In this episode of That Annuity Show, recorded live at RetiretechTM Vegas, we delve into the dynamic interplay between technology, regulation, and innovation within the insurance industry. Our panelists, including Commissioners Andrew Mais from Connecticut, Nathan Houdek from Wisconsin, Kathleen Birrane from Maryland, and Troy Downing from Montana,…

On April 8-10, we held our third RetiretechTM event...this time in Las Vegas. Joe Jordan joined us as a keynote speaker. The next day, we caught up with him in the expo hall of RetiretechTM Las Vegas and talked to him more about the future of purpose-driven retirement planning. Learn more: https://imagine.nfg.com/retiretech-2024/…

Tamiko Toland and Michael Finke join us today as founders of Income Path. Income Path is a tool that visualizes retirement income paths and the impact of annuities on that journey. A conversation with Bill Sharpe in 2018 provided the spark for this new venture. The tool aims to shift the narrative from fear-based discussions to positive outcomes an…

217 - The Peak 65 Zone Is Here With Jason Fichtner Jason Fichtner, Chief Economist, Bipartisan Policy Center & Executive Director, Retirement Income Institute, Alliance for Lifetime Income joins us today to talk to us about his latest paper. Jason recently released the 2024 edition of “The Peak 65® Zone Is Here – Creating A New Framework For Americ…

In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discusss various economic topics, including China's economic slowdown, energy prices, inflation, and global conflicts. They explore the implications of these issues on the global economy and provide insights into potential future developments. Takeaways China's e…

Summary Ron Gura, the co-founder and CEO of Empathy joins us today on our show. Empathy aims to provide support and guidance to individuals who have lost a loved one, helping them navigate the administrative and emotional aspects of the process. He shares his personal journey and the inspiration behind starting Empathy. The conversation delves into…

Summary Andrew Unkefer, an industry legend joins us to talk about the importance of relationships in the industry, the impact of technology, the future of the producer and IMO space, the shift to virtual meetings, consolidation in the industry, the impact of regulation, and the integration of estate planning and financial solutions. Andrew also sha…

Zinnia provides technology and administrative services to over 40 life, annuity, and retirement carriers. We had the opportunity to discuss the future of insurance service and technology with Michele Trogni, CEO at Zinnia and Operating partner at Eldridge, and George Esposito, General Counsel, Head of Business Development for Zinnia in their Greenw…

Summary In this episode, Paul Tyler and his guests discuss the Department of Labor's new rules and their implications for insurance agents. They explore the impact on independent agents and the potential migration towards the RIA industry. The conversation also touches on public policy considerations and the need for proper regulation. Michelle Ric…

Summary James Wong, our guest today, shares his perspective on the future of annuity distribution. The main takeaway…build strong relationships today in order to navigate the changing landscape of the industry tomorrow. The conversation covers industry associations, survey work, product innovation, acquisitions, and the implications for agents and …

Summary In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall interview Marshall Heitzman, VP of Advanced Planning Consulting at TruStage. They discuss the role of annuities in comprehensive planning and the importance of understanding clients' values and goals. Marshall shares his personal experience with behavioral finance tech…

Summary In this episode of That Annuity Show, Bobby Samuelson, President of Life Innovators, discusses the current state of the annuity market and the challenges and opportunities it presents. He highlights the entry of new companies into the market and the different strategies they employ. Bobby also discusses the role of proprietary indices in an…

“208 - Improving the #AnnuityUX in 2024 With David Hanzlik" Summary In this episode, Paul Tyler, Ramsey Smith, and Dave Hanzlik discuss the annuity industry and the changes that occurred in 2023. They talk about the rebranding of TruStage, the growth in annuity sales driven by the rate environment, and the success of fixed annuities and fixed index…

Summary Ema Roloff, Co-Founder and Principal Consultant of Roloff Consulting, discusses the challenges and opportunities of digital transformation in the annuity and broader insurance industry. She emphasizes the importance of addressing legacy systems and the education gap in digital literacy. Ema provides insights on how to start building digital…

We can’t believe we’re near the end of the fourth quarter already. Today we sit down with David Czerniecki, Chief Investment Officer for Nassau Financial Group. We cover interest rates, geopolitics, inflation, and AI. Interested in learning more? https://www.thatannuityshow.com

It's hard to escape a news show, magazine or newspaper without reading about AI these days. How will it affect our business? That's what we explore today with David Macchia, CEO and Founder of Wealth2K. Learn more: https://www.wealth2k.com Gain additional industry insight: https://thatannuityshow.com/episodes…

As the market heads into its final quarter, we thought you would enjoy hearing Tamiko Toland's take on trends in 2023. In this episode, we talk about the 401(k) market, retail annuities, and the consulting firm that Tamiko is building next.

Our world is filled with risks today. At a personal level, we've spent a lot of time talking about risks in managing retirement. Today, we explore how those risks overlap with those of carriers with Tamara Burden, Deputy Chief Risk Officer of National Life Group.

David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us today to talk about the economy. In this episode, we cover a cooling economy in China, an improving outlook for our supply chain, a steadying job market, and the current cost of climate change.

Leads really are the lifeblood of many retirement practices. However, changes in regulation both in the annuity and Medicare space may put an end to the market for leads as many agents know it. Danny Greeson and Josh Solomon from Introz join us today to talk about the changes agents will need to make in the future to find new clients. Links mention…

What's changed in our business? What hasn't? Today, we have a great conversation with industry veteran Scott Stolz, Managing Director of iCapital. Links mentioned in the show: https://www.linkedin.com/in/scott-stolz-cfp-ricp-64a0102/ https://icapital.com/

Most retirement plans start with Social Security. However, very few people actually understand how their payment is determined or what their check could be. Jeff Quigley, Vice President at LifeYield joins us today to discuss his mission to change this and how his company is actually doing it. Links mentioned in the show: https://www.lifeyield.com/…

In the retirement industry, we're living through a lot of change. Who could be better to help us put the challenges in perspective than Jim Kerley, Managing Partner at Clearview Partners. Jim has played a leading role at startups, at carriers, and at industry associations over the years. Listen today to get great insight into what might happen next…

Have we gotten any smarter about retirement and annuities since 2008? That was the year in which today's guest Kerry Pechter, first released his book, "Annuities For Dummies". Kerry joins us to talk about his new version that the series just released in 2023. As it turns out a lot has happened in the world of annuities over the past 15 years. Howev…

Emerging augmented reality and virtual reality technology present an interesting opportunity to create memorable experiences for clients. Panos Leledakis, President & CEO at IFA Academy joins us today to talk about his insurance practice and how new technology has driven growth in his business across two continents. Links mentioned in the show: htt…