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" with Trogni's vision for technological innovation in the industry. They address the delicate balance between digital innovation and traditional agent-led sales while highlighting how technology can enhance consumer understanding and product accessibility.

Learn more: thatannuityshow.com

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 often overlook. The conversation emphasizes the need for a holistic approach to retirement planning that includes community, relationships, and personal fulfillment.

More about how

https://www.josephjordan.com/about

Books:

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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 implementation of “SeLFIES”, which has attracted 105,000 investors and raised $2.8 billion since January 2023. The conversation highlights an approach to retirement planning that focuses on guaranteed monthly income rather than wealth accumulation, addresses the potential shortcomings of current retirement statements and target date funds, and explores potential implementations in other countries like India and the UK. Arun also discusses complementary innovations such as education bonds and using QR codes for retirement contributions, while emphasizing how these instruments could help address gender equity in retirement savings.

For those interested in learning more about this groundbreaking approach to retirement security, Arun can be followed on LinkedIn: https://www.linkedin.com/in/arun-muralidhar-74b2182/

Listen to the full episode: thatannuityshow.com

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 India operations manage an impressive 1.4 million calls annually and handle over 55% of North America’s variable annuity business, reflecting their critical role in the company’s global strategy. Once viewed as a back-office function, India’s operations have transformed into a Global Innovation Center (GIC), driving innovation and strategic growth. This shift leverages India’s diverse talent pool across key cities: Bangalore stands out as a hub for AI and tech innovation, Chennai excels in engineering and operational capabilities, and Delhi/NCR is renowned for its deep insurance expertise and skilled knowledge workers.

The conversation focuses on how insurance companies need to evolve, with key recommendations to:

1. Embrace transparency in operations
2. Simplify complex processes
3. Be bold in adopting new technologies
4. Stay adaptable to changing trends
5. Focus on building partnerships rather than vendor relationships

The episode provides insights into how insurance companies can leverage India's talent and technology capabilities to transform their operations and improve customer experience.

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 planning, and the role of fear and motivation in financial decision-making.

Kerra emphasizes the significance of finding purpose in life and work, and how one's purpose can evolve over time. The episode provides valuable takeaways for financial professionals and agents on how to connect with clients and address their concerns effectively.

Listen to learn more: thatannuityshow.com

Learn more about Kerra: https://kerrabolton.com

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 interconnect and shape the future of the economy, emphasizing a cautious optimism moving forward.

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 discussing industry AI adoption trends; Sabine VanderLinden of Alchemy Crew examining climate risk and its impact on retirement planning; Tom Polowy of InsureGo addressing personal lines challenges in the Connecticut market; Travis Grassel from the Iowa Department of Insurance providing regulatory perspectives; and Vilas Shah of Infosys sharing sustainability initiatives and innovation budget trends for 2025.