That Annuity Show podcast

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Exile

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Episode 10: From Refugee to Radical 44:09

לפני 2 years44:09

הפעל מאוחר יותר

רשימות

לייק

אהבתי

44:09

When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

That Annuity Show

שתפו

בית הסדרות•Feed

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.

264 פרקים

#Trading #Business #Nassau Financial Group #Agent #Income #Pension #Podcasting Education #Investing #Retirement #Annuity #Senior

That Annuity Show

updated לפני 5 שעות

שתפו

בית הסדרות•Feed

264 פרקים

#Trading #Business #Nassau Financial Group #Agent #Income #Pension #Podcasting Education #Investing #Retirement #Annuity #Senior

Alle Folgen

That Annuity Show

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258 - ALEXIncome's Ramsey Smith and Graham Clark on In-plan Annuities 49:30

לפני 5 hours49:30

49:30

Ramsey Smith and Graham Clark share insights on the challenges of securing retirement income, the importance of 401k plans, and the need for effective stakeholder engagement. They explore how ALEXIncome aims to provide sustainable solutions that bridge the gap between traditional retirement income sources and modern investment strategies, emphasizing the significance of education and transparency for plan participants. This conversation delves into the complexities of retirement planning, focusing on the importance of guaranteed income, the impact of market disruptions on investment strategies, and the role of technology and innovative products in enhancing financial security for retirees. The discussion highlights the need for a shift in how retirement funds are managed, emphasizing the benefits of annuities and the potential of blockchain technology in simplifying processes.…

That Annuity Show

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257 - Security Benefit's Toby Leonard on Growing Annuity Sales in the RIA Channel 35:38

לפני 7 ימים35:38

35:38

Summary In this episode of That Annuity Show, Paul Tyler interviews Toby Leonard, Assistant Vice President of Product Development at Security Benefit. They discuss the evolution of annuities, particularly fixed index annuities, and their role in financial planning. The conversation highlights the importance of education, technology, and the impact of AI on the insurance industry. They also explore market trends, predictions for annuity sales, and the significance of annuities in the RIA space. Learn more at thatannuityshow.com…

That Annuity Show

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256 - Celent's Karen Monks on Technology Trends 43:44

לפני 14 ימים43:44

43:44

Karen Monks, a principal analyst at Celent, discusses the intersection of technology and life insurance. Karen shares her insights on how AI is transforming underwriting processes, the impact of COVID on consumer behavior, and the driving forces behind technology adoption in the insurance industry. The conversation also explores the challenges of integrating legacy systems with modern technology, the importance of consumer experience, and the skills needed for future success in the industry.…

That Annuity Show

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255 - Oceanview's Jim Ryan on Building Success Through Simplicity 25:16

לפני 21 ימים25:16

25:16

In this episode of That Annuity Show, hosts Paul Tyler and Bruno Caron welcome Jim Ryan, Executive Director and Head of Distribution at Oceanview, to discuss the company's growth since its 2019 launch. Jim shares insights into how Oceanview has established itself in the annuity market. The conversation explores the evolution of both MYGA and FIA products, the critical importance of technological integration across multiple platforms, and why keeping products simple can be a key to success. The conversation emphasizes simplicity, technology investment, and focus on efficiency to help adapt to market changes. Listen for Jim’s optimistic outlook for incremental industry growth in the coming years. Learn more at thatannuityshow.com…

That Annuity Show

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254 - IRI's Katherine Dease On Transforming Annuities - Turning Data Challenges Into Digital Solutions 37:12

לפני 29 ימים37:12

37:12

Katherine Dease, the Chief Technology and Innovation Officer for Insured Retirement Institute (IRI) discusses the future of annuities and how the Digital First Initiative could accelerate growth. With special guest host, Michael Celi, Chief Product Officer of Zinnia, Katherine shares insights on the challenges of modernizing the annuity industry, particularly the data problems that hinder innovation. The conversation highlights the importance of user experience, the role of annuities in holistic financial planning, and the need for collaboration among industry players. They also touch on regulatory considerations and the metrics for measuring success in the initiative, emphasizing the call for industry participation to drive meaningful change. Learn more at thatannuityshow.com…

