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.

04/09/2026

In this episode of That Annuity Show, Tisa Rabun-Marshall, Ramsey Smith, and Bruno Caron discuss the current trends in the annuity market with Jason Hopper, A.M. Best’s Associate Director of Industry Research and Analytics.

They explore the recent Best’s Special Reports covering industry shifts, market trends and the impact of baby boomers on annuity growth.

The conversation also delves into the increasing role of private credit in insurance and the need for insurers to adapt to changing consumer expectations. The episode concludes with insights on the future outlook of the industry and the importance of innovation and adaptability.

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

14/08/2026

In this episode of That Annuity Show, Bruno Caron and Anthony McSwieney of CM Risk Consulting discuss the evolving insurance rating environment and the role of capital, reinsurance, and business strategy in the rating process.

Anthony draws on his background in bank treasury and asset-liability management, as well as 16 years at AM Best, while Bruno brings his experience across the insurance industry and product strategy.

The conversation explores how insurers communicate their strategies to rating agencies and examines topics including BCAR and RBC, capital quality, operational risk, surplus notes, preferred securities, and parental support. They also discuss how technology, distribution, product design, acquisitions, reinsurance structures, and long-term capital planning can factor into broader rating conversations.

Bruno and Anthony offer their perspectives on the complexities insurers face as they balance growth, capital management, and business strategy in a changing market.

Learn more at www.thatannuityshow.com
Learn more at https://cmriskconsulting.com

26/06/2026

What do recent legal and regulatory developments mean for financial professionals? In this episode, we examine the current status of the Department of Labor's fiduciary rulemaking efforts, the related litigation, and the implications for advisors, insurers, and the broader financial services industry.

Joining the conversation are Eric Lund Marhoun, Senior Counsel at Nassau Financial Group, and Kent Mason, Partner at Davis & Harman LLP. They discuss the evolution of the fiduciary rule, recent court decisions, the role of industry organizations in the regulatory process, and practical considerations for navigating today's compliance environment.

The discussion also explores documentation, client communications, and the potential role of technology, including AI, in supporting compliance practices. While the current regulatory framework has evolved through recent legal developments, future legislative, regulatory, or judicial actions may continue to shape the landscape.

Listen now where you get your podcasts and at https://nfg.link/4gItekU.

This episode is intended for educational purposes only and should not be considered legal or regulatory advice. Financial professionals should consult their firm's compliance department or legal counsel regarding specific situations.

22/05/2026

Long drive this holiday weekend? 🎙️

Queue up That Annuity Show wherever you get your podcasts and tune into conversations on trends, innovation, and perspectives shaping the annuity and retirement industry.

Listen now | Spotify, Apple Podcasts and ThatAnnuityShow.com

01/05/2026

Episode coming soon!
Featuring: Eric Marhoun, Nassau

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

27/03/2026

Everyone’s talking about Agentic Agents, but what actually makes them work?

On the latest episode of That Annuity Show, we sat down with Brent Williams, and he reframed the conversation:

🤖 The tech is getting easier to build
🤝 The real value still comes from the human in the loop

Because even the best tools need direction, context, and judgment. That’s where experience and relationships show up.

The edge isn’t just in the technology. It’s in the people guiding it.
🎧 Episode out now | Spotify, Apple Podcasts, and at thatannuityshow.com

20/03/2026

Brent Williams, CEO of Benekiva, shares his journey from managing a large financial advisory firm to founding a claims automation company.

He discusses industry challenges like legacy systems, fragmented data, and the transformative potential of AI in claims processing, emphasizing a human-centered approach to technology.

Listen where you get your podcasts and at thatannuityshow.com

Learn more about Benekiva by visiting https://benekiva.com

13/03/2026

In this episode of the That Annuity Show, Nassau Financial Group’s Chief Investment Officer, Joe Orofino, joins Tisa Rabun-Marshall and Mark Fitzgerald to discuss current economic trends and the factors shaping today’s investment landscape.

The conversation explores inflation, interest rate movements, and how developments such as artificial intelligence and global trade policies may influence markets, investment strategies, and consumer behavior.

Listeners will gain perspective on market volatility, duration strategies, and the broader economic signals investors are watching.

Listen where you get your podcasts and: http://www.thatannuityshow.com

06/03/2026

Excited to welcome Brent Williams, CEO & Founder of Benekiva, back to That Annuity Show.

In this upcoming episode, we discuss topics shaping the future of the annuity business. Brent brings a thoughtful perspective on operational modernization and how insurers are approaching technology to support evolving service and operational needs.

Episode drops soon. Stay tuned wherever you get your podcasts.
www.thatannuityshow.com

06/02/2026

In this episode of That Annuity Show, Kartik Sakthivel discusses the transformative impact of AI on the insurance industry. Listen to explore the evolution of AI, its ethical implications, and the importance of governance.

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

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