Oct 9, 2026

Most pre-retirees have considered how they will generate income in retirement, yet many have not translated that awareness into a current plan.

Bill Nash of LIMRA joins Tisa Rabun-Marshall, Bruno Caron, and Ramsey Smith to discuss findings from LIMRA’s 2026 Retirement Income Readiness Report and explore the...

Sep 18, 2026

Retirees often consider the many facets of planning and their needs for later in life separately. Vince Bodnar, President and CEO of Lumos Insurance, joins co-hosts Tisa Rabun-Marshall, Ramsey Smith, and Bruno Caron to discuss how a more coordinated planning process may help individuals better understand the...

Sep 4, 2026

In this episode of That Annuity Show, Tisa Rabun-Marshall, Ramsey Smith, and Bruno Caron discuss the current trends in the annuity market with Jason Hopper, A.M. Best’s Associate Director of Industry Research and Analytics.

They explore the recent Best’s Special Reports covering industry shifts, market trends and...

Aug 14, 2026

In this episode of That Annuity Show, Bruno Caron and Anthony McSwieney of CM Risk Consulting discuss the evolving insurance rating environment and the role of capital, reinsurance, and business strategy in the rating process.

Anthony draws on his background in bank treasury and asset-liability management, as well as 16...

Jul 31, 2026

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...