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That Annuity Show

Nassau Financial Group
Retirement Planning
Annuities
Financial Literacy
Emotional Well-Being
Interest Rates
Purpose In Retirement
Retirement Security
Investment Industry
AI In Insurance
CFA Society Boston
Alliance For Lifetime Income
Defined Benefit Plans
Inflation
Fixed Indexed Annuities
Artificial Intelligence
Consumer Finance
Selfies
Purpose-Driven Planning
Retirement
Pension Risk Transfer

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.

PublishesWeeklyEpisodes290Founded7 years ago
Number of ListenersCategories
InvestingBusinessEducation

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Artwork for That Annuity Show

Latest Episodes

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. Qiyu... more

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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 chal... more

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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 t... more

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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, int... more

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Key Facts

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Recent Guests

William Bengen
Creator of the 4% rule and financial advisor
Episode: 266 - Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income
Philip Chao
Financial services entrepreneur and founder of Experiential Wealth and Nexus 338
Experiential Wealth and Nexus 338
Episode: 265 - Philip Chao on Building Guaranteed Income At The Workplace
Ben Faught
Vice President and Chief Actuary at Oceanview Life and Annuity Company
Oceanview Life and Annuity Company
Episode: 264 - Oceanview's Ben Faught on The Pricing Challenges of Annuities
Tom Totten
Actuary and serial entrepreneur, advising on ESOPs
Stochastic
Episode: 263 -Tom Totten and Building Lifetime Income through ESOPs
Jeff Affronti
President and CEO of FSD Financial Services for over three decades, a well-known figure in the annuity and retirement income space.
FSD Financial Services
Episode: 262 - All Things MYGA with Jeff Affronti
Toby Leonard
Assistant Vice President of Product Development at Security Benefit, focusing on retirement solutions
Security Benefit
Episode: 257 - Security Benefit's Toby Leonard on Growing Annuity Sales in the RIA Channel
Karen Monks
Principal Analyst at Celent specializing in technologies shaping the life insurance sector
Celent
Episode: 256 - Celent's Karen Monks on Technology Trends
Jim Ryan
Executive Director and Head of Distribution at Oceanview
Oceanview
Episode: 255 - Oceanview's Jim Ryan on Building Success Through Simplicity
Katherine Dease
Chief Technology and Innovation Officer at the Insured Retirement Institute (IRI)
Insured Retirement Institute
Episode: 254 - IRI's Katherine Dease On Transforming Annuities - Turning Data Challenges Into Digital Solutions

Host

Paul Tyler
Host of various discussions focused on retirement income strategies, financial planning, and annuities.

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 States3 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 States3 years ago
  • Excellent

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

    Apple Podcasts
    5
    lmwestchester
    United States6 years ago
  • Great

    Well done.

    Apple Podcasts
    5
    cdsuibsuvdu
    United States6 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.

Some feedback points to audio quality issues that detract from an otherwise strong program.
The podcast offers great conversations about annuities and financial planning.
Listeners find the content informative and accessible, especially for someone new to complex topics.

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Talking Points

Recent interactions between the hosts and their guests.

251 - Arun Muralidhar on SeLFIES And A New Option for Retirement Security
Q: How does the Brazilian app for purchasing these bonds work?
The app allows users to enter their age, target retirement age, and investment amount, providing instant access to purchase bonds, enabling financial inclusion.
251 - Arun Muralidhar on SeLFIES And A New Option for Retirement Security
Q: What happens in year 21 for retirees after their payments stop?
The instrument is designed for a population with lower life expectancies, meaning most may not live beyond the 20-year payout period, allowing for inheritability of the bond.
241 - Lesley Mann and David Macchia on Redefining Retirement Security
Q: Why are you in this business?
Lesley expresses that the motivation is to serve members and ensure they are happy and secure in their retirement.
241 - Lesley Mann and David Macchia on Redefining Retirement Security
Q: Lesley, could you talk about your company's focus and where it intersects with the work that David's been doing?
Lesley discusses the need for changing demographics and how GBU Life is developing a systematic savings plan to attract younger generations for guaranteed income.
248 - David Czernieki on Tariffs, AI, & Nuclear Power
Q: What do falling interest rates mean for the insurance industry?
Falling rates are generally not great for sales in fixed annuities, but if they are due to a strong economy, there could still be positive impacts depending on consumer behavior.

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 content consistently revolves around the intricacies of retirement planning, with a strong emphasis on annuities, particularly fixed indexed annuities. Episodes feature discussions on the 4% rule for sustainable income, guaranteed income solutions within retirement plans, and innovative strategies for navigating annuity pricing and market changes. By highlighting insights from industry experts, the episodes offer practical advice for agents and financial planners aiming to enhance their understanding and application of annuities in client interactions. The focus on blending technology with traditional approaches to retirement planning makes the content particularly relevant and actionable for professionals in the finance sector.

Where can I find podcast stats for That Annuity Show?

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How many listeners does That Annuity Show get?

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How many subscribers and views does That Annuity Show have?

To see how many followers or subscribers That Annuity Show has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to That Annuity Show?

These podcasts share a similar audience with That Annuity Show:

1. Motley Fool Money
2. The Retirement and IRA Show
3. The Long View
4. How to Money
5. Retire With Style

How many episodes of That Annuity Show are there?

That Annuity Show launched 7 years ago and published 290 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact That Annuity Show?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for That Annuity Show?

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What guests have appeared on That Annuity Show?

Recent guests on That Annuity Show include:

1. William Bengen
2. Philip Chao
3. Ben Faught
4. Tom Totten
5. Jeff Affronti
6. Toby Leonard
7. Karen Monks
8. Jim Ryan

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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