Free Daily Podcast Summary
That Annuity Show: Daily Summaries Delivered
by Nassau Financial Group
We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago32 min
292 – Connecting Medicare, Income, and Long-Term Care with Vince Bodnar
Retirees often consider the many facets of planning and their needs for later in life separately. Vince Bodnar, President and CEO of Lumos Insurance, joins co-hosts Tisa Rabun-Marshall, Ramsey Smith, and Bruno Caron to discuss how a more coordinated planning process may help individuals better understand the interconnection of retirement income, health, quality of life, and legacy. Vince also shares his perspective on product development, advisor education, longevity risk and the role of reinsurers in supporting insurance solutions. Listen where you get your podcasts and at thatannuityshow.com
- 2 weeks ago26 min
291 Annuity Industry Trends and Shifts with AM Best's Researcher Jason Hopper
In this episode of That Annuity Show, Tisa Rabun-Marshall, Ramsey Smith, and Bruno Caron discuss the current trends in the annuity market with Jason Hopper, A.M. Best's Associate Director of Industry Research and Analytics. They explore the recent Best's Special Reports covering industry shifts, market trends and the impact of baby boomers on annuity growth. The conversation also delves into the increasing role of private credit in insurance and the need for insurers to adapt to changing consumer expectations. The episode concludes with insights on the future outlook of the industry and the importance of innovation and adaptability. Listen where you get your podcasts and at www.thatannuityshow.com
- Aug 14, 202629 min
290 - Bruno Caron and Anthony McSwieney on Navigating the Insurance Rating Landscape
In this episode of That Annuity Show, Bruno Caron and Anthony McSwieney of CM Risk Consulting discuss the evolving insurance rating environment and the role of capital, reinsurance, and business strategy in the rating process. Anthony draws on his background in bank treasury and asset-liability management, as well as 16 years at AM Best, while Bruno brings his experience across the insurance industry and product strategy. The conversation explores how insurers communicate their strategies to rating agencies and examines topics including BCAR and RBC, capital quality, operational risk, surplus notes, preferred securities, and parental support. They also discuss how technology, distribution, product design, acquisitions, reinsurance structures, and long-term capital planning can factor into broader rating conversations. Bruno and Anthony offer their perspectives on the complexities insurers face as they balance growth, capital management, and business strategy in a changing market. Learn more at www.thatannuityshow.com Learn more at https://cmriskconsulting.com
- Jul 31, 202634 min
289 - Embracing Empathy and Innovation in Insurance with Maria Ferrante-Schepis
Empathy can play an important role in helping clients move from recognizing a need to feeling ready to take action. In a recent episode of The Annuity Show, Maria Ferrante-Schepis, founder of Think Worthy Consulting, discussed how insurance professionals can better understand the "invisible wall" between unmet need and concept of negative demand. Her perspective: education alone may not be enough. Meaningful two-way conversations can help advisors better understand client concerns, build trust, and support more informed decision-making. As technology continues to handle more of the technical aspects of insurance and annuity solutions, the human element may become even more important. She reviews previous failures and successes in industry technology advancements, as well as overlooked nuances, to gain a clearer perspective on how we can approach future innovation. Learn more: thatannuityshow.com and where you get your podcasts Visit: thinkworthy.com to engage with Maria
- Jun 26, 202639 min
288 - The DOL Fiduciary Rule: Where Things Stand Today
What do recent legal and regulatory developments mean for financial professionals? In this episode, we examine the current status of the Department of Labor's fiduciary rulemaking efforts, the related litigation, and the implications for advisors, insurers, and the broader financial services industry. Joining the conversation are Eric Lund Marhoun, Senior Counsel at Nassau Financial Group, and Kent Mason, Partner at Davis & Harman LLP. They discuss the evolution of the fiduciary rule, recent court decisions, the role of industry organizations in the regulatory process, and practical considerations for navigating today's compliance environment. The discussion also explores documentation, client communications, and the potential role of technology, including AI, in supporting compliance practices. While the current regulatory framework has evolved through recent legal developments, future legislative, regulatory, or judicial actions may continue to shape the landscape. This episode is intended for educational purposes only and should not be considered legal or regulatory advice. Financial professionals should consult their firm's compliance department or legal counsel regarding specific situations.
- Mar 20, 202630 min
287 - The Future of Claims Processing: Insights from Brent Williams
Brent Williams, CEO of Benekiva, shares his journey from managing a large financial advisory firm to founding a claims automation company. He discusses industry challenges like legacy systems, fragmented data, and the transformative potential of AI in claims processing, emphasizing a human-centered approach to technology. Learn more about Benekiva: https://benekiva.com Tune into TAS for additional episodes: https://thatannuityshow.com
- Mar 13, 202618 min
286 - Nassau's CIO on Inflation, Interest Rates, and the Economic Impact of AI
In this episode of the That Annuity Show, Nassau Financial Group's Chief Investment Officer, Joe Orofino, joins Tisa Rabun-Marshall and Mark Fitzgerald to discuss current economic trends and the factors shaping today's investment landscape. The conversation explores inflation, interest rate movements, and how developments such as artificial intelligence and global trade policies may influence markets, investment strategies, and consumer behavior. Listeners will gain perspective on market volatility, duration strategies, and the broader economic signals investors are watching. Learn more at http://www.thatannuityshow.com
- Nov 14, 202528 min
285 - AI and Tech: What's Next for Annuities? Insights from David Novak
This episode of That Annuity Show brings together Paul Tyler, Bruno Caron, Tom Buckingham, James Wong and featured guest David Novak, CEO and Founder, Annuities Genius for a candid discussion on the intersection of AI and annuities. From conference insights to next-generation tools, they delve into how technology is reshaping client engagement, driving operational efficiency, and setting the stage for the industry's next wave of innovation. Learn more at www.thatannuityshow.com
Get That Annuity Show summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
NerdWallet's Smart Money Podcast
Personal finance experts break down budgeting, saving, investing, and credit to help listeners make informed money decisions.
Bloomberg Intelligence
Analysis of Wall Street investments and company research from Bloomberg Intelligence experts.
The MORE Show
A real estate investor shares systems and interviews successful peers to help listeners build wealth through property investing.
The AI in Business Podcast
Executives discuss practical AI adoption in business through interviews focused on strategy, use-cases, and ROI.
Bloomberg Intelligence
Market analysis and financial insights from Bloomberg experts and newsmakers as Wall Street opens.
Animal Spirits Podcast
Discussions on markets, investing, and life through the lens of current reads, media, and financial trends.
Know Your Risk Podcast
A financial podcast exploring investment risk, portfolio strategies, and market insights beyond traditional Wall Street approaches.
Car Dealership Guy Podcast
Expert interviews and live coverage exploring the people, trends, and innovations shaping automotive retail.
The Compound and Friends
A weekly discussion on business and investing with rotating guests offering expert analysis and opinions.
BiggerPockets Money
Financial experts discuss earning, saving, and growing wealth with guests who’ve achieved financial independence.
Growth Triggers: Content Marketing & AI
A marketing expert shares proven podcasting strategies for growing audience reach, generating leads, and building authority in any niche.
ChooseFI | Financial Independence Podcast
ChooseFI experts answer listener-submitted questions about financial independence.
About That Annuity Show
We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from That Annuity Show in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's That Annuity Show daily summary?
It's a free AI-powered email that summarizes new episodes of That Annuity Show as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the That Annuity Show podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official That Annuity Show product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Nassau Financial Group.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
What topics does That Annuity Show cover?
That Annuity Show covers topics including Education, Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting That Annuity Show summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.