityshow.com

29/08/2025

Rerelease!

Jeff Affronti, president and CEO of FSD Financial Services, joins our show to delve into the current landscape of annuities, focusing on market trends, the purpose of annuity laddering, and common strategies for younger investors.

Jeff shares insights on using MYGAs for retirement income, the impact of inflation on annuities, and some of the latest product features and innovations in the industry. The discussion also touches on the risks associated with life-only annuities and the potential for entering the MYGA market.

For more information: thatannuityshow.com

22/08/2025

When the paycheck stops, the losses can go way beyond money.

Routine. Identity. Relationships. Purpose. Power.

On this episode of That Annuity Show, Joe Jordan unpacks a hidden side of retirement — and why preparing for it takes more than a portfolio.

🎧 Listen now and rethink what “retirement ready” really means: www.thatannuityshow.com

15/08/2025

Joe Jordan explores the importance of purpose in retirement, the impact of demographics, and the role of technology, including AI.

Joseph emphasizes the significance of life insurance and social security in financial planning, advocating for a human-centered approach to financial services.

The conversation highlights the need for advisors to adapt to changing client needs and the importance of understanding the emotional aspects of financial decision-making.

Listen now where you get your podcasts and at www.thatannuityshow.com.

08/08/2025

In this episode of That Annuity Show, Paul Tyler, Tisa Rabun-Marshall, and Bruno Caron speak with Jason Hopper of AM Best about the rapidly evolving annuity market.

They discuss emerging product trends, the growing role of private equity and asset managers, shifts in asset portfolio strategies, and how credit risk evaluation is adapting to changing market conditions.

The conversation also explores the reinsurance space, spotlighting new market entrants and the regulatory complexities shaping the future of the insurance industry.

Learn more at www.thatannuityshow.com

05/08/2025

AI is changing everything — are you ready?

Our episode featuring Kartik Sakthivel dives into how artificial intelligence is reshaping industries and redefining the future.

Tune in for real-world insights, expert perspectives, and a glimpse into what’s next. www.thatannuityshow.com or wherever you get your podcasts.

25/07/2025

From 7 weeks to 5 days — that’s the power of AI.

In this episode of That Annuity Show, Paul Tyler sits down with Krish Krishnan, CEO & founder of Magnifact, to explore how AI is transforming the insurance industry — starting with data.

Krish shares:
→ How his platform cut manual data entry time from 7 weeks to just 5 days
→ What our industry could look like 3 years from now in an AI-enabled world

💡 “That’s only the tip of the iceberg.”

Don’t miss this one: thatannuityshow.com
🎙️ Episode: “Data, Distribution & the Future of Insurance with Krish Krishnan”

11/07/2025

In this episode of That Annuity Show, Paul Tyler speaks with Krish Krishnan, CEO and founder of Magnifact, about the company's mission to streamline data aggregation in the insurance industry.

They discuss the challenges of data management, the importance of digital transformation, and how AI is set to revolutionize the industry. Krish shares insights on the evolving relationships between carriers and distributors, the need for mobility in insurance, and his predictions for the future of the industry.

Learn more at thatannuityshow.com
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