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That Annuity Show

By: Nassau Financial Group
  • Summary

  • 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.
    Nassau Financial Group
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Episodes
  • Navigating Retirement Futures: Unveiling the Investment Horizons of 2024
    May 3 2024

    In this episode, we delve into the dynamic landscape of annuities and retirement markets, exploring the promising opportunities of 2024 amidst the evolving Retiretech scene.

    Join moderator Doug Roth of CT Innovations and industry experts Ray Jang from Primetime Partners, Marie-Christine Razaire representing Northwestern Mutual Future Ventures, and Andrew Wegrzyn of SixThirty Ventures as they discuss strategies for making smart bets on the future of retirement.

    Discover insights on navigating the shifting sands of valuation resets and uncover the untapped potential that lies within the annuity and broader retirement markets. Gain exclusive access to expert predictions on which opportunities are primed for success in 2024 and which ventures are poised to attract funding.

    Subscribe now to unlock valuable insights and actionable strategies: https://thatannuityshow.com

    This episode was recorded live at Retiretech Vegas in April 2024. Click to watch the full panel: https://vimeo.com/936825322

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    36 mins
  • Insuring Tomorrow: Navigating AI, Regulation, and Innovation
    Apr 26 2024

    In this episode of That Annuity Show, recorded live at RetiretechTM Vegas, we delve into the dynamic interplay between technology, regulation, and innovation within the insurance industry. Our panelists, including Commissioners Andrew Mais from Connecticut, Nathan Houdek from Wisconsin, Kathleen Birrane from Maryland, and Troy Downing from Montana, along with moderator George Esposito of Zinnia, lead a discussion on the pivotal role of artificial intelligence (AI) in reshaping the landscape of insurance.

    Throughout the conversation, they stress the crucial balance between fostering innovation and maintaining regulatory oversight to uphold fair treatment of policyholders. With a keen eye on the potential risks associated with AI and machine learning, the panelists underscored the importance of financial literacy and ongoing consumer education initiatives.

    As the dialogue unfolds, technological advancements in insurance distribution emerge as a central theme, highlighting the transformative potential of AI-driven solutions. The panelists emphasized the need for collaboration among regulators, industry stakeholders, and consumers to navigate this evolving terrain effectively.

    Tune in as we explore the nuanced dynamics of insurance regulation and technology, offering insights into how industry players can adapt and thrive in an ever-changing landscape.

    Learn more about RetiretechTM at https://imagine.nfg.com/retiretech-2024/

    Watch the full panel: Insuring Tomorrow: Navigating the Regulatory Environment of the AI and Tech Revolution, https://vimeo.com/935635849

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    41 mins
  • 219 - Joe Jordan Live From Retiretech Las Vegas
    Apr 18 2024

    On April 8-10, we held our third RetiretechTM event...this time in Las Vegas. Joe Jordan joined us as a keynote speaker. The next day, we caught up with him in the expo hall of RetiretechTM Las Vegas and talked to him more about the future of purpose-driven retirement planning.

    Learn more: https://imagine.nfg.com/retiretech-2024/

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    27 mins

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