That Annuity Show

254 - IRI's Katherine Dease On Transforming Annuities - Turning Data Challenges Into Digital Solutions


Listen Later

Katherine Dease, the Chief Technology and Innovation Officer for Insured Retirement Institute (IRI) discusses the future of annuities and how the Digital First Initiative could accelerate growth. With special guest host, Michael Celi, Chief Product Officer of Zinnia, Katherine shares insights on the challenges of modernizing the annuity industry, particularly the data problems that hinder innovation. The conversation highlights the importance of user experience, the role of annuities in holistic financial planning, and the need for collaboration among industry players. They also touch on regulatory considerations and the metrics for measuring success in the initiative, emphasizing the call for industry participation to drive meaningful change. Learn more at thatannuityshow.com
...more
View all episodesView all episodes
Download on the App Store

That Annuity ShowBy Nassau Financial Group

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

23 ratings


More shows like That Annuity Show

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,212 Listeners

Investing Insights by Morningstar

Investing Insights

523 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,067 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

806 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

771 Listeners

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

The Retirement and IRA Show

751 Listeners

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

The Rational Reminder Podcast

472 Listeners

The Long View by Morningstar

The Long View

920 Listeners

7 Figure Annuity Sales by Chad C. Owen

7 Figure Annuity Sales

44 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

824 Listeners

Annuity Straight Talk by Bryan Anderson

Annuity Straight Talk

14 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

993 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

184 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,430 Listeners