Best David Nassau Podcasts (2025)

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

5d 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
Cultivating Good Fruit

10d ago

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Len Scales preaches on Galatians 6:1-10. August 10, 2025.By Nassau Presbyterian Church

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

12d 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
Life in the Spirit

17d ago

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Lauren J. McFeaters preaches on Galatians 5:13-25. August 3, 2025.By Nassau Presbyterian Church

1
Seasoned

24d ago

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Lauren J. McFeaters preaches on Galatians 3:23-29. July 27, 2025.By Nassau Presbyterian Church

1
Clay Pots

1M ago

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David A. Davis preaches on Jeremiah 18:1-11. July 20, 2025.By Nassau Presbyterian Church

1
Minor Prophets

1M ago

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David A. Davis preaches on Jeremiah 1:4-10. July 13, 2025.By Nassau Presbyterian Church

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

1M 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…

1
Salvation Road

1M ago

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Lauren J. McFeaters preaches on Galatians 1:1-12. July 6, 2025.By Nassau Presbyterian Church

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274 - Joe Nunes on Navigating the Future of Retirement Planning 40:56

2M ago40:56

40:56

In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and guest Joe Nunes discuss the evolution of retirement planning, focusing on the shift from defined benefit (DB) to defined contribution (DC) plans. They explore the challenges faced by retirees today, the role of annuities, and the importance of adequate contributions to ensure financ…

1
Putting Ourselves Back Together

2M ago

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Andrew Scales preaches on Ephesians 4:1-16. June 29, 2025.By Nassau Presbyterian Church

1
273 - Kartik Sakthivel on Driving AI Innovation Across The Insurance Industry 38:35

2M ago38:35

38:35

In this episode, Paul Tyler interviews Kartik Sakthivel, Vice President and CIO of LIMRA, discussing the transformative impact of AI on the insurance industry. They explore the evolution of AI, its ethical implications, and the importance of governance. Kartik shares insights from his personal journey in the industry and emphasizes the need for AI …

1
Every Family

2M ago

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David A. Davis preaches on Ephesians 3:14-20. June 22, 2025.By Nassau Presbyterian Church

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272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers 40:44

2M ago40:44

40:44

In this episode, Paul Tyler and Tisa Rabun-Marshall discuss the intersection of annuities and AI with Jay Singh, founder of Hedgness. Jay and our hosts explore innovation in the annuity space, the importance of compliance, and how AI can enhance sales efficiency without disrupting existing workflows. Jay shares insights on successful AI implementat…

1
Grace and Good Works

2M ago

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David A. Davis preaches on Ephesians 2:1-10. Trinity Sunday, June 15, 2025.By Nassau Presbyterian Church

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271 - Prudential, Global Atlantic, Conning & Zinnia on AI Transformation 38:03

2M ago38:03

38:03

Join executives from Prudential, Global Atlantic, Conning and Zinnia as they dive deep into how artificial intelligence is reshaping the life and annuity industry. Recorded at Hartford AI Day, this candid panel explores the real ROI of AI investments, the dramatic potential for call center cost reduction, and the critical 90% challenge that isn't t…

1
The Eyes of Your Heart

2M ago

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David A. Davis preaches on Ephesians 1:15-23. Pentecost Sunday, June 8, 2025.By Nassau Presbyterian Church

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270 - Nassau's David Czerniecki On Tariffs, Bonds, and Nuclear Reactors 22:11

2M ago22:11

22:11

In this episode, Paul Tyler and David Czerniecki discuss the current state of the markets, focusing on the interplay between tariffs, inflation, and economic indicators. They explore the implications of the bond market dynamics on the annuity industry, the impact of rising interest rates, and the role of AI and energy in shaping future market trend…

1
God's Good Pleasure

3M ago

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David A. Davis preaches on Ephesians 1:1-14. June 1, 2025.By Nassau Presbyterian Church

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The Healing of the Nations

3M ago

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Len Scales preaches on Revelations 22:1-5. May 25, 2025.By Nassau Presbyterian Church

1
268 - Miles O'Keefe On Navigating Life's Transitions: Financial, Healthcare, and Funeral Planning 44:42

3M ago44:42

44:42

In this episode of That Annuity Show, Paul Tyler and Laura Dinan Haber welcome Miles O'Keefe, who shares his journey in the funeral and financial planning industry. The conversation explores the intersection of Medicare and financial planning, the role of technology in enhancing human-centered services, and the challenges of navigating change in th…

1
To the Thirsty

3M ago

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Mark Edwards preaches on Revelation 21:1-6. Confirmation Sunday, May 18, 2025.By Nassau Presbyterian Church

