
280 - AI, People, and Change: Jim Kerley Live from LIMRA
From That Annuity Show by Nassau Financial Group
September 26, 2025 · 23 min
About this episode
A discussion on AI, leadership, and organizational change featuring insights from Jim Kerley.
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 guidance for carrier executives—how to future-proof your career, reduce organizational stress, upskill teams, and use industry resources and peer networks to turn transformation into measurable outcomes. If you're leading strategy, operations, distribution, or product, this episode is your field guide to doing AI—and leadership—right. Learn more at www.thatannuityshow.com
People in this episode
Host: Paul Tyler
Guests: Tom Rios, Jim Kerley
Topics covered
- AI
- leadership
- organizational change
- career development
- upskilling
- transformation
Keywords
- AI
- leadership
- organizational stress
- upskill
- transformation
- career
- LIMRA
Mentioned in this episode
Organizations: Clearview Partners, LIMRA, Nassau Financial Group
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