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...
Apr 4, 2025
Jeff Affronti, president and CEO of FSD Financial Services joins our show to delve into the current landscape of annuities, focusing on market trends, the purpose of annuity laddering, and common strategies for younger investors. Jeff shares insights on using MYGAs for retirement income, the impact of inflation on...
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...