
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
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

291 Annuity Industry Trends and Shifts with AM Best's Researcher Jason Hopper

290 - Bruno Caron and Anthony McSwieney on Navigating the Insurance Rating Landscape

289 - Embracing Empathy and Innovation in Insurance with Maria Ferrante-Schepis

288 - The DOL Fiduciary Rule: Where Things Stand Today
Free AI-powered recaps of That Annuity Show and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.