Bedste Annuity-podcasts (2025)

1
268 - Miles O'Keefe On Navigating Life's Transitions: Financial, Healthcare, and Funeral Planning 44:42

5h ago44:42

44:42

In this episode of That Annuity Show, Paul Tyler and Laura Dinan Haber welcome Miles O'Keefe, who shares his journey in the funeral and financial planning industry. The conversation explores the intersection of Medicare and financial planning, the role of technology in enhancing human-centered services, and the challenges of navigating change in th…

1
Scars of Scarcity: Shootin' It Straight With Stan (TAM Classic) 10:47

2d ago10:47

10:47

In this episode, The Annuity Man discussed: The fear of running out of money Solving the fear of running out Is FORO more important the FOMO? Using math to address FORO Key Takeaways: Most of us didn’t grow rich. We saw what it was like to live in scarcity, and today, many of us still carry those scars. Despite having millions or a portion of that,…

1
Keep Your Powder Dry Annuity Income Planning: Shootin' It Straight With Stan (TAM Classic) 8:22

9d ago8:22

8:22

In this episode, The Annuity Man discussed: The value of annuities for lifetime income planning Laddering strategy with annuities Placing an annuity inside a trust Key Takeaways: When it comes to planning for lifetime income, annuities can be a valuable tool. However, it's essential to approach annuities with strategies that allow for flexibility a…

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267 - Roger Kahlon on Digital Transformation in the Annuity Industry 32:03

14d ago32:03

32:03

In this episode of That Annuity Show, host Paul Tyler welcomes Roger Kahlon, Vice President and Head of Consulting at Zinnia, to discuss key takeaways from the recent IRI Annual Conference. They explore the industry's digital transformation journey, including the Digital First initiative, the growing importance of Contingent Deferred Annuities (CDA…

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Avoiding Common Pitfalls With Annuity Purchases: Shootin’ It Straight With Stan (TAM Classic) 7:53

16d ago7:53

7:53

In this episode, The Annuity Man discussed: Focusing on contractual guarantees What annuities solve for Common annuity pitch traps Key Takeaways: Avoid non-guaranteed hypotheticals and focus on contractual guarantees when considering annuities. Buy annuities for specific needs like principal protection, income, long-term care, or legacy, not for ma…

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266 - Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income 39:38

21d ago39:38

39:38

In this episode of That Annuity Show, we welcome Bill Bengen, the creator of the 4% rule, to discuss the evolution of retirement planning strategies. Bill shares insights into the origins of the 4% rule, its mechanics, and how it has been adapted in his upcoming book. The conversation delves into the eight essential elements of a comprehensive reti…

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Comparing Index Annuity Income Riders and DIAs: Shootin’ It Straight With Stan (TAM Classic) 9:49

23d ago9:49

9:49

In this episode, The Annuity Man discussed: An overview of Deferred Income Annuities Finding the best fit Income Riders attached to Indexed Annuities Key Takeaways: DIAs are essentially single-premium immediate annuities deferred past one year. It has no moving parts, no annual fees, and no market attachment, making it a straight transfer of risk f…

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265 - Philip Chao on Building Guaranteed Income At The Workplace 50:39

28d ago50:39

50:39

Philip Chao, a leading voice in the 401(k) space shares his sharp focus on creating guaranteed retirement income. The conversation explores Philip's background, his companies, and the evolving landscape of annuities within retirement plans. Key themes include the role of fiduciaries, the integration of annuities into target date funds, and the futu…

1
Fixed Rate No Brainer: Shootin' It Straight with Stan (TAM Classic) 7:29

1M ago7:29

7:29

In this episode, The Annuity Man discussed: Should you purchase I Bonds? Treasuries are as safe as it gets Five places to put your money Inflation is personal Key Takeaways: Purchasing I Bonds is a no-brainer. Go to treasurydirect.gov to buy direct from the treasury I Bonds. Treasuries are as safe as it gets because they can tax us and confiscate o…

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264 - Oceanview's Ben Faught on The Pricing Challenges of Annuities 46:05

1M ago46:05

46:05

Today, we welcome Ben Faught, Chief Actuary at Oceanview Life. The conversation delves into the success story of Oceanview Life, its unique investment strategies focusing on mortgage-backed securities, and the challenges and considerations in pricing annuities. Ben shares insights on market trends, the importance of understanding asset-liability ma…

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Traditional or Reverse MYGA Ladder Strategies: Shootin' It Straight With Stan (TAM Classic) 6:52

