Лучшие подкасты про Annuity (2025)

1
251 - Arun Muralidhar on SeLFIES And A New Option for Retirement Security 43:07

4d 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…

1
When Annuitization Becomes the Final Choice: Shootin' It Straight with Stan 8:47

6d 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…

1
250 - Josh Everett and Team Discuss The Impact of India on the U.S. Annuity Market 36:12

11d 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…

1
Strategic Retirement Planning Using Annuities: Shootin’ It Straight With Stan 8:26

13d 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…

1
Can a 9-Year-Old Understand Your Annuity?: Shootin' It Straight With Stan 11:00

20d 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…

1
Annuities Are for Do-It-Yourselfers: Shootin' It Straight With Stan 11:43

27d 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…

1
248 - Kerra Bolton - Telling The Story Of Retirement Planning 33:12

1M 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…

1
Interest Rates & Annuities: Shootin' It Straight With Stan 9:44

1M 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…

1
248 - David Czernieki on Tariffs, AI, & Nuclear Power 24:20

1M ago24:20

24:20

In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discuss the rapidly changing economic landscape, touching on global political trends, the implications of tariffs, market predictions, energy dynamics influenced by AI, and the impact of interest rates on the insurance industry. They explore how these factors int…

1
MYGA-2-SPIA for Full-Control Annuity Income: Shootin' It Straight With Stan 10:37

1M ago10:37

10:37

In this episode, The Annuity Man discussed: What a MYGA and SPIA is MYGA to SPIA Strategy Flexibility and Control Key Takeaways: MYGA is the annuity industry's version of a CD, offering locked-in, non-callable interest rates annually. SPIA is the original lifetime income annuity, with a long history dating back to Roman times and used for pension p…

1
247 - ITC: Climate, Risk, and Retirement Security 41:44

2M ago41:44

41:44

Susan Winkler of CT IFS joins Paul Tyler as a guest host to discuss their interviews from InsureTech Connect (ITC) in Las Vegas. The podcast explores the critical intersection of climate risk and insurtech innovation, featuring conversations recorded during the conference. The episode includes insights from Stacey Brown of InsurTech Hartford discus…

1
Enhancing Your Retirement Plan With Annuities: Shootin’ It Straight With Stan 15:21

2M ago15:21

15:21

In this episode, The Annuity Man discussed: What annuities are for Establishing an income floor How to actually adjust for inflating needs Securing an income stream through annuities Key Takeaways: Annuities provide contractual guarantees for principal protection, lifetime income, legacy, and long-term care (PILL acronym), offering advantages over …

1
246 - Suzanne Norman and The Emotional Landscape of Retirement 45:05

2M ago45:05

45:05

In this episode of That Annuity Show, host Paul Tyler, along with guests Bruno Caron and Tisa Rabun-Marshall, engage in a comprehensive discussion with retirement planning expert Suzanne Norman. They explore the complexities of retirement planning, including the emotional landscape retirees face, the importance of financial literacy, and the concep…

1
Comparing Index Annuity Income Riders and Dias: Shootin’ It Straight With Stan 10:38

2M ago10:38

10:38

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…

1
245 - ITC: AI Innovation in Life Insurance & Annuities 41:36

2M ago41:36

41:36

Susan Winkler of CT IFS joins Paul Tyler as a guest host to discuss their interviews from InsureTech Connect (ITC) in Las Vegas. The podcast captures conversations with key industry leaders about AI innovation in the life and annuity sector, recorded during the conference. The episode features interviews with Nagesh Cherukupalli from Cognizant, who…

1
Hidden Truths & Facts About Fixed Index Annuities: Shootin’ It Straight With Stan 12:49

2M ago12:49

12:49

In this episode, The Annuity Man discussed: Why are Indexed Annuities sold in a misleading way? Indexed Annuities are not growth products What annuities are for Key Takeaways: Because Indexed Annuities are a high-commission product for agents, they are often promoted in a misleading manner, obscuring their true nature and limitations. Indexed Annui…

1
Stan The Annuity Man: New Realities of Annuity Recommendations 25:20

2M ago25:20

25:20

In this episode, The Annuity Man discussed: The Annuity PILL Choosing an annuity carrier Putting the client’s best interest first The future of the annuity industry Key Takeaways: The acronym PILL stands for Principal Protection, Income for life, Legacy, and Long-term care. If you don’t need to contractually solve for one or more of those items in …

1
244 - Sri Reddy on Navigating The Annuity Landscape 48:06

2M ago48:06

48:06

In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and Ramsey Smith discuss the importance of reaching more people in the annuity industry with their products. They are joined by Sri Reddy, Sri Reddy, senior vice president of Retirement and Income Solutions at Principal® and a Principal Securities Registered Representative, who shares i…

1
Strategic Retirement Planning Using Annuities: Shootin’ It Straight With Stan 8:31

2M ago8:31

8:31

In this episode, The Annuity Man discussed: The Annuity PILL The best inflation annuity Annuities are a transfer of risk Key Takeaways: Annuities provide lifetime income, principal protection, legacy planning, and long-term care benefits. If you’re not solving for any of those, then you don’t need an annuity. Social Security is the best inflation a…

1
Tailoring Fixed Index Annuities to Your Specific Goals: Shootin’ It Straight With Stan 11:57

3M ago11:57

11:57

In this episode, The Annuity Man discussed: The purpose of Fixed Index Annuities Buying only for contractual guarantees Why some agents oversell Index Annuities Understanding contractual guarantees Key Takeaways: Fixed Index Annuities are designed for principal protection and lifetime income, not market growth. Buy annuities only for contractual gu…

1
Steve Parrish: Why QLACs Will Rival Roth IRA Popularity 26:22

3M ago26:22

26:22

In this episode, The Annuity Man and Steve Parrish discuss: What are QLACs? Transferring longevity risks Creating a secure income floor in retirement How annuities are priced Key Takeaways: QLACs (Qualified Longevity Annuity Contracts) are a pro-consumer annuity product that allows transferring longevity risk by using IRA assets for lifetime income…

1
243 - Mike Odor and Branislav Nikolic on Making Sense of FIA Allocations 41:27

3M ago41:27

41:27

Today, Mike Odor, Head of Annuity Sales at Midland National Life Insurance Company and Branislav Nikolic, Managing Director, Head of Insurance at The Index Standard join us to talk about a new approach to guiding agents on how to think about recommending FIA index strategy allocations. They share insights on how the Index Standard is helping to str…

1
Avoiding Common Pitfalls With Annuity Purchases: Shootin’ It Straight With Stan 8:00

3M ago8:00

8:00

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…

1
242 - Sheryl J. Moore on the Future of Annuity Innovation 34:05

3M ago34:05

34:05

Join host Paul Tyler and annuity professional Sheryl J. Moore for an illuminating discussion on the transformation of the annuity market. From innovative product design to illustration challenges, Moore shares invaluable insights on making annuities more accessible to consumers. With co-hosts Tisa Rabun-Marshall and Bruno Caron. Chapters: 0:00 - In…

1
Fixed Annuities Explained: Which One Is Right for You?: Shootin’ It Straight With Stan 10:29

3M ago10:29

10:29

In this episode, The Annuity Man discussed: Transferring risk through annuities The annuity PILL Annuities are for guarantees and not growth Key Takeaways: Fixed Annuities provide lifetime income by transferring longevity risk to insurance companies. They offer over 40 different structures, such as life/joint life with cash/installment refund. Buy …

1
Jack Lenenberg: New LTC Product to Disrupt the Industry 37:41

3M ago37:41

37:41

In this episode, The Annuity Man and Jack Lenenberg discuss: Annuities and long-term care The three primary types of long-term care coverage Tailored long-term care Planning for the future Key Takeaways: Annuities provide principal protection, lifetime income, legacy planning, and long-term care coverage for uninsurable individuals. Long-term care …

1
241 - Lesley Mann and David Macchia on Redefining Retirement Security 42:33

3M ago42:33

42:33

In this enlightening episode, GBU Life's Chief Marketing Officer Lesley Mann and Wealth2K founder David Macchia discuss innovative approaches to retirement planning. They introduce the concept of a "defined benefit investor" and explore how new annuity products can provide guaranteed income for younger generations. The conversation delves into the …

1
The Annuity Truth About Bonuses, Rates, Caps & Spreads: Shootin’ It Straight With Stan 12:22

3M ago12:22

12:22

In this episode, The Annuity Man discussed: Annuity marketing gimmicks The complexity of Indexed Annuities What annuities are for Key Takeaways: Bonuses for annuities are marketing gimmicks and provide no real value. Contractual guarantees are the most important aspect of annuities. Indexed annuities are complex products with components like caps, …

1
Annuity Tips: The Annuity Man’s Index Annuity Strategies: Shootin’ It Straight With Stan 8:35

3M ago8:35

8:35

In this episode, The Annuity Man discussed: How to use Indexed Annuities efficiently The two sides of an indexed annuity Focusing on what annuities really do Key Takeaways: Indexed Annuities can be used as an efficient delivery system for Income Riders, which provides guaranteed lifetime income. There are two sides to an Indexed Annuity: the accumu…

1
Pam Krueger: The Best Wealthramp on How to Roll Your 401K or IRA 32:38

4M ago32:38

32:38

In this episode, The Annuity Man and Pam Krueger discuss: Finding fiduciary financial advisors Customizing an annuity according to your goal Rejecting pushy pitches from agents Avoiding costly mistakes through education Key Takeaways: Seek independent, fee-only, fiduciary advisors focused solely on your interests, not commissions or product sales. …

1
240 - Jan Buchsbaum and Speeding Annuities to Market 43:43

4M ago43:43

43:43

Summary In this episode of That Annuity Show, Paul Tyler introduces a new chapter for the podcast, featuring co-hosts Tisa Rabun-Marshall, Bruno Caron, and Michael Celi, Chief Product Officer for Zinnia. The discussion revolves around the evolution of the insurance industry, particularly focusing on product design, innovation, and the importance of…

1
Annuity Strategies Across the Political Spectrum: Shootin’ It Straight With Stan 9:47

4M ago9:47

9:47

In this episode, The Annuity Man discussed: Pragmatic approach to financial planning How annuities are primarily priced Four primary benefits of annuities Closing the gap with annuities Key Takeaways: Prepare for either party leadership scenarios to ensure financial stability. Approach financial planning with a pragmatic mindset, always employing t…

1
Retire From Both Work & the Markets: Shootin' It Straight with Stan (TAM Classic) 8:00

4M ago8:00

8:00

In this episode, The Annuity Man discussed: How different your life could be with more money Retiring from work and the markets Investing safely and smartly Living off of guarantees Key Takeaways: People in the news and most financial advisors will tell you always to keep money in the markets, but you have to ask yourself this: will more money make…

1
Stan The Annuity Man: Annuities and the Election 34:15

4M ago34:15

34:15

In this episode, The Annuity Man discussed: Ensuring a stable retirement regardless of politics How annuities are priced Planning for political uncertainty Tailoring annuities to your financial goals Key Takeaways: Annuities provide a guaranteed income floor regardless of political outcomes. Take emotions out of financial decisions, and focus on bu…

1
239 - Improving Customer Experience to Grow Annuity Sales 48:17

4M ago48:17

48:17

In this episode of The Annuity Show, Paul Tyler, Ramsey Smith, and Tisa Rabun-Marshall interview Justin Wee and Jayant Walia from Gainbridge Insurance, A Group 1001 Company. They discuss the innovative approach of Gainbridge, a financial collective of companies focused on insurance products. Gainbridge aims to reach underserved markets, particularl…

1
Annuity Income: Return OF or ON Your Money?: Shootin' It Straight With Stan (TAM Classic) 12:44

4M ago12:44

12:44

In this episode, The Annuity Man discussed: Lifetime income and principal protection Return of your money Peeling of the interest to solve income needs Key Takeaways: Annuities aren’t only for lifetime income, some products just protect the principal like a MYGA or a Fixed Annuity. With lifetime income, annuity companies are on the hook to pay a re…

1
Is It a Good Time to Buy an Annuity?: Shootin' It Straight With Stan (TAM Classic) 8:13

4M ago8:13

8:13

In this episode, The Annuity Man discussed: When is it a good time to buy an annuity? Are annuities for market growth? Annuity sales tactics to be wary of Key Takeaways: Annuities aren’t for everybody. If you need to transfer risk, need contractual guarantees, or solve for principal protection, income for life, legacy, or long-term care, then it’s …

Подкасты, которые стоит послушать

Подкасты на тему Annuity

Подкасты, которые стоит послушать

Краткое руководство