That Annuity Show

Nassau Financial Group
  • 4.7 (22)
  • 投资
  • 两周一更

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.

  1. 278 - Nassau's CIO Joe Orofino on Fed Cuts, AI Risks, and Social Security

    9月5日

    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 分钟
  2. Rerelease 262 – All Things MYGA with Jeff Affronti

    8月29日

    Rerelease 262 – All Things MYGA with Jeff Affronti

    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

    36 分钟
  3. 277 - Joe Jordan on Navigating Change In World of Advice

    8月15日

    277 - Joe Jordan on Navigating Change In World of Advice

    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

    44 分钟
  4. 276 - AM Best’s Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities

    8月8日

    276 - AM Best’s Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities

    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

    42 分钟
  5. 275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry

    7月11日

    275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry

    Summary 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

    33 分钟
  6. 274 - Joe Nunes on Navigating the Future of Retirement Planning

    7月4日

    274 - Joe Nunes on Navigating the Future of Retirement Planning

    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: www.thatannuityshow.com

    41 分钟
  7. 273 - Kartik Sakthivel on Driving AI Innovation Across The Insurance Industry

    6月27日

    273 - Kartik Sakthivel on Driving AI Innovation Across The Insurance Industry

    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

    39 分钟
  8. 272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers

    6月20日

    272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers

    In this episode, Paul Tyler and Tisa Rabun-Marshall discuss the intersection of annuities and AI with Jay Singh, founder of Hedgness. Jay and our hosts explore innovation in the annuity space, the importance of compliance, and how AI can enhance sales efficiency without disrupting existing workflows. Jay shares insights on successful AI implementation, the significance of meeting users where they are, and the potential ROI from AI adoption. The conversation also delves into specific use cases, particularly around illustrations for wholesalers, and the broader implications for the insurance industry. Learn more at thatannuityshow.com

    41 分钟
查看全部 284 集

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关于

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.

信息

  • 创作者
    Nassau Financial Group
  • 活跃年份
    2019年 - 2025年
  • 单集
    284
  • 分级
    儿童适宜
  • 版权
    © Nassau Financial Group
  • 节目网站
    That Annuity Show

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