
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.
| Publishes | Weekly | Episodes | 293 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Categories | InvestingEducationBusiness | ||||

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
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 conve... more
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 i... more
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
People also subscribe to these shows.


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!
They have great conversations but need to invest in an editing team. Literally got phones ringing and all other random noises throughout all episodes
This is really good way to stay on top of issues related to annuity sales.
Well done.
Great Podcast for technology leaders wishing to learn more about the annuity business.
Key themes from listener reviews, highlighting what works and what could be improved about the show.










Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | |
|---|---|
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
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
Rephonic provides a wide range of podcast stats for That Annuity Show. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to That Annuity Show and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for That Annuity Show, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
Rephonic provides comprehensive predictive audience data for That Annuity Show, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
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.
These podcasts share a similar audience with That Annuity Show:
That Annuity Show launched 7 years ago and published 293 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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.
Rephonic pulls ratings and reviews for That Annuity Show from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
Rephonic provides full transcripts for episodes of That Annuity Show. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
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.