264 - Oceanview's Ben Faught on The Pricing Challenges of Annuities
Release Date: 04/20/2025
289 - Embracing Empathy and Innovation in Insurance with Maria Ferrante-Schepis
That Annuity Show
Empathy can play an important role in helping clients move from recognizing a need to feeling ready to take action. In a recent episode of The Annuity Show, Maria Ferrante-Schepis, founder of Think Worthy Consulting, discussed how insurance professionals can better understand the “invisible wall” between unmet need and concept of negative demand. Her perspective: education alone may not be enough. Meaningful two-way conversations can help advisors better understand client concerns, build trust, and support more informed decision-making. As...
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288 - The DOL Fiduciary Rule: Where Things Stand Today
That Annuity Show
What do recent legal and regulatory developments mean for financial professionals? In this episode, we examine the current status of the Department of Labor's fiduciary rulemaking efforts, the related litigation, and the implications for advisors, insurers, and the broader financial services industry. Joining the conversation are Eric Lund Marhoun, Senior Counsel at Nassau Financial Group, and Kent Mason, Partner at Davis & Harman LLP. They discuss the evolution of the fiduciary rule, recent court decisions, the role of industry organizations in the regulatory process, and practical...
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287 - The Future of Claims Processing: Insights from Brent Williams
That Annuity Show
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 in claims processing, emphasizing a human-centered approach to technology. Learn more about Benekiva: Tune into TAS for additional episodes:
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286 - Nassau’s CIO on Inflation, Interest Rates, and the Economic Impact of AI
That Annuity Show
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 conversation explores inflation, interest rate movements, and how developments such as artificial intelligence and global trade policies may influence markets, investment strategies, and consumer behavior. Listeners will gain perspective on market volatility, duration strategies, and the broader economic signals investors are watching. Learn...
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285 - AI and Tech: What's Next for Annuities? Insights from David Novak
That Annuity Show
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 insights to next-generation tools, they delve into how technology is reshaping client engagement, driving operational efficiency, and setting the stage for the industry’s next wave of innovation. Learn more at
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284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)
That Annuity Show
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. Qiyun shares her background in insurance and technology, explaining how Fintary aims to streamline revenue growth through flexible compensation structures and automation. The conversation delves into the complexities of multi-level distribution, the importance of data integration, and the need for modern solutions in a traditionally fragmented...
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283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow
That Annuity Show
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 challenges of product design, and the importance of education in the industry. The conversation highlights global trends, the impact of societal shifts on insurance needs, and the necessity for flexible, bundled products that cater to the modern consumer. The role of technology and digital engagement in transforming the insurance landscape is also...
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282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA
That Annuity Show
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 to agentic AI doing, with underwriting workbenches embedding decision engines, Rx/MIB data, and scoring to move closer to instant decisions at point of sale. He maps today’s reality in service and claims—AI clearing level-one while humans handle complexity—and explains why annuities and RILAs remain red-hot despite cooling...
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281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications
That Annuity Show
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, intelligent platform where print and digital are orchestrated together—with auto-failover (email → mail), real-time delivery confirmation for agents, and 10-year, regulation-ready audit trails. They sketch what’s next: dynamic, personalized content (QR codes,...
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280 - AI, People, and Change: Jim Kerley Live from LIMRA
That Annuity Show
Recorded live on the floor of the LIMRA Annual Conference, host Paul Tyler and guest host, Tom Rios sit down with Jim Kerley, Managing Partner at Clearview Partners, for a candid conversation on what really moves the needle: going deep with AI (not broad), building a clear roadmap, and supporting people through constant change. Jim shares pragmatic guidance for carrier executives—how to future-proof your career, reduce organizational stress, upskill teams, and use industry resources and peer networks to turn transformation into measurable outcomes. If you’re leading strategy,...
info_outlineToday, we welcome Ben Faught, Chief Actuary at Oceanview Life. The conversation delves into the success story of Oceanview Life, its unique investment strategies focusing on mortgage-backed securities, and the challenges and considerations in pricing annuities.
Ben shares insights on market trends, the importance of understanding asset-liability matching, and the future of fixed index annuities in a changing economic landscape. The discussion emphasizes the role of actuaries in advocating for clients and ensuring sustainable business practices.
Learn more at our website, thatannuityshow.com