Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇯🇵JP · Investing#1751K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
500 to 5K🎙 ~2x weekly·293 episodes·Last published 3mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
1K to 10K🇯🇵100% - Active Followers
Loyal subscribers who consistently listen
300 to 3K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 10 epsHosts
Recent guests
Recent episodes
287 - The Future of Claims Processing: Insights from Brent Williams
Mar 20, 2026
30m 36s
286 - Nassau's CIO on Inflation, Interest Rates, and the Economic Impact of AI
Mar 13, 2026
18m 55s
285 - AI and Tech: What's Next for Annuities? Insights from David Novak
Nov 14, 2025
28m 48s
284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)
Oct 31, 2025
36m 57s
283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow
Oct 24, 2025
40m 27s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 3/20/26 |  287 - The Future of Claims Processing: Insights from Brent Williams✨ | claims processingAI in finance+3 | Brent Williams | BenekivaNassau Financial Group | — | claims automationlegacy systems+3 | — | 30m 36s | |
| 3/13/26 |  286 - Nassau's CIO on Inflation, Interest Rates, and the Economic Impact of AI✨ | inflationinterest rates+4 | Joe Orofino | Nassau Financial GroupThat Annuity Show | global | inflationinterest rates+5 | — | 18m 55s | |
| 11/14/25 |  285 - AI and Tech: What's Next for Annuities? Insights from David Novak✨ | AItechnology+4 | David Novak | Annuities GeniusNassau Financial Group | — | AIannuities+5 | — | 28m 48s | |
| 10/31/25 |  284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)✨ | insurance industrycompensation management+4 | Qiyun Cai | Fintary | — | insurancecompensation+4 | — | 36m 57s | |
| 10/24/25 |  283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow✨ | life insuranceconsumer sentiment+5 | Samantha Chow | CapgeminiWorld Life Insurance Report | — | life insuranceconsumer trends+5 | — | 40m 27s | |
| 10/10/25 |  282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA✨ | AI in insuranceunderwriting automation+3 | Tom RiosKen Leibow | InsurTech ExpressLIMRA | — | AIunderwriting+6 | — | 7m 03s | |
| 10/3/25 |  281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications✨ | carrier communicationspolicy delivery+4 | Tom Rios | O'Neil Digital SolutionsLIMRA | — | carrier communicationspolicy delivery+6 | — | 16m 54s | |
| 9/26/25 |  280 - AI, People, and Change: Jim Kerley Live from LIMRA✨ | AIleadership+4 | Tom RiosJim Kerley | Clearview PartnersLIMRA+1 | — | AIleadership+5 | — | 22m 31s | |
| 9/19/25 |  279 - A Discussion on the Future of Insurance Technology with Aspida's CIO and CTO✨ | insurance technologyAPI-first architecture+5 | Alex SeiditaJason Pedone | AspidaNassau Financial Group | — | insurance technologyAPI+5 | — | 46m 38s | |
| 9/5/25 |  278 - Nassau's CIO Joe Orofino on Fed Cuts, AI Risks, and Social Security✨ | economic landscaperetirement planning+5 | Joe Orofino | Nassau Financial GroupFederal Reserve+3 | — | annuity productslong-term interest rates+5 | — | 12m 01s | |
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| 8/29/25 |  Rerelease 262 – All Things MYGA with Jeff Affronti | 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 product features and innovations in the industry. The discussion also touches on the risks associated with life-only annuities and the potential for entering the MYGA market. For more information: thatannuityshow.com | — | ||||||
| 8/15/25 |  277 - Joe Jordan on Navigating Change In World of Advice | 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 to changing client needs and the importance of understanding the emotional aspects of financial decision-making. Listen now where you get your podcasts and at www.thatannuityshow.com. | — | ||||||
| 8/8/25 |  276 - AM Best's Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities | 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 market conditions. The conversation also explores the reinsurance space, spotlighting new market entrants and the regulatory complexities shaping the future of the insurance industry. Learn more at www.thatannuityshow.com | — | ||||||
| 7/11/25 |  275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry | 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 shares insights on the evolving relationships between carriers and distributors, the need for mobility in insurance, and his predictions for the future of the industry. Learn more at thatannuityshow.com | — | ||||||
| 7/4/25 |  274 - Joe Nunes on Navigating the Future of Retirement Planning | 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 financial security in retirement. The conversation also highlights the differences between the US and Canadian retirement systems, innovations in retirement savings, and strategies to address longevity risk. Listen now: www.thatannuityshow.com | — | ||||||
| 6/27/25 |  273 - Kartik Sakthivel on Driving AI Innovation Across The Insurance Industry | 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 literacy and operational efficiency. The conversation highlights the potential of AI to expand access to insurance and the importance of innovation from all levels within organizations. They conclude with a look at future directions for AI governance and resources available for industry professionals. Learn more at: www.thatannuityshow.com | — | ||||||
