Apr 26, 2024

In this episode of That Annuity Show, recorded live at Retiretech^TM Vegas, we delve into the dynamic interplay between technology, regulation, and innovation within the insurance industry. Our panelists, including Commissioners Andrew Mais from Connecticut, Nathan Houdek from Wisconsin, Kathleen Birrane from Maryland,...

Apr 18, 2024

On April 8-10, we held our third Retiretech^TM event...this time in Las Vegas. Joe Jordan joined us as a keynote speaker. The next day, we caught up with him in the expo hall of Retiretech^TM Las Vegas and talked to him more about the future of purpose-driven retirement planning.

Learn more:...

Apr 4, 2024

Tamiko Toland and Michael Finke join us today as founders of Income Path. Income Path is a tool that visualizes retirement income paths and the impact of annuities on that journey. A conversation with Bill Sharpe in 2018 provided the spark for this new venture. The tool aims to shift the narrative from...