About this episode

The episode discusses the impact of AI and technology on the annuities industry with insights from David Novak.

This episode of That Annuity Show brings together Paul Tyler, Bruno Caron, Tom Buckingham, James Wong and featured guest David Novak, CEO and Founder, Annuities Genius for a candid discussion on the intersection of AI and annuities. From conference insights to next-generation tools, they delve into how technology is reshaping client engagement, driving operational efficiency, and setting the stage for the industry's next wave of innovation. Learn more at www.thatannuityshow.com

People in this episode

Hosts: Paul Tyler, Bruno Caron, Tom Buckingham, James Wong

Guest: David Novak

Topics covered

• AI
• technology
• annuities
• client engagement
• operational efficiency
• innovation

Keywords

• AI
• annuities
• technology
• client engagement
• operational efficiency
• innovation
• David Novak

Mentioned in this episode

Organizations: Annuities Genius, Nassau Financial Group

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