That Annuity Show

Home
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.

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
Listen on Apple Podcasts, Spotify and wherever you get your latest episodes!

08/07/2025

Will you be collecting chicken eggs at the age of 70?

Listen to the full episode on Apple Podcasts / Spotify / thatannuityshow.com

04/07/2025

In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and guest Joe Nunes discuss the evolution of retirement planning, focusing on the shift from defined benefit (DB) to defined contribution (DC) plans.

They explore the challenges faced by retirees today, the role of annuities, and the importance of adequate contributions to ensure financial security in retirement. The conversation also highlights the differences between the US and Canadian retirement systems, innovations in retirement savings, and strategies to address longevity risk.

Listen now: http://www.thatannuityshow.com

27/06/2025

In this episode, Paul Tyler interviews Kartik Sakthivel, Vice President and CIO of LIMRA, discussing the transformative impact of AI on the insurance industry. They explore the evolution of AI, its ethical implications, and the importance of governance.

Kartik shares insights from his personal journey in the industry and emphasizes the need for AI literacy and operational efficiency. The conversation highlights the potential of AI to expand access to insurance and the importance of innovation from all levels within organizations. They conclude with a look at future directions for AI governance and resources available for industry professionals.

Learn more at: www.thatannuityshow.com

06/06/2025

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

They explore the implications of the bond market dynamics on the annuity industry, the impact of rising interest rates, and the role of AI and energy in shaping future market trends. David provides insights into the challenges posed by the rising deficit and the potential for economic growth, while also addressing the importance of energy production and regulatory changes.

Learn more at www.thatannuityshow.com

23/05/2025

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 planning industry. The conversation explores the intersection of Medicare and financial planning, the role of technology in enhancing human-centered services, and the challenges of navigating change in the funeral industry. They discuss communication trends in sensitive situations and the importance of maintaining a human touch in a rapidly evolving market.

In this conversation, Miles O'Keefe discusses the evolution of communication in the funeral and Medicare industries, emphasizing the shift to digital platforms post-COVID. He shares strategies for working with funeral directors and Medicare providers, highlighting the importance of seamless communication and adapting to client needs. The discussion also touches on the fear of change in business, the evolving perspectives on death and funerals, and the potential future of technology in the death care industry.

Listen now: https://nfg.link/4k8J0ob

16/05/2025

Discover the trends shaping the future of retirement with That Annuity Show.

We bring you conversations with industry leaders who are revolutionizing financial products, technology, and distribution channels.

Tune in to hear what’s coming next in our business.
Rethink Retirement ➡️www.thatannuityshow.com

Address

Website

https://thatannuityshow.com/

Alerts

Be the first to know and let us send you an email when That Annuity Show posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Want your business to be the top-listed Media Company?

Country:

City: