พอดคาสท์ Annuity ชั้นนำ (2025)

1
Michael Finke: Why Annuities Make Sense Right Now (From the Vault) 48:07

19h ago48:07

48:07

In this episode, The Annuity Man and Michael Finke discuss: Annuities are more attractive today Protecting your future lifestyle Cutting little slices from the birthday cake There's no perfect product to solve for inflation Key Takeaways: At the time of this episode's taping, near-retirees can lock in 5.2% on five-year MYGAs for the next five years…

1
Death as an Annuity Strategy: Shootin' It Straight With Stan 6:18

7d ago6:18

6:18

In this episode, The Annuity Man discussed: Designing dependable inheritances Structuring income for generations Choosing tools for guaranteed legacy streams Partnering wisely with trusted professionals Key Takeaways: Integrating annuities into estate plans allows individuals to pass on structured, reliable income rather than lump-sum inheritances,…

1
Warren Buffett's 2 Rules for Annuities: Shootin' It Straight With Stan 3:27

14d ago3:27

3:27

In this episode, The Annuity Man discussed: Prioritizing safety and guarantees Selling only contractual commitments Using PILL to guide purpose Key Takeaways: Annuities should focus on protecting principal and providing a reliable income. Strong insurance carrier backing ensures certainty and reduces risk. Avoiding speculative products maintains fi…

1
Moshe Milevsky: Learning from History with Annuities (From the Vault) 53:56

15d ago53:56

53:56

In case you missed it, I have decided to circle back to one of my Fun With Annuities episodes that just cannot be missed. This one has annuity gold, and it is definitely a must-listen. In this episode, The Annuity Man and Moshe Milevsky discuss: The problem with annuities What's a tontine? How income increases with tontines The gap between healthsp…

1
Comparing Myga Interest Rates to Spia Rates: Shootin' It Straight With Stan 4:50

21d ago4:50

4:50

In this episode, The Annuity Man discussed: Distinguishing annuity types Applying the PILL strategy Interpreting annuity yields Securing contractual understanding Key Takeaways: Understanding the purpose of different annuities is crucial: MYGAs provide guaranteed interest on principal like a CD, while SPIAs deliver a lifetime income stream tailored…

1
Annuity Zero Is Not Your Hero: Shootin' It Straight With Stan 4:50

28d ago4:50

4:50

In this episode, The Annuity Man discussed: What does "zero is your hero" mean Dirty tactics that agents use to sell annuities A more rational alternative to the CD product Zero is not your hero Key Takeaways: The phrase "zero is your hero" means that when the market goes down, you will not lose any money. In this world that we live in, you should …

1
Rick Ferri: Core-4 Portfolios for Simplistic Success (From the Vault) 45:55

29d ago45:55

45:55

In this episode, The Annuity Man and Rick Ferri discuss: Outperforming 90% of investors Developing a simple portfolio Five ways to improve your portfolio Facing the risks Key Takeaways: Investing is not as difficult as others would have you believe. The best way to invest is to keep things simple; the fewer moving parts, the better. Develop a simpl…

1
285 - AI and Tech: What's Next for Annuities? Insights from David Novak 28:48

1M ago28:48

28:48

This episode of That Annuity Show brings together Paul Tyler, Bruno Caron, Tom Buckingham, James Wong and featured guest David Novak, CEO and Founder, Annuities Genius for a candid discussion on the intersection of AI and annuities. From conference insights to next-generation tools, they delve into how technology is reshaping client engagement, dri…

1
Political Chaos Equals Contractual Opportunities: Shootin' It Straight With Stan 6:40

1M ago6:40

6:40

In this episode, The Annuity Man discussed: How chaos leads to both risks and opportunities What contributes to financial uncertainty? Maximizing lifestyle and financial security Locking in guarantees Key Takeaways: Political chaos leads to both risks and opportunities in investments, especially regarding annuities. Market volatility and potential …

1
Crypto Dice Throw or Annuity Guarantees: Shootin' It Straight With Stan 7:21

1M ago7:21

7:21

In this episode, The Annuity Man discussed: Choosing guarantees over speculation Knowing your "PILL" for protection Building your income floor Balancing risk with security Key Takeaways: Crypto investments are like rolling dice, while annuities provide contractual guarantees and predictable results. Building financial security means focusing on wha…

1
Wade Pfau: Retirement Income Style Awareness (From the Vault) 53:08

1M ago53:08

53:08

In this episode, The Annuity Man and Wade Pfau discuss: Retirement Income Style Awareness (RISA) framework Wade's different viewpoint on retirement 4% rule of thumb and its limitations The truth about retirement planning strategies Key Takeaways: Understanding one's preferred retirement income strategy via the Retirement Income Style Awareness (RIS…

1
284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It) 36:57

2M ago36:57

36:57

Summary In this episode of That Annuity Show, Paul Tyler and Bruno Caron engage with Qiyun Cai, founder and CEO of Fintary, to discuss the challenges and innovations in the insurance industry, of managing and optimizing compensation and revenue. Qiyun shares her background in insurance and technology, explaining how Fintary aims to streamline reven…

1
Market Freestyle or Annuity Lifestyle: Shootin' It Straight With Stan 5:57

2M ago5:57

5:57

In this episode, The Annuity Man discussed: Building stability through guaranteed income Balancing growth with protection Turning profits into long-term security Planning now for future calm Key Takeaways: Relying solely on volatile markets can be risky, especially with age. Creating an "income floor" through Social Security, pensions, and annuitie…

1
283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow 40:27

2M ago40:27

40:27

In this episode of That Annuity Show, Paul Tyler, Tisa Rabun-Marshall, and Bruno Caron talk with Samantha Chow from Capgemini to discuss the findings of the World Life Insurance Report. They explore consumer sentiment towards life insurance, the challenges of product design, and the importance of education in the industry. The conversation highligh…

1
Do Not Throw Annuity Darts at Your Death: Shootin' It Straight With Stan 4:46

2M ago4:46

4:46

In this episode, The Annuity Man discussed: Planning spousal income with precision Avoiding risky annuity strategies Building protection through legal planning Resisting sales pressure and complexity Key Takeaways: Secure your spouse's future by designing an intentional plan, not by guessing or rushing into annuities. Reverse engineer the exact inc…

1
Fixed Index Annuities Tailored to Your Goals: Shootin' It Straight With Stan 11:07

2M ago11:07

11:07

In this episode, The Annuity Man discussed: The purpose of Fixed Index Annuities Buying only for contractual guarantees Why do 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…

1
282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA 7:03

2M ago7:03

7:03

Live from the LIMRA Annual Conference, hosts Paul Tyler and guest co-host, Tom Rios sit down with Ken Leibow of InsurTech Express—a relentless chronicler of what's actually working across carriers and vendors. Ken breaks down the shift from AI talk to agentic AI doing, with underwriting workbenches embedding decision engines, Rx/MIB data, and scori…

1
Annuity Guarantees That Can Change Your Life: Shootin' It Straight With Stan 8:42

2M ago8:42

8:42

In this episode, The Annuity Man discussed: Annuity solutions to retirement problems The four things that annuities solve for How annuities can give peace of mind, flexibility, and freedom Key Takeaways: Retirement can be a daunting prospect, with the uncertainty of how long your savings will last and the fear of running out of money. However, annu…

1
281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications 16:54

2M ago16:54

16:54

Live from the LIMRA Annual Conference, host Paul Tyler and guest host, Tom Rios explore the future of carrier communications with Stephanie Warren and Tim Mader of O'Neil Digital Solutions. The conversation looks beyond today's PDFs to a unified, intelligent platform where print and digital are orchestrated together—with auto-failover (email → mail…

1
You Already Own 2 Annuities (Here's Why): Shootin' It Straight With Stan 7:30

3M ago7:30

7:30

In this episode, The Annuity Man discussed: The best inflation annuity on the planet The second annuity you already own RMDs are an annuity payment Key Takeaways: Annuities that adjust for inflation offered by the private sector have their initial payments drastically lowered to make up for the index increase. You don't need to get that because you…

1
280 - AI, People, and Change: Jim Kerley Live from LIMRA 22:31

3M ago22:31

22:31

Recorded live on the floor of the LIMRA Annual Conference, host Paul Tyler and guest host, Tom Rios sit down with Jim Kerley, Managing Partner at Clearview Partners, for a candid conversation on what really moves the needle: going deep with AI (not broad), building a clear roadmap, and supporting people through constant change. Jim shares pragmatic…

1
Will More Money Actually Make You Happier in Retirement?: Shootin' It Straight With Stan 10:24

3M ago10:24

10:24

In this episode, The Annuity Man discussed: Think again, would more money change your life? Peeling off the interest Are you really affected by inflation? Live your life now Key Takeaways: Why do you still keep money in the markets when you've won the game? Think about it, would more money really change your life? If the answer is no, then why are …

1
279 - A Discussion on the Future of Insurance Technology with Aspida's CIO and CTO 46:38

3M ago46:38

46:38

Join That Annuity Show hosts for an insightful discussion with Chief Information Officer, Alex Seidita, and Chief Technology Officer, Jason Pedone of Aspida. Hear about the benefits of an API-first architecture for straight-through processing and how they're exploring AI as a productivity multiplier rather than job replacement. The conversation exp…

1
The Retirement Income Rule You Can't Ignore: Shootin' It Straight With Stan 10:54

3M ago10:54

10:54

In this episode, The Annuity Man discussed: Preserving principal Matching products to time horizons Adapting to changing rates Prioritizing peace of mind Key Takeaways: The "never touch the principal" rule emphasizes generating retirement income from interest alone, keeping original capital intact for protection and legacy. CDs and treasuries are b…

