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

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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