That Annuity Show

242 - Sheryl J. Moore on the Future of Annuity Innovation


Listen Later

Join host Paul Tyler and annuity professional Sheryl J. Moore for an illuminating discussion on the transformation of the annuity market. From innovative product design to illustration challenges, Moore shares invaluable insights on making annuities more accessible to consumers. With co-hosts Tisa Rabun-Marshall and Bruno Caron. Chapters:  0:00 - Introduction  5:13 - Current State of Annuity Market  13:54 - Monte Carlo Analysis in Retirement Planning  20:05 - Product Innovation and Complexity  24:05 - Future of Illustrations  30:19 - 2025 Industry Predictions Notable Quotes:  "When I started working in life insurance 25 years ago... they were describing that soon we would have electronic signatures and straight-through processing. And here we are 25 years later, and people are still struggling with it." - Sheryl J. Moore "I've been working on rebranding annuities for 20 years. Just trying to make it so that it's not the naughty stepchild of financial services." - Sheryl J. Moore
...more
View all episodesView all episodes
Download on the App Store

That Annuity ShowBy Nassau Financial Group

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

22 ratings


More shows like That Annuity Show

View all
The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

737 Listeners

Odd Lots by Bloomberg

Odd Lots

1,789 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

600 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,998 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

445 Listeners

7 Figure Annuity Sales by Chad C. Owen

7 Figure Annuity Sales

44 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

363 Listeners

The Long View by Morningstar

The Long View

885 Listeners

Sound Investing by Paul Merriman

Sound Investing

343 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

“Fun With Annuities” The Annuity Man Podcast by The Annuity Man

“Fun With Annuities” The Annuity Man Podcast

52 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

175 Listeners

Ask The Compound by The Compound

Ask The Compound

307 Listeners

Annuity Straight Talk by Bryan Anderson

Annuity Straight Talk

13 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

163 Listeners