That Annuity Show

Business

That Annuity Show

by Nassau Financial Group

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.

101 episodes

EN language

All Episodes

1

287 - The Future of Claims Processing: Insights from Brent Williams

30:36 Mar 20, 2026

2

286 - Nassau's CIO on Inflation, Interest Rates, and the Economic Impact of AI

18:55 Mar 13, 2026

3

285 - AI and Tech: What's Next for Annuities? Insights from David Novak

28:48 Nov 14, 2025

4

284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)

36:57 Oct 31, 2025

5

283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow

40:27 Oct 24, 2025

6

282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA

7:03 Oct 10, 2025

7

281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications

16:54 Oct 3, 2025

8

280 - AI, People, and Change: Jim Kerley Live from LIMRA

22:31 Sep 26, 2025

9

279 - A Discussion on the Future of Insurance Technology with Aspida's CIO and CTO

46:38 Sep 19, 2025

10

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

12:01 Sep 5, 2025

11

Rerelease 262 – All Things MYGA with Jeff Affronti

36:01 Aug 29, 2025

12

277 - Joe Jordan on Navigating Change In World of Advice

43:37 Aug 15, 2025

13

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

42:07 Aug 8, 2025

14

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

32:31 Jul 11, 2025

15

274 - Joe Nunes on Navigating the Future of Retirement Planning

40:56 Jul 4, 2025

16

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

38:35 Jun 27, 2025

17

272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers

40:44 Jun 20, 2025

18

271 - Prudential, Global Atlantic, Conning & Zinnia on AI Transformation

38:03 Jun 13, 2025

19

270 - Nassau's David Czerniecki On Tariffs, Bonds, and Nuclear Reactors

22:11 Jun 6, 2025

20

268 - Miles O'Keefe On Navigating Life's Transitions: Financial, Healthcare, and Funeral Planning

44:42 May 23, 2025

21

267 - Roger Kahlon on Digital Transformation in the Annuity Industry

32:03 May 9, 2025

22

266 - Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income

39:38 May 2, 2025

23

265 - Philip Chao on Building Guaranteed Income At The Workplace

50:39 Apr 25, 2025

24

264 - Oceanview's Ben Faught on The Pricing Challenges of Annuities

46:05 Apr 20, 2025

25

263 -Tom Totten and Building Lifetime Income through ESOPs

47:25 Apr 11, 2025

26

262 - All Things MYGA with Jeff Affronti

36:01 Apr 4, 2025

27

261 - In-Plan Annuities 101 with Ramsey Smith & Graham Clark

39:21 Mar 28, 2025

28

260 - Deloitte's Dan McCoach on AI, Cyberthreats and Transforming the Insurance Industry

33:43 Mar 21, 2025

29

259 - Nassau's David Czerniecki on Tariffs, AI and Productivity

21:03 Mar 14, 2025

30

258 - ALEXIncome's Ramsey Smith and Graham Clark on In-plan Annuities

49:30 Mar 7, 2025

31

257 - Security Benefit's Toby Leonard on Growing Annuity Sales in the RIA Channel

35:56 Feb 28, 2025

32

256 - Celent's Karen Monks on Technology Trends

43:44 Feb 21, 2025

33

255 - Oceanview's Jim Ryan on Building Success Through Simplicity

25:16 Feb 14, 2025

34

254 - IRI's Katherine Dease On Transforming Annuities - Turning Data Challenges Into Digital Solutions

37:12 Feb 7, 2025

35

253 - Sheryl Moore with Michele Trogni on Transforming Retirement

24:12 Jan 31, 2025

36

252 - Catching Up With Joe Jordan

33:50 Jan 24, 2025

37

251 - Arun Muralidhar on SeLFIES And A New Option for Retirement Security

43:07 Jan 17, 2025

38

250 - Josh Everett and Team Discuss The Impact of India on the U.S. Annuity Market

36:12 Jan 10, 2025

39

248 - Kerra Bolton - Telling The Story Of Retirement Planning

33:12 Dec 20, 2024

40

248 - David Czernieki on Tariffs, AI, & Nuclear Power

24:20 Dec 13, 2024

41

247 - ITC: Climate, Risk, and Retirement Security

41:44 Dec 6, 2024

42

246 - Suzanne Norman and The Emotional Landscape of Retirement

45:05 Nov 29, 2024

43

245 - ITC: AI Innovation in Life Insurance & Annuities

41:36 Nov 22, 2024

44

244 - Sri Reddy on Navigating The Annuity Landscape

48:06 Nov 15, 2024

45

243 - Mike Odor and Branislav Nikolic on Making Sense of FIA Allocations

41:27 Nov 1, 2024

46

242 - Sheryl J. Moore on the Future of Annuity Innovation

34:05 Oct 25, 2024

47

241 - Lesley Mann and David Macchia on Redefining Retirement Security

42:33 Oct 18, 2024

48

240 - Jan Buchsbaum and Speeding Annuities to Market

43:43 Oct 4, 2024

49

239 - Improving Customer Experience to Grow Annuity Sales

48:17 Sep 20, 2024

50

238 - Is The AI Industry In A Bubble with David Czerniecki

19:10 Sep 9, 2024

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