That Annuity Show

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253 - Sheryl Moore with Michele Trogni on Transforming Retirement 24:12

לפני 5 weeks24:12

24:12

In this episode industry leaders Sheryl Moore, Wink Inc., and Michele Trogni, CEO of Zinnia, a guest host, explore the evolving landscape of insurance and annuities, from digital transformation challenges to opportunities for growth. The discussion weaves together Moore's journey from personal investment challenges to becoming the "Annuity Rockstar" with Trogni's vision for technological innovation in the industry. They address the delicate balance between digital innovation and traditional agent-led sales while highlighting how technology can enhance consumer understanding and product accessibility. Learn more: thatannuityshow.com…

That Annuity Show

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252 - Catching Up With Joe Jordan 33:50

לפני 6 weeks33:50

33:50

In this episode, Paul Tyler and Bruno Caron catch up with Joe Jordan, a leading voice in purpose-driven planning, to discuss the evolving landscape of retirement. They explore the importance of finding meaning and purpose in retirement, the challenges posed by an aging population, and the emotional aspects of retirement that financial advisors often overlook. The conversation emphasizes the need for a holistic approach to retirement planning that includes community, relationships, and personal fulfillment. More about how Books:…

That Annuity Show

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251 - Arun Muralidhar on SeLFIES And A New Option for Retirement Security 43:07

לפני 7 weeks43:07

43:07

In this episode, Paul Tyler and Bruno Caron welcome back Arun Muralidhar, co-founder of Alpha Engine Global Investment Solutions, to explore "SeLFIES" (Standard of Living Indexed, Forward-starting, Income-only Securities), an innovative retirement solution he developed with Nobel laureate Robert Merton. Arun delves into Brazil's successful implementation of “SeLFIES”, which has attracted 105,000 investors and raised $2.8 billion since January 2023. The conversation highlights an approach to retirement planning that focuses on guaranteed monthly income rather than wealth accumulation, addresses the potential shortcomings of current retirement statements and target date funds, and explores potential implementations in other countries like India and the UK. Arun also discusses complementary innovations such as education bonds and using QR codes for retirement contributions, while emphasizing how these instruments could help address gender equity in retirement savings. For those interested in learning more about this groundbreaking approach to retirement security, Arun can be followed on LinkedIn: Listen to the full episode: thatannuityshow.com…

That Annuity Show

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250 - Josh Everett and Team Discuss The Impact of India on the U.S. Annuity Market 36:12

לפני 8 weeks36:12

36:12

In this episode, host Paul Tyler broadcasts from Noida, India, where he visits Zinnia's offices and speaks with their leadership team including Josh Everett (CEO of Zinnia India), Kapil Bhardwaj (Head of Global Processing), Pawan Choudhary (CTO), Rajan Agarwal (Head of Exchange Solutions), and Eti Gupta (Head of Marketing). Key highlights: Zinnia’s India operations manage an impressive 1.4 million calls annually and handle over 55% of North America’s variable annuity business, reflecting their critical role in the company’s global strategy. Once viewed as a back-office function, India’s operations have transformed into a Global Innovation Center (GIC), driving innovation and strategic growth. This shift leverages India’s diverse talent pool across key cities: Bangalore stands out as a hub for AI and tech innovation, Chennai excels in engineering and operational capabilities, and Delhi/NCR is renowned for its deep insurance expertise and skilled knowledge workers. The conversation focuses on how insurance companies need to evolve, with key recommendations to: Embrace transparency in operations Simplify complex processes Be bold in adopting new technologies Stay adaptable to changing trends Focus on building partnerships rather than vendor relationships The episode provides insights into how insurance companies can leverage India's talent and technology capabilities to transform their operations and improve customer experience.…

