Sep 18, 202632 min
Retirees often consider the many facets of planning and their needs for later in life separately. Vince Bodnar, President and CEO of Lumos Insurance, joins co-hosts Tisa Rabun-Marshall, Ramsey Smith, and Bruno Caron to...
About this Podcast:
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.
Pitch Analysis
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Contact path
Verified email
Booking probability
37%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about That Annuity Show
What is That Annuity Show about?
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.
What has That Annuity Show covered recently?
Recent episodes include "292, Connecting Medicare, Income, and Long-Term Care with Vince Bodnar" (18 September 2026, 32 minutes), "291 Annuity Industry Trends and Shifts with AM Best's Researcher Jason Hopper" (4 September 2026, 27 minutes), and "289 - Embracing Empathy and Innovation in Insurance with Maria Ferrante-Schepis" (31 July 2026, 35 minutes).
How often does That Annuity Show publish?
That Annuity Show publishes roughly every two weeks, with episodes averaging 31 minutes across 299 episodes.
How hard is it to get booked on That Annuity Show?
Booking probability for That Annuity Show is 37%, and the host is rated Selective on guests. That Annuity Show requires a Pod Score of 80 or higher. That Annuity Show's contact route on record: verified email.
Who should pitch That Annuity Show?
The strongest fits for That Annuity Show are Insurance Agencies & Brokers. That Annuity Show has a business audience.
About the host
That Annuity Show is a business podcast with 299 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Sep 4, 202627 minIn this episode of That Annuity Show, Tisa Rabun-Marshall, Ramsey Smith, and Bruno Caron discuss the current trends in the annuity market with Jason Hopper, A.M. Best's Associate Director of Industry Research and...
Jul 31, 202635 minEmpathy can play an important role in helping clients move from recognizing a need to feeling ready to take action. In a recent episode of The Annuity Show, Maria Ferrante-Schepis, founder of Think Worthy Consulting...
That Annuity Show
287 - The Future of Claims Processing: Insights from Brent Williams
Mar 20, 202631 minBrent 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...
Mar 13, 202619 minIn 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...
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Nov 14, 202529 minThis 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...
That Annuity Show
284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)
Oct 31, 202537 minSummary 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...
That Annuity Show
283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow
Oct 24, 202540 minIn 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...
That Annuity Show
282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA
Oct 10, 20257 minLive 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...
That Annuity Show
281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications
Oct 3, 202517 minLive 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...
That Annuity Show
280 - AI, People, and Change: Jim Kerley Live from LIMRA
Sep 26, 202523 minRecorded 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...
Sep 19, 202547 minJoin 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...
Sep 5, 202512 minNassau 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...
That Annuity Show
Rerelease 262 – All Things MYGA with Jeff Affronti
Aug 29, 202536 minJeff 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...
That Annuity Show
277 - Joe Jordan on Navigating Change In World of Advice
Aug 15, 202544 minJoe 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...
That Annuity Show
276 - AM Best's Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities
Aug 8, 202542 minIn 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...
That Annuity Show
275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry
Jul 11, 202533 minSummary 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...
That Annuity Show
274 - Joe Nunes on Navigating the Future of Retirement Planning
Jul 4, 202541 minIn 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...
Jun 27, 202539 minIn 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...
That Annuity Show
272 - Hedgeness Founder Jay Singh on Embedding AI In Carriers
Jun 20, 202541 minIn 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...
Recent guests
Recent guests on That Annuity Show. Study who booked and why before you pitch.
D
David Novak
Professor Emeritus and J. Richard and Dorothy Shiff Chair of Jewish Studies Emeritus, David Novak Leadership
B
Bill Bengen
financial planner
G
Graham Clark
CLA Senior Land Use Policy Adviser, Scottish Fair Trade Forum
J
Jim Ryan
President, Global Sales and Marketing, Sony Interactive Entertainment Europe, Sony Interactive Entertainment
Best industries to pitch That Annuity Show for
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