May 31, 2024
In this episode, Paul Tyler, Bruno Caron, and Ramsey Smith interview Alex Khassa, CEO and founder of Clients Black Box, Inc., about his success in helping financial advisors get more clients virtually using Facebook ads. Alex shares his backstory and how he transitioned from being a fractional CMO to focusing on...
May 24, 2024
In this episode of That Annuity Show, the hosts discuss the use of AI in financial advisory services with guest Jens Nordvig, CEO of Exante Data and co-founder and CEO of Market Reader. Nordvig explains how Market Reader uses AI to generate real-time market insights and explanations for various assets and events. The...
May 17, 2024
Today's episode is a special keynote recorded at RetiretechTM Vegas on April 9, 2024, where host Paul Tyler welcomes Michele Trogni, CEO of Zinnia, to discuss the transformative impact of technology on the life annuity and health business. Trogni highlights how technology is bringing transparency, simplification,...
May 10, 2024
Join hosts Paul Tyler, Tisa Rabun-Marshall, Bruno Caron, Ramsey Smith, and guest Graham Clark from Alex Income as they delve into the pivotal role annuities can play in retirement planning.
Learn more about ALEX.fyi: https://alex.fyi and ALEXIncome: https://alexincome.com
Connect with Ramsey Smith, Founder and CEO:
May 3, 2024
In this episode, we delve into the dynamic landscape of annuities and retirement markets, exploring the promising opportunities of 2024 amidst the evolving Retiretech scene.
Join moderator Doug Roth of CT Innovations and industry experts Ray Jang from Primetime Partners, Marie-Christine Razaire representing Northwestern...