Mar 28, 2025

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...

Mar 21, 2025

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...

Mar 14, 2025

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...

Mar 7, 2025

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...