That Annuity Show

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

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

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  and more on Hartford AI Day at

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.

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