Sep 26, 2025
Recorded live on the floor of the LIMRA Annual
Conference, host Paul Tyler and guest host, Tom Rios sit down
with Jim Kerley, Managing Partner at Clearview Partners, for a
candid conversation on what really moves the needle: going
deep with AI (not broad), building a clear roadmap, and
supporting people through constant change.
Jim shares pragmatic guidance for carrier executives—how to
future-proof your career, reduce organizational stress, upskill
teams, and use industry resources and peer networks to turn
transformation into measurable outcomes. If you’re leading
strategy, operations, distribution, or product, this episode is
your field guide to doing AI—and leadership—right.
Learn more at www.thatannuityshow.com