| 6/20/25 |  272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers | 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 implementation, the significance of meeting users where they are, and the potential ROI from AI adoption. The conversation also delves into specific use cases, particularly around illustrations for wholesalers, and the broader implications for the insurance industry. Learn more at thatannuityshow.com | — | ||||||
| 6/13/25 |  271 - Prudential, Global Atlantic, Conning & Zinnia on AI Transformation | 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 technology—it's changing human behavior. Learn more at www.thatannuityshow.com and more on Hartford AI Day at https://today.uconn.edu/2025/04/hartfords-ai-day-draws-record-attendance/ | — | ||||||
| 6/6/25 |  270 - Nassau's David Czerniecki On Tariffs, Bonds, and Nuclear Reactors | 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 trends. David provides insights into the challenges posed by the rising deficit and the potential for economic growth, while also addressing the importance of energy production and regulatory changes. | — | ||||||
| 5/23/25 |  268 - Miles O'Keefe On Navigating Life's Transitions: Financial, Healthcare, and Funeral Planning | 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 the funeral industry. They discuss communication trends in sensitive situations and the importance of maintaining a human touch in a rapidly evolving market. In this conversation, Miles O'Keefe discusses the evolution of communication in the funeral and Medicare industries, emphasizing the shift to digital platforms post-COVID. He shares strategies for working with funeral directors and Medicare providers, highlighting the importance of seamless communication and adapting to client needs. The discussion also touches on the fear of change in business, the evolving perspectives on death and funerals, and the potential future of technology in the death care industry. Listen now: www.thatannuityshow.com | — | ||||||
| 5/9/25 |  267 - Roger Kahlon on Digital Transformation in the Annuity Industry | 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 (CDAs), and the need for standardization and collaboration to expand the marketplace. Roger shares valuable insights on how carriers can overcome transformation challenges and better serve wealth management firms, providing expert perspective on the future of annuities in an increasingly digital landscape. Learn more at thatannuityshow.com | — | ||||||
| 5/2/25 |  266 - Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income | 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 retirement withdrawal plan, the impact of inflation and market valuation on withdrawal rates, and the role of annuities in retirement income. Bill provides insight on the benefits of maximizing income while managing risks and provides case studies to illustrate effective retirement planning. Learn more at thatannuityshow.com | — | ||||||
| 4/25/25 |  265 - Philip Chao on Building Guaranteed Income At The Workplace | 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 future of guaranteed income products in the retirement market. In this conversation, Philip Chao discusses the evolution and importance of Target Date Funds and Qualified Default Investment Alternatives (QDIAs) in retirement planning. He emphasizes the need for personalized solutions that consider individual data rather than relying solely on averages. The discussion also highlights the significance of engagement in retirement planning, the challenges of behavioral finance, and how guaranteed income can help ensure financial security in retirement. Chao advocates for transparency and education in financial services to empower individuals in their retirement decisions. Learn more at thatannuityshow.com | — | ||||||
| 4/11/25 |  263 -Tom Totten and Building Lifetime Income through ESOPs | 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, including the use of annuities, and reflects on the evolving relationship between employers and employees in the context of retirement planning. In this conversation, the speakers discuss the benefits of including lifetime income solutions in retirement planning, emphasizing the role of the workplace in providing these solutions. They explore the challenges of communicating the value of lifetime income to pre-retirees and retirees, the impact of technology on retirement planning, and the benefits of diversification in investment strategies. The discussion also touches on the potential of ESOPs as a means of wealth creation for employees and the evolving landscape of retirement planning in light of alternative investments. | — | ||||||
| 4/4/25 |  262 - All Things MYGA with Jeff Affronti | 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 product features and innovations in the industry. The discussion also touches on the risks associated with life-only annuities and the potential for entering the MYGA market. For more information: thatannuityshow.com | — | ||||||
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Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.