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That Annuity Show

Nassau Financial Group

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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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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 highligh…
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Article that was used to guide the discussion: ⁠11 Major Challenges Women Face in the Workplace Outro: 'Which Side Are You On' Florence Reece was an American social activist, poet, and folksong writer. She is best known for the song "Which Side Are You On?" which she originally wrote at the age of twelve while her father was out on strike with othe…
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Live from the LIMRA Annual Conference, hosts Paul Tyler and guest co-host, Tom Rios sit down with Ken Leibow of InsurTech Express—a relentless chronicler of what’s actually working across carriers and vendors. Ken breaks down the shift from AI talk to agentic AI doing, with underwriting workbenches embedding decision engines, Rx/MIB data, and scori…
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We are joined by Joshua Shrum(Branch 4374) and Alan Gegax(Branch 2502). Bare Basics: Pro-Reform Candidate, with a slate. A campaign team of supporters and volunteers. Phone numbers and email addresses of members who will vote for you. Campaigning at the gates and in the shops Quality campaign literature mailed the day before the ballots are mailed …
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Live from the LIMRA Annual Conference, host Paul Tyler and guest host, Tom Rios explore the future of carrier communications with Stephanie Warren and Tim Mader of O’Neil Digital Solutions. The conversation looks beyond today’s PDFs to a unified, intelligent platform where print and digital are orchestrated together—with auto-failover (email → mail…
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Next Generation Carriers and guests are individual union members speaking in a personal capacity and they do not represent the views of the NALC, the United States Postal Service, or any other entity that is spoken on this program. James Capone, President of Branch 764 Graig Samoluk, President of Branch 334 Tom Rooney, President of Branch 34 Bill K…
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Joe Burns, former local union(AFSCME) president active in strike solidarity, is a labor negotiator and attorney. He is the author of the book Reviving the Strike: How Working People Can Regain Power and Transform America Book: ⁠Class Struggle Solidarity⁠ Book: ⁠Strike Bike⁠ Book: ⁠Reviving The Strike(PDF)⁠…
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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…
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Join That Annuity Show hosts for an insightful discussion with Chief Information Officer, Alex Seidita, and Chief Technology Officer, Jason Pedone of Aspida. Hear about the benefits of an API-first architecture for straight-through processing and how they're exploring AI as a productivity multiplier rather than job replacement. The conversation exp…
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Next Generation Carriers and guests are individual union members speaking in a personal capacity and they do not represent the views of the NALC, the United States Postal Service, or any other entity that is spoken on this program. James Capone, President of Branch 764 Graig Samoluk, President of Branch 334 Paul Boulanger, President of Branch 44 Da…
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Nassau Financial Group's Chief Investment Officer, Joe Orofino joins Paul Tyler to analyze the current economic landscape and its impact on retirement planning. They examine how Federal Reserve rate cuts affect annuity products, discuss inflation expectations hovering around 3%, and explore the looming Social Security funding crisis. Orofino explai…
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Wednesday, September 3rd the NALC Executive Council met to discuss the dispute resolution process and preparations for the next round of collective bargaining. Business Agent Mike Caref of Region 3 Illinois came onto our podcast to break down that meeting for the general membership of the NALC. Donate to Mike Caref Donate to Concerned Letter Carrie…
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Jeff Affronti, president and CEO of FSD Financial Services, joins our show to delve into the current landscape of annuities, focusing on market trends, the purpose of annuity laddering, and common strategies for younger investors. Jeff shares insights on using MYGAs for retirement income, the impact of inflation on annuities, and some of the latest…
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The 2018 NALC Guide to Route Inspections 00:15:23 - Principles of Route Inspections(Section One) 00:39:27 - Before the Week of Count and Inspection(Section Two) 01:10:47 - During the Week of Count and Inspection(Section Three) 01:50:47 - After the Week of Count and Inspection(Section Four) 02:10:59 - Carrier Consultations(Section Five) 02:32:41 - R…
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On May 15, 2025, nearly 800 healthcare workers at Butler Hospital, a major psychiatric hospital serving the region, launched an open-ended unfair labor practice (ULP) strike. Represented by SEIU 1199 New England, these workers include mental health staff, food service workers, nurses, call center staff, therapists, clerical staff, and more. The str…
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On May 15, 2025, nearly 800 healthcare workers at Butler Hospital, a major psychiatric hospital serving the region, launched an open-ended unfair labor practice (ULP) strike. Represented by SEIU 1199 New England, these workers include mental health staff, food service workers, nurses, call center staff, therapists, clerical staff, and more. The str…
  continue reading
 
Joe Jordan explores the importance of purpose in retirement, the impact of demographics, and the role of technology, including AI. Joseph emphasizes the significance of life insurance and social security in financial planning, advocating for a human-centered approach to financial services. The conversation highlights the need for advisors to adapt …
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Testing out a Sunday morning News/Education 10-minute format. Directed at CCAs/PTFs on Sundays and Regulars on their ride to work on Monday mornings. 5 topics discussed: City Carriers Salaries, Newly hired CCAs contract rights, What areas are hiring direct to Career status, How to become a successful union organizer, Mike Caref live on our podcast …
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In this episode of That Annuity Show, Paul Tyler, Tisa Rabun-Marshall, and Bruno Caron speak with Jason Hopper of AM Best about the rapidly evolving annuity market. They discuss emerging product trends, the growing role of private equity and asset managers, shifts in asset portfolio strategies, and how credit risk evaluation is adapting to changing…
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Cesar Hernandez, Ernest Gonzales, and Jose Rodriguez jump on to talk about the upcoming 2025 NALC Texas State Association Convention. Cesar Hernandez is running for re-election of District 5 political rep for Texas. Also, Josh Towne from the Building A Fighting NALC Rhode Island chapter encourages all members in/around Rhode Island to walk the heal…
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Union leaders from across the nation answer 24 questions related to heat safety. Corey Walton (From A To Arbitration podcast) Alan Gegax & Michael Brasaemle (Classes of Mail podcast) Richie Ray(Hot House podcast) Joshua Shrum (Parcels of Knowledge podcast) Mallory Eubanks & John Morris (CCA Corner podcast) Elliot Simmons (On the Workroom Floor podc…
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Summary In this episode of That Annuity Show, Paul Tyler speaks with Krish Krishnan, CEO and founder of Magnifact, about the company's mission to streamline data aggregation in the insurance industry. They discuss the challenges of data management, the importance of digital transformation, and how AI is set to revolutionize the industry. Krish shar…
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In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and guest Joe Nunes discuss the evolution of retirement planning, focusing on the shift from defined benefit (DB) to defined contribution (DC) plans. They explore the challenges faced by retirees today, the role of annuities, and the importance of adequate contributions to ensure financ…
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