Preview Mode Links will not work in preview mode

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...