1
The Tears God Wipes

3M ago

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David A. Davis preaches on Revelation 7:9-17. May 11, 2025.By Nassau Presbyterian Church

1
267 - Roger Kahlon on Digital Transformation in the Annuity Industry 32:03

3M ago32:03

32:03

In this episode of That Annuity Show, host Paul Tyler welcomes Roger Kahlon, Vice President and Head of Consulting at Zinnia, to discuss key takeaways from the recent IRI Annual Conference. They explore the industry's digital transformation journey, including the Digital First initiative, the growing importance of Contingent Deferred Annuities (CDA…

1
Worthy Lamb

4M ago

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David A. Davis preaches on Revelation 5:8-14. May 4, 2025.By Nassau Presbyterian Church

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266 - Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income 39:38

4M ago39:38

39:38

In this episode of That Annuity Show, we welcome Bill Bengen, the creator of the 4% rule, to discuss the evolution of retirement planning strategies. Bill shares insights into the origins of the 4% rule, its mechanics, and how it has been adapted in his upcoming book. The conversation delves into the eight essential elements of a comprehensive reti…

1
Wounded & Worthy

4M ago

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Dr. Jonathan Lee Walton preaches on John 20:19-31. April 27, 2025.By Nassau Presbyterian Church

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265 - Philip Chao on Building Guaranteed Income At The Workplace 50:39

4M ago50:39

50:39

Philip Chao, a leading voice in the 401(k) space shares his sharp focus on creating guaranteed retirement income. The conversation explores Philip's background, his companies, and the evolving landscape of annuities within retirement plans. Key themes include the role of fiduciaries, the integration of annuities into target date funds, and the futu…

1
Greetings

4M ago

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David A. Davis preaches on Matthew 28:1-10 on Easter Sunday. April 20, 2025.By Nassau Presbyterian Church

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

4M 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…

1
Hanging on Every Word

4M ago

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David A. Davis preaches on Luke 22:1-23 on Palm Sunday. April 13, 2025.By Nassau Presbyterian Church

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263 -Tom Totten and Building Lifetime Income through ESOPs 47:25

4M 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…

1
Nothing

5M ago

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David A. Davis preaches on Luke 9:1-9 on the Fifth Sunday in Lent, April 6, 2025.By Nassau Presbyterian Church

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262 - All Things MYGA with Jeff Affronti 36:01

5M 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
Breeding Worms

5M ago

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David A. Davis preaches on Exodus 16:1-21 on the Fourth Sunday of Lent. March 30, 2025.By Nassau Presbyterian Church

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261 - In-Plan Annuities 101 with Ramsey Smith & Graham Clark 39:21

5M 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…

1
Dust

5M ago

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David A. Davis preaches on Genesis 3:17-19 on the third Sunday in Lent. March 23, 2025.By Nassau Presbyterian Church

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260 - Deloitte's Dan McCoach on AI, Cyberthreats and Transforming the Insurance Industry 33:43

5M 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…

1
Very Good, Again

5M ago

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Nassau's youth preach on Genesis 2:4-25 on the second Sunday in Lent. March 16, 2025.By Nassau Presbyterian Church

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259 - Nassau's David Czerniecki on Tariffs, AI and Productivity 21:03

5M 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…

1
Very Good

5M ago

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David A. Davis preaches on Genesis 1:1-2:3 on the first Sunday in Lent. March 9, 2025.By Nassau Presbyterian Church

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258 - ALEXIncome's Ramsey Smith and Graham Clark on In-plan Annuities 49:30

6M 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…

1
Crossing Over

6M ago

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Lauren J. McFeaters preaches on Luke 9:28-36. March 2, 2025.By Nassau Presbyterian Church

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257 - Security Benefit's Toby Leonard on Growing Annuity Sales in the RIA Channel 35:56

6M 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 …

1
Resurrection

6M ago

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David A. Davis preaches on 1 Corinthians 15:51-58. February 23, 2025.By Nassau Presbyterian Church

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256 - Celent's Karen Monks on Technology Trends 43:44

6M 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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255 - Oceanview's Jim Ryan on Building Success Through Simplicity 25:16

6M 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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254 - IRI's Katherine Dease On Transforming Annuities - Turning Data Challenges Into Digital Solutions 37:12

6M 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…

1
253 - Sheryl Moore with Michele Trogni on Transforming Retirement 24:12

7M 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…

1
252 - Catching Up With Joe Jordan 33:50

7M 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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David Nassau Podcasts

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