1M ago6:52

6:52

In this episode, The Annuity Man discussed: Traditional laddering with MYGAs What is “reversing”? Traditional laddering and reversing Key Takeaways: You do a traditional 3-year, 4-year. 5-year ladder if you are hoping that rates will go higher. It’s a strategy you use when you want to have money as the rates are rising so that you can attach yourse…

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263 -Tom Totten and Building Lifetime Income through ESOPs 47:25

1M ago47:25

47:25

Tom Totten, an actuary and serial entrepreneur, shares his journey from a defined benefit consultant to advising companies on Employee Stock Ownership Plans (ESOPs). The conversation delves into the intricacies of ESOPs, their guarantees, and the liquidity risks associated with them. Tom discusses the purpose of lifetime income strategies, includin…

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Lovingly Handcuffing Your Beneficiaries with Annuities: Shootin' It Straight With Stan (TAM Classic) 7:15

1M ago7:15

7:15

In this episode, The Annuity Man discussed: Protecting your beneficiary from dumb choices How Stan lovingly handcuffs his beneficiaries Handcuffing your loved ones is good for them Key Takeaways: Lovingly handcuffing your beneficiaries with annuity guarantees protects them from making dumb decisions with lump sums. Stan has written in the trust tha…

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262 - All Things MYGA with Jeff Affronti 36:01

2M ago36:01

36:01

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 annuities, and some of the latest …

1
Belt & Suspenders Annuity Strategies: Shootin' It Straight With Stan (TAM Classic) 11:36

2M ago11:36

11:36

In this episode, The Annuity Man discussed: State guaranty funds The true safety of the industry Life insurance companies are more regulated Assigning unused money to beneficiaries Key Takeaways: If you look at the state guaranty fund, each state has a specific rule in place to protect you and your money in case something happens to the carrier. Yo…

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261 - In-Plan Annuities 101 with Ramsey Smith & Graham Clark 39:21

2M ago39:21

39:21

In this episode, Paul Tyler, Ramsey Smith, and Graham Clark discuss the emerging opportunities in in-plan annuities inside 401k plans. They explore the importance of guaranteed income, the skills needed for insurance carriers to compete effectively, and the strategic partnerships necessary for success. The conversation delves into product design, t…

1
Annuities: A Strategy, Not a Game: Shootin' It Straight With Stan 10:40

2M ago10:40

10:40

In this episode, The Annuity Man discussed: Retirement planning is not a game Asking hard questions Diversification and limits Two key questions to ask Key Takeaways: Stan emphasizes that choosing an annuity is not about sales tactics or commissions, but about protecting your life's hard-earned savings and creating a secure retirement strategy. Alw…

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260 - Deloitte's Dan McCoach on AI, Cyberthreats and Transforming the Insurance Industry 33:43

2M ago33:43

33:43

Paul Tyler and Bruno Caron welcome Deloitte's Insurance Practice leader Dan McCoach to discuss how technology is reshaping the life and annuity industry. The conversation explores four practical applications of AI delivering immediate value: automating developer workflows, enhancing back-office efficiency, streamlining document processing, and draf…

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Swap Your Income Rider for a SPIA: Shootin' It Straight With Stan 10:18

2M ago10:18

10:18

In this episode, The Annuity Man discussed: Income Riders vs. Single Premium Immediate Annuities (SPIA) Comparison Process Strict rules Probability of Improvement Key Takeaways: Stan explains that in some cases, you can potentially swap an income rider from a variable or indexed annuity for a SPIA with a higher guaranteed lifetime income stream. To…

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259 - Nassau's David Czerniecki on Tariffs, AI and Productivity 21:03

2M ago21:03

21:03

In this episode of That Annuity Show, Paul Tyler and Chief Investment Officer, David Czerniecki of Nassau discuss the current economic landscape, focusing on tariffs, inflation, cryptocurrency, and the impact of AI on productivity. They explore the volatility of markets compared to the economy, the implications of tariffs on manufacturing and infla…

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FIAs: The Real Story: Shootin' It Straight With Stan 11:31

2M ago11:31

11:31

In this episode, The Annuity Man discussed: Annuities were never meant to be a market product The complexity of index options Misleading sales pitches to avoid listening to Annuities solve for your specific goals Key Takeaways: Fixed indexed annuities were created in 1995 to compete with CD returns, not to provide true market participation. They ar…

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258 - ALEXIncome's Ramsey Smith and Graham Clark on In-plan Annuities 49:30

3M ago49:30

49:30

Ramsey Smith and Graham Clark share insights on the challenges of securing retirement income, the importance of 401k plans, and the need for effective stakeholder engagement. They explore how ALEXIncome aims to provide sustainable solutions that bridge the gap between traditional retirement income sources and modern investment strategies, emphasizi…

