235 - Why I Bought Fixed Annuities With Sheryl J. Moore

That Annuity Show

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Peak Travel

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Why Petra Needs Its People 28:39

12 gün önce28:39

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28:39

For centuries, members of the B’doul Bedouin tribe lived in the caves around the ancient city of Petra, Jordan. Then, in the 1980s, the government forced the tribe to move in the name of preserving the geological site for tourists. But if the residents are forced to leave, and if their heritage has been permanently changed, then what exactly is being preserved? SHOW NOTES: Meet The Man Living in The Lost City Carved in Stone Jordan: Petra's tourism authority cracks down on Bedouin cave dwellers The tribes paying the brutal price of conservation “There is no future for Umm Sayhoun” Jordan’s Young Bedouins Are Documenting Their Traditions on TikTok Check out Sami's company Jordan Inspiration Tours Learn about your ad choices: dovetail.prx.org/ad-choices…

1 yıl önce 39:31

MP3•Bölüm sayfası

In this episode of That Annuity Show, hosts Paul Tyler, Ramsey Smith, and Bruno Caron interview Sheryl J. Moore, Chief Storyteller of Wink, Inc. and author of a new book on indexed annuities. The discussion covers various aspects of the annuity industry, including product complexity, consumer education, and common misconceptions about annuities. Sheryl shares her personal experiences and insights, offering a unique perspective on the challenges and opportunities in the annuity market. Topics: Introduction and Sheryl's Background (00:00 - 05:07) Sheryl's journey in the insurance industry Personal experience with 401(k) losses Annuity Product Complexity (05:07 - 15:38) Proliferation of index options in annuities Challenges for consumers and agents Illustration and Performance Issues (15:38 - 23:52) Backcasting and unrealistic performance illustrations Balancing simplicity and flexibility in product design Consumer Education and Misconceptions (23:52 - 34:42) Common myths about annuities Importance of accurate information for consumers Future of Annuities and Closing Thoughts (34:42 - 37:45) Sheryl's new book and its impact Final messages about annuities and retirement planning

269 bölüm

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

235 - Why I Bought Fixed Annuities With Sheryl J. Moore

That Annuity Show

published 1 yıl önce

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MP3•Bölüm sayfası

269 bölüm

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

Tüm bölümler

1
263 -Tom Totten and Building Lifetime Income through ESOPs 47:25

2 gün önce47:25

47:25

Tom Totten, an actuary and serial entrepreneur, shares his journey from a defined benefit consultant to advising companies on Employee Stock Ownership Plans (ESOPs). The conversation delves into the intricacies of ESOPs, their guarantees, and the liquidity risks associated with them. Tom discusses the purpose of lifetime income strategies, including the use of annuities, and reflects on the evolving relationship between employers and employees in the context of retirement planning. In this conversation, the speakers discuss the benefits of including lifetime income solutions in retirement planning, emphasizing the role of the workplace in providing these solutions. They explore the challenges of communicating the value of lifetime income to pre-retirees and retirees, the impact of technology on retirement planning, and the benefits of diversification in investment strategies. The discussion also touches on the potential of ESOPs as a means of wealth creation for employees and the evolving landscape of retirement planning in light of alternative investments.…

1
262 - All Things MYGA with Jeff Affronti 36:01

9 gün önce36:01

36:01

Jeff Affronti, president and CEO of FSD Financial Services joins our show to delve into the current landscape of annuities, focusing on market trends, the purpose of annuity laddering, and common strategies for younger investors. Jeff shares insights on using MYGAs for retirement income, the impact of inflation on annuities, and some of the latest product features and innovations in the industry. The discussion also touches on the risks associated with life-only annuities and the potential for entering the MYGA market. For more information: thatannuityshow.com…

1
261 - In-Plan Annuities 101 with Ramsey Smith & Graham Clark 39:21

16 gün önce39:21

39:21

In this episode, Paul Tyler, Ramsey Smith, and Graham Clark discuss the emerging opportunities in in-plan annuities inside 401k plans. They explore the importance of guaranteed income, the skills needed for insurance carriers to compete effectively, and the strategic partnerships necessary for success. The conversation delves into product design, the role of target date funds, and the significance of being proactive in a rapidly evolving market. The speakers emphasize the need for carriers to take leadership roles and adapt to changing market conditions to ensure long-term viability and profitability. Learn more: thatannuityshow.com…

1
260 - Deloitte's Dan McCoach on AI, Cyberthreats and Transforming the Insurance Industry 33:43

23 gün önce33:43

33:43

Paul Tyler and Bruno Caron welcome Deloitte's Insurance Practice leader Dan McCoach to discuss how technology is reshaping the life and annuity industry. The conversation explores four practical applications of AI delivering immediate value: automating developer workflows, enhancing back-office efficiency, streamlining document processing, and drafting complex communications. McCoach offers a fascinating perspective on how AI tools are rescuing legacy systems just as subject matter experts reach retirement age. Looking ahead, McCoach discusses DeepSeek's disruptive impact on AI economics and warns that quantum computing's arrival within 5-8 years could compromise current encryption standards. Whether you're an industry insider or technology enthusiast, this episode delivers essential insights on the digital revolution transforming insurance.…

1
259 - Nassau's David Czerniecki on Tariffs, AI and Productivity 21:03

4 weeks önce21:03

21:03

In this episode of That Annuity Show, Paul Tyler and Chief Investment Officer, David Czerniecki of Nassau discuss the current economic landscape, focusing on tariffs, inflation, cryptocurrency, and the impact of AI on productivity. They explore the volatility of markets compared to the economy, the implications of tariffs on manufacturing and inflation, and the speculative nature of Bitcoin. The conversation also delves into the future of AI and its potential to enhance productivity, as well as investment strategies in a changing market environment. Learn more at…

1
258 - ALEXIncome's Ramsey Smith and Graham Clark on In-plan Annuities 49:30

5 weeks önce49:30

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.…

1
257 - Security Benefit's Toby Leonard on Growing Annuity Sales in the RIA Channel 35:56

6 weeks önce35:56

35:56

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…

1
256 - Celent's Karen Monks on Technology Trends 43:44

7 weeks önce43:44

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.…

1
255 - Oceanview's Jim Ryan on Building Success Through Simplicity 25:16

8 weeks önce25:16

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…

1
254 - IRI's Katherine Dease On Transforming Annuities - Turning Data Challenges Into Digital Solutions 37:12

9 weeks önce37:12

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…

1
253 - Sheryl Moore with Michele Trogni on Transforming Retirement 24:12

10 weeks önce24:12

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…

1
252 - Catching Up With Joe Jordan 33:50

11 weeks önce33:50

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:…

1
251 - Arun Muralidhar on SeLFIES And A New Option for Retirement Security 43:07

12 weeks önce43:07

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…

1
250 - Josh Everett and Team Discuss The Impact of India on the U.S. Annuity Market 36:12

13 weeks önce36:12

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.…

1
248 - Kerra Bolton - Telling The Story Of Retirement Planning 33:12

16 weeks önce33:12

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:…

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235 - Why I Bought Fixed Annuities With Sheryl J. Moore