That Annuity Show

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248 - Kerra Bolton - Telling The Story Of Retirement Planning 33:12

לפני 11 weeks33:12

33:12

In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall engage with Kerra Bolton, a prolific writer and independent journalist, who shares her diverse career journey and insights into the retirement space. The conversation explores the challenges of career reinvention, the importance of understanding consumer concerns in retirement planning, and the role of fear and motivation in financial decision-making. Kerra emphasizes the significance of finding purpose in life and work, and how one's purpose can evolve over time. The episode provides valuable takeaways for financial professionals and agents on how to connect with clients and address their concerns effectively. Listen to learn more: thatannuityshow.com Learn more about Kerra:…

That Annuity Show

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248 - David Czernieki on Tariffs, AI, & Nuclear Power 24:20

לפני 12 weeks24:20

24:20

In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discuss the rapidly changing economic landscape, touching on global political trends, the implications of tariffs, market predictions, energy dynamics influenced by AI, and the impact of interest rates on the insurance industry. They explore how these factors interconnect and shape the future of the economy, emphasizing a cautious optimism moving forward.…

That Annuity Show

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247 - ITC: Climate, Risk, and Retirement Security 41:44

לפני 13 weeks41:44

41:44

Susan Winkler of CT IFS joins Paul Tyler as a guest host to discuss their interviews from InsureTech Connect (ITC) in Las Vegas. The podcast explores the critical intersection of climate risk and insurtech innovation, featuring conversations recorded during the conference. The episode includes insights from Stacey Brown of InsurTech Hartford discussing industry AI adoption trends; Sabine VanderLinden of Alchemy Crew examining climate risk and its impact on retirement planning; Tom Polowy of InsureGo addressing personal lines challenges in the Connecticut market; Travis Grassel from the Iowa Department of Insurance providing regulatory perspectives; and Vilas Shah of Infosys sharing sustainability initiatives and innovation budget trends for 2025.…

That Annuity Show

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246 - Suzanne Norman and The Emotional Landscape of Retirement 45:05

לפני 14 weeks45:05

45:05

In this episode of That Annuity Show, host Paul Tyler, along with guests Bruno Caron and Tisa Rabun-Marshall, engage in a comprehensive discussion with retirement planning expert Suzanne Norman. They explore the complexities of retirement planning, including the emotional landscape retirees face, the importance of financial literacy, and the concept of 'Peak 65' as a significant demographic shift. The conversation emphasizes the need for purpose in retirement, the role of financial advisors, and the emotional aspects of financial decision-making, particularly concerning longevity and healthcare costs. The episode concludes with insights on how to better engage clients in meaningful financial conversations. Links mentioned in the show: RISE Score and . (great for FPs and consumers). with a lot of education materials. Also, regarding the cognitive/financial topic, here are links to Chris Heye's Institute papers:…

That Annuity Show

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245 - ITC: AI Innovation in Life Insurance & Annuities 41:36

לפני 15 weeks41:36

41:36

Susan Winkler of CT IFS joins Paul Tyler as a guest host to discuss their interviews from InsureTech Connect (ITC) in Las Vegas. The podcast captures conversations with key industry leaders about AI innovation in the life and annuity sector, recorded during the conference. The episode features interviews with Nagesh Cherukupalli from Cognizant, who introduces the "Three I's" framework for AI implementation; Neeraja Rasmussen of SpyGlaz AI discussing sales optimization; Kumar Das Gupta from Allianz Life sharing carrier perspectives on AI investments; John Keddy from Lazarus exploring the concept of AI as a "Digital Coworker"; and Brent Williams of Benekiva providing market validation with concrete implementation metrics. Learn more at thatannuityshow.com…

That Annuity Show

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244 - Sri Reddy on Navigating The Annuity Landscape 48:06