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Annuities and Timing The Cost of Waiting: Shootin' It Straight With Stan 9:15

3M ago9:15

9:15

In this episode, The Annuity Man discussed: You can’t time annuities Annuities provide guarantees The cost of waiting Annuities are not bought for market growth Key Takeaways: You can't time the market when it comes to annuities - there is no "perfect" time to buy. Annuities can provide different contractual guarantees like principal protection, li…

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257 - Security Benefit's Toby Leonard on Growing Annuity Sales in the RIA Channel 35:56

3M ago35:56

35:56

Summary In this episode of That Annuity Show, Paul Tyler interviews Toby Leonard, Assistant Vice President of Product Development at Security Benefit. They discuss the evolution of annuities, particularly fixed index annuities, and their role in financial planning. The conversation highlights the importance of education, technology, and the impact …

1
Gap Filling Income Strategies Before Social Security: Shootin' It Straight With Stan 14:03

3M ago14:03

14:03

In this episode, The Annuity Man discussed: Gap Filling and Annuity Options: Social Security Timing and Considerations: Balancing Emotional and Financial Well-being: Flexibility and Lifetime Guarantees with Annuities: Key Takeaways: You need to find ways to cover your income needs before Social Security kicks in, typically from ages 62 to 70. Consi…

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256 - Celent's Karen Monks on Technology Trends 43:44

3M ago43:44

43:44

Karen Monks, a principal analyst at Celent, discusses the intersection of technology and life insurance. Karen shares her insights on how AI is transforming underwriting processes, the impact of COVID on consumer behavior, and the driving forces behind technology adoption in the insurance industry. The conversation also explores the challenges of i…

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Lifestyle Income Guarantee: Shootin' It Straight With Stan 9:49

3M ago9:49

9:49

In this episode, The Annuity Man discussed: Retirement planning essentials Achieving financial security in retirement Determining a lifestyle number Key Takeaways: Lifestyle income guarantees are crucial for retirement planning, allowing retirees to live their desired lifestyle without worrying about market fluctuations or economic uncertainties. A…

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255 - Oceanview's Jim Ryan on Building Success Through Simplicity 25:16

3M ago25:16

25:16

In this episode of That Annuity Show, hosts Paul Tyler and Bruno Caron welcome Jim Ryan, Executive Director and Head of Distribution at Oceanview, to discuss the company's growth since its 2019 launch. Jim shares insights into how Oceanview has established itself in the annuity market. The conversation explores the evolution of both MYGA and FIA pr…

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Annuity Companies Are Not Smarter Than Banks: Shootin' It Straight With Stan 10:54

3M ago10:54

10:54

In this episode, The Annuity Man discussed: Annuity companies are more regulated than banks Features that protect the annuity industry There is no run on annuities How the banking crisis will affect the annuity industry Key Takeaways: Annuity companies are more regulated than banks, with features like surrender charges and market value adjustments …

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254 - IRI's Katherine Dease On Transforming Annuities - Turning Data Challenges Into Digital Solutions 37:12

4M ago37:12

37:12

Katherine Dease, the Chief Technology and Innovation Officer for Insured Retirement Institute (IRI) discusses the future of annuities and how the Digital First Initiative could accelerate growth. With special guest host, Michael Celi, Chief Product Officer of Zinnia, Katherine shares insights on the challenges of modernizing the annuity industry, p…

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4 Contractual Paths to Income Later: Shootin' It Straight With Stan 9:48

4M ago9:48

9:48

In this episode, The Annuity Man discussed: 4 contractual paths to future income Factors that affect the suitability of a plan for your situation Immediate Annuities No free lunch Key Takeaways: There are 4 main contractual paths to achieve future income: 1) Buying an immediate annuity when income is needed, 2) Using a "My Go-To SPIA" Fixed-Rate An…

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253 - Sheryl Moore with Michele Trogni on Transforming Retirement 24:12

4M ago24:12

24:12

In this episode industry leaders Sheryl Moore, Wink Inc., and Michele Trogni, CEO of Zinnia, a guest host, explore the evolving landscape of insurance and annuities, from digital transformation challenges to opportunities for growth. The discussion weaves together Moore's journey from personal investment challenges to becoming the "Annuity Rockstar…

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The Reality of Inflation: Shootin' It Straight With Stan 11:47

4M ago11:47

11:47

In this episode, The Annuity Man discussed: Should you complain about inflation? The people actually impacted by inflation Annuity products that provide solutions for inflation Avoiding media influence regarding inflation Key Takeaways: Stop complaining about inflation. For those who have worked hard and saved, higher prices for groceries and gas a…

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