That Annuity Show

Nassau Financial Group

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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.

14/11/2025

285 - AI and Tech: What's Next for Annuities? Insights from David Novak

This episode of That Annuity Show brings together Paul Tyler, Bruno Caron, Tom Buckingham, James Wong and featured guest David Novak, CEO and Founder, Annuities Genius for a candid discussion on the intersection of AI and annuities. From conference insights to next-generation tools, they delve into how technology is reshaping client engagement, driving operational efficiency, and setting the stage for the industry's next wave of innovation. Learn more at www.thatannuityshow.com

29 min
31/10/2025

284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)

Summary In this episode of That Annuity Show, Paul Tyler and Bruno Caron engage with Qiyun Cai, founder and CEO of Fintary, to discuss the challenges and innovations in the insurance industry, of managing and optimizing compensation and revenue. Qiyun shares her background in insurance and technology, explaining how Fintary aims to streamline revenue growth through flexible compensation structures and automation. The conversation delves into the complexities of multi-level distribution, the importance of data integration, and the need for modern solutions in a traditionally fragmented industry. Learn more at www.thatannuityshow.com

37 min
24/10/2025

283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow

In this episode of That Annuity Show, Paul Tyler, Tisa Rabun-Marshall, and Bruno Caron talk with Samantha Chow from Capgemini to discuss the findings of the World Life Insurance Report. They explore consumer sentiment towards life insurance, the challenges of product design, and the importance of education in the industry. The conversation highlights global trends, the impact of societal shifts on insurance needs, and the necessity for flexible, bundled products that cater to the modern consumer. The role of technology and digital engagement in transforming the insurance landscape is also emphasized, along with the potential for wealth transfer among younger generations. Listen now at www.thatannuityshow.com

40 min
10/10/2025

282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA

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

7 min
03/10/2025

281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications

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

17 min
26/09/2025

280 - AI, People, and Change: Jim Kerley Live from LIMRA

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. Learn more at www.thatannuityshow.com

23 min
19/09/2025

279 - A Discussion on the Future of Insurance Technology with Aspida's CIO and CTO

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. Learn more at www.thatannuityshow.com

47 min
05/09/2025

278 - Nassau's CIO Joe Orofino on Fed Cuts, AI Risks, and Social Security

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

12 min

We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.

Creator

Nassau Financial Group
Years Active

2019 - 2025
Episodes

291
Rating

Clean
Copyright

© Nassau Financial Group
Show Website

That Annuity Show