HeyJaredThat Annuity Show
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.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 31, 2026
Latest episodes
292 – Connecting Medicare, Income, and Long-Term Care with Vince Bodnar (opens the original)
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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 discuss how a more coordinated planning process may help individuals better understand the interconnection of retirement income, health, quality of life, and legacy. Vince also shares his perspective on product development, advisor education, longevity risk and the role of reinsur
291 Annuity Industry Trends and Shifts with AM Best's Researcher Jason Hopper (opens the original)
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In 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 Analytics. They explore the recent Best's Special Reports covering industry shifts, market trends and the impact of baby boomers on annuity growth. The conversation also delves into the increasing role of private credit in insurance and the need for insurers to adapt to changing consume
290 - Bruno Caron and Anthony McSwieney on Navigating the Insurance Rating Landscape (opens the original)
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In this episode of That Annuity Show, Bruno Caron and Anthony McSwieney of CM Risk Consulting discuss the evolving insurance rating environment and the role of capital, reinsurance, and business strategy in the rating process. Anthony draws on his background in bank treasury and asset-liability management, as well as 16 years at AM Best, while Bruno brings his experience across the insurance industry and product strategy. The conversation explores how insurers communicate their strategies to rat
289 - Embracing Empathy and Innovation in Insurance with Maria Ferrante-Schepis (opens the original)
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Empathy 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, discussed how insurance professionals can better understand the "invisible wall" between unmet need and concept of negative demand. Her perspective: education alone may not be enough. Meaningful two-way conversations can help advisors better understand client concerns, build trust,
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