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That Annuity Show

Nassau Financial Group
Retirement Planning
Annuities
Artificial Intelligence
Insurance Industry
Interest Rates
Fixed Indexed Annuities
Financial Literacy
Inflation
Emotional Well-Being
Life Insurance
Purpose In Retirement
MYGA
Multi-Year Guaranteed Annuities
Investment Industry
Retirement Security
401(k) Plans
Annuity Laddering
Financial Services
Technology In Finance
Consumer Experience

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.

PublishesMonthlyEpisodes296Founded7 years ago
Number of ListenersCategories
InvestingBusinessEducation

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Artwork for That Annuity Show

Latest Episodes

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 ba... more

YouTube

Empathy can play an important role in helping clients move from recognizing a need to feeling ready to take action. In a recent episode of The Annuity Show, Maria Ferrante-Schepis, founder of Think Worthy Consulting, discussed how insurance professio... more

YouTube

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, in... more

YouTube

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 i... more

YouTube

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Maria Ferrante-Schepis
Founder of Think Worthy Consulting; author and industry speaker
Think Worthy Consulting
Episode: 289 - Embracing Empathy and Innovation in Insurance with Maria Ferrante-Schepis
Eric Marhoun
Senior Counsel, Nassau Financial
Nassau Financial
Episode: 288 - The DOL Fiduciary Rule: Where Things Stand Today
Kent Mason
Partner, Dave and Harman
Dave and Harman
Episode: 288 - The DOL Fiduciary Rule: Where Things Stand Today
Joe Orofino
Joined Nassau Financial Group in 2023; executive with investments, risk, and distribution
Nassau Financial Group
Episode: 286 - Nassau's CIO on Inflation, Interest Rates, and the Economic Impact of AI
David Novak
Founder of Agatha Global Tech, insurtech entrepreneur
Agatha Global Tech
Episode: 285 - AI and Tech: What's Next for Annuities? Insights from David Novak
Qiyun Cai
Founder and CEO of Fintary
Fintary
Episode: 284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)
Samantha Chow
Vice President and Global Life, Annuities and Health Sector Leader at Capgemini
Capgemini
Episode: 283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow
Ken Leibow
Industry technology executive/analyst focused on insurance tech
Episode: 282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA
Tim Mader
Insurance industry veteran, representative from O'Neil Digital Solutions
O'Neil Digital Solutions
Episode: 281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications

Host

Paul Tyler
Host of That Annuity Show

Reviews

4.6 out of 5 stars from 26 ratings
  • Good Conversation Bad Quality

    They have great conversations but need to invest in an editing team. Literally got phones ringing and all other random noises throughout all episodes!! Now they mentioned my comment and the next episode Ramsey is completely inaudible and my podcast is going blank every time he talks. Get it together!

    Apple Podcasts
    2
    Shaggy2q
    United States4 years ago
  • Good Conversation Bad Quality

    They have great conversations but need to invest in an editing team. Literally got phones ringing and all other random noises throughout all episodes

    Apple Podcasts
    3
    Shaggy2q
    United States4 years ago
  • Excellent

    This is really good way to stay on top of issues related to annuity sales.

    Apple Podcasts
    5
    lmwestchester
    United States7 years ago
  • Great

    Well done.

    Apple Podcasts
    5
    cdsuibsuvdu
    United States7 years ago
  • Great for Technology Leaders

    Great Podcast for technology leaders wishing to learn more about the annuity business.

    Apple Podcasts
    5
    Mertmat67
    United States7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Valuable deep dives on guaranteed income for advisors and tech leaders.
Fans appreciate clear explanations of annuity topics and retirement income concepts.
Conversations are great, but editing quality could improve due to background noise.
Easy-to-understand breakdowns of complex financial concepts.
Content is informative and well-suited for technology leaders seeking industry context.

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Talking Points

Recent interactions between the hosts and their guests.

276 - AM Best's Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities
Q: How has AM Best evolved its evaluation of more complex credit risks, such as private credit and structured securities?
AM Best emphasizes due diligence, covenant analysis, and stress testing on capital adequacy, with a focus on how affiliated investments and non-traditional assets impact insurers' balance sheets and creditworthiness.
276 - AM Best's Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities
Q: What are the driving factors behind trends among various annuities, particularly FIA, RILA, and similar products?
Rising interest rates, greater competition, and new entrants like private equity are expanding capacity and allowing more favorable crediting rates, while investors seek higher yields through alternative asset configurations.
Rerelease 262 – All Things MYGA with Jeff Affronti
Q: How long has Jeff been focused on MYGAs, and what is his background with these products?
Jeff shares that MYGAs were a family entry point, with a background passed down from his father, and explains his long-standing, hands-on experience shaping agent relationships and product development in the MYGA space.
281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications
Q: What are the current capabilities and benefits of the software that manages customer communications for insurers?
The software provides a single source of truth for all customer communications, supports both print and digital formats, allows real-time tracking, and can reprint or resend materials while on a call, improving delivery reliability and the customer experience.
284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)
Q: How should a BGA small agency begin approaching their commission system for better ROI?
Start by evaluating the current structure and growth goals, measure the true cost of administrative tasks, consider ROI of a system, and involve producers to define the reporting and data they need, then design a flexible, auditable compensation model.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About That Annuity Show

What is That Annuity Show about and what kind of topics does it cover?

The show consistently centers on retirement income strategies and the evolving annuity landscape, with episodes featuring prominent industry experts who discuss guaranteed income, pricing, product design, and workplace retirement solutions. Guests range from AMMs and actuaries to researchers and entrepreneurs, offering practical insights for independent agents and retirement planners who want to craft solid client recommendations. Noteworthy are deep dives into 4% withdrawal concepts, in-plan annuities, MYGAs, and the interplay between clients' needs and product features, all grounded in current market dynamics and regulatory considerations. The podcast tends to blend technical actuarial and advisory perspectives with actionable takeaways f... more

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Which podcasts are similar to That Annuity Show?

These podcasts share a similar audience with That Annuity Show:

1. "Fun With Annuities" The Annuity Man Podcast
2. Annuity Straight Talk
3. The Retirement and IRA Show
4. The Long View
5. The Rational Reminder Podcast

How many episodes of That Annuity Show are there?

That Annuity Show launched 7 years ago and published 296 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on That Annuity Show?

Recent guests on That Annuity Show include:

1. Maria Ferrante-Schepis
2. Eric Marhoun
3. Kent Mason
4. Joe Orofino
5. David Novak
6. Qiyun Cai
7. Samantha Chow
8. Ken Leibow

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