1
Why the "Perfect Annuity" Is a Myth: Shootin' It Straight With Stan 7:54

3M ago7:54

7:54

In this episode, The Annuity Man discussed: Recognizing annuity trade-offs Focusing on contractual guarantees Asking the right questions Evaluating strength over sales pitches Key Takeaways: No annuity is perfect; each comes with both benefits and limitations. They should be understood as commodity products rather than flawless solutions. Annuities…

1
278 - Nassau's CIO Joe Orofino on Fed Cuts, AI Risks, and Social Security 12:01

3M ago12:01

12:01

Nassau Financial Group's Chief Investment Officer, Joe Orofino joins Paul Tyler to analyze the current economic landscape and its impact on retirement planning. They examine how Federal Reserve rate cuts affect annuity products, discuss inflation expectations hovering around 3%, and explore the looming Social Security funding crisis. Orofino explai…

1
The Truth About Annuities | How Income & Guarantees Really Work 10:29

3M ago10:29

10:29

In this episode, The Annuity Man discussed: Annuities as lifetime income How annuities are priced Focus on contractual guarantees Two primary purposes of annuities Key Takeaways: Annuities, like Social Security or pensions, provide guaranteed income for life. They come in several forms, such as immediate, deferred, and longevity annuities, each des…

1
Rerelease 262 – All Things MYGA with Jeff Affronti 36:01

4M 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
Smart Annuity Income Planning Explained: Shootin' It Straight with Stan 8:42

4M ago8:42

8:42

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…

1
The 3 Annuity Strategies for Principal Protection: Shootin' It Straight with Stan 10:20

4M ago10:20

10:20

In this episode, The Annuity Man discussed: CDs and MYGAs I-bond no-brainer The safest product in principal protection How safe are MYGAs? Key Takeaways: Here's how CDs (Certificate of Deposit) work: you give the bank money, they protect the principal, and you don't have to pay any fees. You can take the interest if you want to at the end of the te…

1
277 - Joe Jordan on Navigating Change In World of Advice 43:37

4M ago43:37

43:37

Joe Jordan explores the importance of purpose in retirement, the impact of demographics, and the role of technology, including AI. Joseph emphasizes the significance of life insurance and social security in financial planning, advocating for a human-centered approach to financial services. The conversation highlights the need for advisors to adapt …

1
Can Your Annuity Income Increase With Inflation?: Shootin' It Straight With Stan 7:59

4M ago7:59

7:59

In this episode, The Annuity Man discussed: Annuities that increase with inflation The role of interest rates in pricing For products that adjust for inflation Reverse-engineering your income floor Key Takeaways: Annuities don't give things away for free. A product that magically increases with inflation doesn't exist. Lifetime income is primarily …

1
276 - AM Best's Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities 42:07

4M ago42:07

42:07

In this episode of That Annuity Show, Paul Tyler, Tisa Rabun-Marshall, and Bruno Caron speak with Jason Hopper of AM Best about the rapidly evolving annuity market. They discuss emerging product trends, the growing role of private equity and asset managers, shifts in asset portfolio strategies, and how credit risk evaluation is adapting to changing…

1
How to Reverse Engineer Annuities to Fight Inflation: Shootin' It Straight With Stan 10:21

4M ago10:21

10:21

In this episode, The Annuity Man discussed: Products that adjust for inflation Thinking rationally about inflation Reverse-engineering annuity Key Takeaways: Many bad sales pitches out there mention a way to beat inflation using indexed products that adjust for inflation. What really happens is that the annuity company severely lowers the initial p…

1
Searching for Growth or Guarantees? Shootin' It Straight With Stan 10:20

5M ago10:20

10:20

In this episode, The Annuity Man discussed: Threading the needle with volatility Freedom from volatility Annuities are the haystack Time to secure guarantees Key Takeaways: Threading the needle to get market returns makes you dependent upon so much unknown. You're dependent on world markets, geopolitical events, and meltdowns that are impossible to…

1
Don't Fall for Hypothetical Annuity Returns: Shootin' It Straight With Stan 12:04

5M ago12:04

12:04

In this episode, The Annuity Man discussed: Annuities are contracts How Indexed Annuities Should Be Used Don't buy an annuity for market returns Key Takeaways: To say that something is "guaranteed and backtested" means that there is nothing guaranteed at all. Annuities are contracts; buy them for what they will do and not what they might do. Indexe…

1
Flexible Annuity Start Dates Explained: Shootin' It Straight With Stan 10:34

5M ago10:34

10:34

In this episode, The Annuity Man discussed: The four lifetime income products How annuities are priced The simplicity of SPIA Getting the highest guarantee Key Takeaways: There are four lifetime income products: Single Premium Immediate Annuities, Deferred Income Annuities, Qualified Longevity Annuity Contracts, and Income Riders that can be attach…

1
275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry 32:31

5M ago32:31

32:31

Summary In this episode of That Annuity Show, Paul Tyler speaks with Krish Krishnan, CEO and founder of Magnifact, about the company's mission to streamline data aggregation in the insurance industry. They discuss the challenges of data management, the importance of digital transformation, and how AI is set to revolutionize the industry. Krish shar…

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