May 9, 2025

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...

May 2, 2025

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...

Apr 25, 2025

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...

Apr 20, 2025

Today, 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...

Apr 11, 2025

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...