That Annuity Show

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.

285 - AI and Tech: What's Next for Annuities? Insights from David Novak 11/14/2025

284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It) 10/31/2025

283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow 10/24/2025

282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA 10/10/2025

281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications 10/03/2025

280 - AI, People, and Change: Jim Kerley Live from LIMRA 09/26/2025

279 - A Discussion on the Future of Insurance Technology with Aspida's CIO and CTO 09/19/2025

278 - Nassau's CIO Joe Orofino on Fed Cuts, AI Risks, and Social Security 09/05/2025

Rerelease 262 – All Things MYGA with Jeff Affronti 08/29/2025

277 - Joe Jordan on Navigating Change In World of Advice 08/15/2025

276 - AM Best’s Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities 08/08/2025

275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry 07/11/2025

274 - Joe Nunes on Navigating the Future of Retirement Planning 07/04/2025

273 - Kartik Sakthivel on Driving AI Innovation Across The Insurance Industry 06/27/2025

272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers 06/20/2025

271 - Prudential, Global Atlantic, Conning & Zinnia on AI Transformation 06/13/2025

270 - Nassau's David Czerniecki On Tariffs, Bonds, and Nuclear Reactors 06/06/2025

268 - Miles O'Keefe On Navigating Life's Transitions: Financial, Healthcare, and Funeral Planning 05/23/2025

267 - Roger Kahlon on Digital Transformation in the Annuity Industry 05/09/2025

266 - Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income 05/02/2025

265 - Philip Chao on Building Guaranteed Income At The Workplace 04/25/2025

264 - Oceanview's Ben Faught on The Pricing Challenges of Annuities 04/20/2025

263 -Tom Totten and Building Lifetime Income through ESOPs 04/11/2025

262 - All Things MYGA with Jeff Affronti 04/04/2025

261 - In-Plan Annuities 101 with Ramsey Smith & Graham Clark 03/28/2025

260 - Deloitte's Dan McCoach on AI, Cyberthreats and Transforming the Insurance Industry 03/21/2025

259 - Nassau's David Czerniecki on Tariffs, AI and Productivity 03/14/2025

258 - ALEXIncome's Ramsey Smith and Graham Clark on In-plan Annuities 03/07/2025

257 - Security Benefit's Toby Leonard on Growing Annuity Sales in the RIA Channel 02/28/2025

256 - Celent's Karen Monks on Technology Trends 02/21/2025