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...

Jun 26, 2026

What do recent legal and regulatory developments mean for financial professionals? In this episode, we examine the current status of the Department of Labor's fiduciary rulemaking efforts, the related litigation, and the implications for advisors, insurers, and the broader financial services industry.

Joining the...

Mar 20, 2026

Brent Williams, CEO of Benekiva, shares his journey from managing a large financial advisory firm to founding a claims automation company. He discusses industry challenges like legacy systems, fragmented data, and the transformative potential of AI in claims processing, emphasizing a human-centered approach to...

Mar 13, 2026

In this episode of the That Annuity Show, Nassau Financial Group’s Chief Investment Officer, Joe Orofino, joins Tisa Rabun-Marshall and Mark Fitzgerald to discuss current economic trends and the factors shaping today’s investment landscape.

The conversation explores inflation, interest rate movements, and how...