273 - Kartik Sakthivel on Driving AI Innovation Across The Insurance Industry
Release Date: 06/27/2025
275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry
That Annuity Show
Summary In this episode of That Annuity Show, Paul Tyler speaks with Krish Krishnan, CEO and founder of Magnifact, about the company's mission to streamline data aggregation in the insurance industry. They discuss the challenges of data management, the importance of digital transformation, and how AI is set to revolutionize the industry. Krish shares insights on the evolving relationships between carriers and distributors, the need for mobility in insurance, and his predictions for the future of the industry. Learn more at thatannuityshow.com
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274 - Joe Nunes on Navigating the Future of Retirement Planning
That Annuity Show
In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and guest Joe Nunes discuss the evolution of retirement planning, focusing on the shift from defined benefit (DB) to defined contribution (DC) plans. They explore the challenges faced by retirees today, the role of annuities, and the importance of adequate contributions to ensure financial security in retirement. The conversation also highlights the differences between the US and Canadian retirement systems, innovations in retirement savings, and strategies to address longevity risk. Listen now: www.thatannuityshow.com
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273 - Kartik Sakthivel on Driving AI Innovation Across The Insurance Industry
That Annuity Show
In this episode, Paul Tyler interviews Kartik Sakthivel, Vice President and CIO of LIMRA, discussing the transformative impact of AI on the insurance industry. They explore the evolution of AI, its ethical implications, and the importance of governance. Kartik shares insights from his personal journey in the industry and emphasizes the need for AI literacy and operational efficiency. The conversation highlights the potential of AI to expand access to insurance and the importance of innovation from all levels within organizations. They conclude with a look at future directions for AI...
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272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers
That Annuity Show
In this episode, Paul Tyler and Tisa Rabun-Marshall discuss the intersection of annuities and AI with Jay Singh, founder of Hedgness. Jay and our hosts explore innovation in the annuity space, the importance of compliance, and how AI can enhance sales efficiency without disrupting existing workflows. Jay shares insights on successful AI implementation, the significance of meeting users where they are, and the potential ROI from AI adoption. The conversation also delves into specific use cases, particularly around illustrations for wholesalers, and the broader implications for the insurance...
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271 - Prudential, Global Atlantic, Conning & Zinnia on AI Transformation
That Annuity Show
Join executives from Prudential, Global Atlantic, Conning and Zinnia as they dive deep into how artificial intelligence is reshaping the life and annuity industry. Recorded at Hartford AI Day, this candid panel explores the real ROI of AI investments, the dramatic potential for call center cost reduction, and the critical 90% challenge that isn't technology—it's changing human behavior. Learn more at and more on Hartford AI Day at
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270 - Nassau's David Czerniecki On Tariffs, Bonds, and Nuclear Reactors
That Annuity Show
In this episode, Paul Tyler and David Czerniecki discuss the current state of the markets, focusing on the interplay between tariffs, inflation, and economic indicators. They explore the implications of the bond market dynamics on the annuity industry, the impact of rising interest rates, and the role of AI and energy in shaping future market trends. David provides insights into the challenges posed by the rising deficit and the potential for economic growth, while also addressing the importance of energy production and regulatory changes.
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268 - Miles O'Keefe On Navigating Life's Transitions: Financial, Healthcare, and Funeral Planning
That Annuity Show
In this episode of That Annuity Show, Paul Tyler and Laura Dinan Haber welcome Miles O'Keefe, who shares his journey in the funeral and financial planning industry. The conversation explores the intersection of Medicare and financial planning, the role of technology in enhancing human-centered services, and the challenges of navigating change in the funeral industry. They discuss communication trends in sensitive situations and the importance of maintaining a human touch in a rapidly evolving market. In this conversation, Miles O'Keefe discusses the evolution of communication in the...
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267 - Roger Kahlon on Digital Transformation in the Annuity Industry
That Annuity Show
In this episode of That Annuity Show, host Paul Tyler welcomes Roger Kahlon, Vice President and Head of Consulting at Zinnia, to discuss key takeaways from the recent IRI Annual Conference. They explore the industry's digital transformation journey, including the Digital First initiative, the growing importance of Contingent Deferred Annuities (CDAs), and the need for standardization and collaboration to expand the marketplace. Roger shares valuable insights on how carriers can overcome transformation challenges and better serve wealth management firms, providing expert perspective on the...
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266 - Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income
That Annuity Show
In this episode of That Annuity Show, we welcome Bill Bengen, the creator of the 4% rule, to discuss the evolution of retirement planning strategies. Bill shares insights into the origins of the 4% rule, its mechanics, and how it has been adapted in his upcoming book. The conversation delves into the eight essential elements of a comprehensive retirement withdrawal plan, the impact of inflation and market valuation on withdrawal rates, and the role of annuities in retirement income. Bill provides insight on the benefits of maximizing income while managing risks and provides case studies to...
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265 - Philip Chao on Building Guaranteed Income At The Workplace
That Annuity Show
Philip Chao, a leading voice in the 401(k) space shares his sharp focus on creating guaranteed retirement income. The conversation explores Philip's background, his companies, and the evolving landscape of annuities within retirement plans. Key themes include the role of fiduciaries, the integration of annuities into target date funds, and the future of guaranteed income products in the retirement market. In this conversation, Philip Chao discusses the evolution and importance of Target Date Funds and Qualified Default Investment Alternatives (QDIAs) in retirement planning. He emphasizes the...
info_outlineIn this episode, Paul Tyler interviews Kartik Sakthivel, Vice President and CIO of LIMRA, discussing the transformative impact of AI on the insurance industry. They explore the evolution of AI, its ethical implications, and the importance of governance.
Kartik shares insights from his personal journey in the industry and emphasizes the need for AI literacy and operational efficiency. The conversation highlights the potential of AI to expand access to insurance and the importance of innovation from all levels within organizations. They conclude with a look at future directions for AI governance and resources available for industry professionals.
Learn more at: www.thatannuityshow.com