284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)

287 - The Future of Claims Processing: Insights from Brent Williams

Brent Williams, CEO of Benekiva, shares his journey from managing a large financial advisory firm to founding a claims automation company. He discusses industry challenges like legacy systems, fragmented data, and the transformative potential of AI in claims processing, emphasizing a human-centered approach to technology. Learn more about Benekiva: https://benekiva.com Tune into TAS for additional episodes: https://thatannuityshow.com

286 - Nassau's CIO on Inflation, Interest Rates, and the Economic Impact of AI

In this episode of the That Annuity Show, Nassau Financial Group's Chief Investment Officer, Joe Orofino, joins Tisa Rabun-Marshall and Mark Fitzgerald to discuss current economic trends and the factors shaping today's investment landscape. The conversation explores inflation, interest rate movements, and how developments such as artificial intelligence and global trade policies may influence markets, investment strategies, and consumer behavior. Listeners will gain perspective on market volatility, duration strategies, and the broader economic signals investors are watching. Learn more at http://www.thatannuityshow.com

285 - AI and Tech: What's Next for Annuities? 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

284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)

Summary In this episode of That Annuity Show, Paul Tyler and Bruno Caron engage with Qiyun Cai, founder and CEO of Fintary, to discuss the challenges and innovations in the insurance industry, of managing and optimizing compensation and revenue. Qiyun shares her background in insurance and technology, explaining how Fintary aims to streamline revenue growth through flexible compensation structures and automation. The conversation delves into the complexities of multi-level distribution, the importance of data integration, and the need for modern solutions in a traditionally fragmented industry. Learn more at www.thatannuityshow.com

283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow

In this episode of That Annuity Show, Paul Tyler, Tisa Rabun-Marshall, and Bruno Caron talk with Samantha Chow from Capgemini to discuss the findings of the World Life Insurance Report. They explore consumer sentiment towards life insurance, the challenges of product design, and the importance of education in the industry. The conversation highlights global trends, the impact of societal shifts on insurance needs, and the necessity for flexible, bundled products that cater to the modern consumer. The role of technology and digital engagement in transforming the insurance landscape is also emphasized, along with the potential for wealth transfer among younger generations. Listen now at www.thatannuityshow.com