Oct 25, 2024
Join host Paul Tyler and annuity professional Sheryl J. Moore for an illuminating discussion on the transformation of the annuity market. From innovative product design to illustration challenges, Moore shares invaluable insights on making annuities more accessible to consumers. With co-hosts Tisa Rabun-Marshall and Bruno Caron.
Chapters:
0:00 - Introduction
5:13 - Current State of Annuity Market
13:54 - Monte Carlo Analysis in Retirement Planning
20:05 - Product Innovation and Complexity
24:05 - Future of Illustrations
30:19 - 2025 Industry Predictions
Notable Quotes:
"When I started working in life insurance 25 years ago... they were describing that soon we would have electronic signatures and straight-through processing. And here we are 25 years later, and people are still struggling with it." - Sheryl J. Moore
"I've been working on rebranding annuities for 20 years. Just trying to make it so that it's not the naughty stepchild of financial services." - Sheryl J. Moore