לפני 16 weeks48:06

48:06

In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and Ramsey Smith discuss the importance of reaching more people in the annuity industry with their products. They are joined by Sri Reddy, Sri Reddy, senior vice president of Retirement and Income Solutions at Principal® and a Principal Securities Registered Representative, who shares insights on retirement income solutions, pension risk transfer, and the evolving landscape of defined benefit plans. The conversation delves into consumer behavior regarding annuities, the rise of registered indexed linked annuities (RILAs), and strategies to address longevity risk. Sri also highlights the role of research from the Employee Benefit Research Institute (EBRI) in understanding retirement behaviors and outcomes. Learn more: thatannuityshow.com Important Information: Principal Custody Solutions assets under administration (AUA) were nearly $1 trillion as of December 31, 2023. Before investing in registered index-linked annuities, investors should carefully consider the investment objectives, risks, charges and expenses of the contract and underlying investment options. This and other information is contained in the free prospectus which can be obtained from your local representative or online at principal.com. Please read the prospectus and, if available, the summary prospectus carefully before investing. Investment and insurance products are: · Not Insured by the FDIC or Any Federal Government Agency · Not a Deposit or Other Obligation of, or Guaranteed by Principal Bank or Any Bank Affiliate · Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Registered Index Linked Annuities do not directly participate in any stock, equity investments or index. It is not possible to invest directly in an index. Investing involves risk, including the possible loss of principal. IMPORTANT CONSIDERATIONS Index-linked deferred annuity contracts are complex insurance and investment vehicles. This contract is a security and there is a risk of substantial loss of principal and earnings. The risk of loss may be greater when early withdrawals are taken due to any charges and adjustments applied to such withdrawals. These charges and adjustments may result in loss even when the value of a segment option has increased. Clients should consult with a financial professional about the appropriateness of this product based on their financial situation and objectives. There is risk that this segment interim value could be less than the original premium payment even if the applicable index has been performing positively. The buffer or floor rate provides limited protection. There is a possibility of a significant amount of loss of the total premium payment, credited interest and prior earnings. In the index-linked segment options it is possible that the total loss could be 100%. If clients choose to allocate amounts to an index-linked segment option subject to a cap rate, that rate limits the positive index change, if any, that may be credited to the annuity for a given segment term. The participation rate limits the positive index change, if any, that may be credited to the annuity for a given segment term. It is possible to receive less than the full protection of the buffer rate or floor rate. Once a segment lock-in is executed, it is irrevocable for that segment term. A lock-in will not be applied retroactively and can only be exercised for the entire segment option. A segment lock-in may only be exercised once per segment term for each index-linked segment option. There is no guarantee that any particular segment option or index will be available during the entire period. All guarantees and benefits of the insurance policy are backed by the claims-paying ability of the issuing insurance company. Policy guarantees and benefits are not obligations of, nor backed by, the broker/dealer and/or insurance agency selling the policy, nor by any of their affiliates, and none of them makes any representations or guarantees regarding the claims-paying ability of the issuing insurance company. Pension plan assets transferred to an insurance company group annuity contract through a Pension Risk Transfer are guaranteed by the claims-paying ability of the issuing insurance company. The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. Employee Benefit Research Institute (EBRI) is not an affiliate of any company of the Principal Financial Group®. Annuity products and services are offered through Principal Life Insurance Company®. Custody and trust services are provided by Principal Bank®, Member FDIC, and/or Principal Trust Company®. These services are provided under the trade name Principal® Custody Solutions. Principal Trust Company is a trade name of Delaware Charter Guarantee & Trust Company. Securities offered through Principal Securities, Inc., member SIPC, and/or independent broker/dealers. Principal Global Investors® leads global asset management. Referenced companies are members of the Principal Financial Group®, Des Moines, Iowa 50392, principal.com. Annuities have limitations. They are long-term vehicles designed for retirement purposes. Annuities are not intended to fund short-term savings goals. Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and services marks of Principal Financial Services, Inc., in various countries around the world. 3997008-102024…

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