Aug 29, 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...

Aug 15, 2025

Joe Jordan explores the importance of purpose in retirement, the impact of demographics, and the role of technology, including AI.

Joseph emphasizes the significance of life insurance and social security in financial planning, advocating for a human-centered approach to financial services. 

The conversation highlights...

Aug 8, 2025

In this episode of That Annuity Show, Paul Tyler, Tisa Rabun-Marshall, and Bruno Caron speak with Jason Hopper of AM Best about the rapidly evolving annuity market.

They discuss emerging product trends, the growing role of private equity and asset managers, shifts in asset portfolio strategies, and how credit risk...