최고 Annuity 팟캐스트 (2025)

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

3d 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

7d 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

11d 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

14d 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

18d 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 …

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

21d 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

25d 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…

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

28d 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

1M 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

1M 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

1M 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

1M 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

2M 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

2M 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

2M 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 …

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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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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252 - Catching Up With Joe Jordan 33:50

3M ago33:50

33:50

In this episode, Paul Tyler and Bruno Caron catch up with Joe Jordan, a leading voice in purpose-driven planning, to discuss the evolving landscape of retirement. They explore the importance of finding meaning and purpose in retirement, the challenges posed by an aging population, and the emotional aspects of retirement that financial advisors ofte…

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Building a Pension from Scratch: Shootin' It Straight With Stan 9:47

3M ago9:47

9:47

In this episode, The Annuity Man discussed: Using annuities to create a pension The best inflation annuity Focusing on guarantees Key Takeaways: Annuities can be used to create a personal pension that provides a guaranteed lifetime income stream, similar to a traditional pension. The main annuity types discussed are Single Premium Immediate Annuiti…

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251 - Arun Muralidhar on SeLFIES And A New Option for Retirement Security 43:07

3M ago43:07

43:07

In this episode, Paul Tyler and Bruno Caron welcome back Arun Muralidhar, co-founder of Alpha Engine Global Investment Solutions, to explore "SeLFIES" (Standard of Living Indexed, Forward-starting, Income-only Securities), an innovative retirement solution he developed with Nobel laureate Robert Merton. Arun delves into Brazil's successful implemen…

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When Annuitization Becomes the Final Choice: Shootin' It Straight with Stan 8:47

3M ago8:47

8:47

In this episode, The Annuity Man discussed: Options that annuities provide Living off interest When to annuitize Laddering interest rate movements Key Takeaways: Annuities provide more options than just immediate lifetime income annuities. There are various types like Multi-Year Guarantee Annuities, Index Annuities, Variable Annuities, and Deferred…

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250 - Josh Everett and Team Discuss The Impact of India on the U.S. Annuity Market 36:12

3M ago36:12

36:12

In this episode, host Paul Tyler broadcasts from Noida, India, where he visits Zinnia's offices and speaks with their leadership team including Josh Everett (CEO of Zinnia India), Kapil Bhardwaj (Head of Global Processing), Pawan Choudhary (CTO), Rajan Agarwal (Head of Exchange Solutions), and Eti Gupta (Head of Marketing). Key highlights: Zinnia’s…

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Strategic Retirement Planning Using Annuities: Shootin’ It Straight With Stan 8:26

3M ago8:26

8:26

In this episode, The Annuity Man discussed: The Annuity Pill Questions to ask when considering an annuity Annuities are contracts Key Takeaways: Remember the acronym PILL, as the four primary things that annuities solve for. P stands for principal protection, I stands for income for life, the first L stands for legacy, and the other L stands for lo…

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Can a 9-Year-Old Understand Your Annuity?: Shootin' It Straight With Stan 11:00

4M ago11:00

11:00

In this episode, The Annuity Man discussed: Buy only what you understand Don’t fall for bad sales tactics Seeking the facts Key Takeaways: Annuities should be simple and easily understandable; if not, avoid purchasing them. Don't fall for misleading sales tactics, bonuses, or unrealistic projections from agents motivated by personal gain. There are…

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Annuities Are for Do-It-Yourselfers: Shootin' It Straight With Stan 11:43

4M ago11:43

11:43

In this episode, The Annuity Man discussed: Annuities are DIY products Focusing on contractual guarantees What annuities solve for Key Takeaways: Annuities are do-it-yourself products that allow self-management without advisor fees. Annuities provide contractual guarantees, and shopping for carriers with the best rates is important. Annuities are f…

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248 - Kerra Bolton - Telling The Story Of Retirement Planning 33:12

4M ago33:12

33:12

In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall engage with Kerra Bolton, a prolific writer and independent journalist, who shares her diverse career journey and insights into the retirement space. The conversation explores the challenges of career reinvention, the importance of understanding consumer concerns in retirement…

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Interest Rates & Annuities: Shootin' It Straight With Stan 9:44

4M ago9:44

9:44

In this episode, The Annuity Man discussed: How lifetime income is priced Don’t time annuity purchases Laddering annuities Key Takeaways: Lifetime income annuities are primarily based on your life expectancy. Interest rates play a secondary role in the pricing. Higher interest rates will positively impact annuity pricing. Don't try to time the mark…

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