That Annuity Show

Investing in the Future of Our Industry // Reimagining Retirement Special Edition


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Where will investors place their bets on the retirement industry over the next three years? We asked a distinguished panel of venture capitalists their perspective at a virtual forum we co-hosted with That Annuity Show host Ramsey Smith.   This is the first of five special edition episodes, cut from Nassau Re/Imagine's 'Reimagining Retirement Forums'.    Forum Panelists:  Andrew Lerner, IA Capital Cole Riccardi, Aquiline  Doug Roth, CT Innovations Farron Blanc, Meet Gerry Harry Monti, Symetra Kathy Fuertes, Technology for Vanguard, Infosys   Startup Pitch: Richard LaVoice, Symetra   Connect with Nassau Re/Imagine:   Website:  LinkedIn: Instagram: The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product.   Where will investors place their bets on the retirement industry over the next three years? We asked a distinguished panel of venture capitalists their perspective at a virtual forum we co-hosted with That Annuity Show host Ramsey Smith.   This is the first of five special edition episodes, cut from Nassau Re/Imagine's 'Reimagining Retirement Forums'.    Forum Panelists:  Andrew Lerner, IA Capital Cole Riccardi, Aquiline  Doug Roth, CT Innovations Farron Blanc, Meet Gerry Harry Monti, Symetra Kathy Fuertes, Technology for Vanguard, Infosys   Startup Pitch: Richard LaVoice, Symetra   Connect with Nassau Re/Imagine:   Website:  LinkedIn: Instagram: The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
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That Annuity ShowBy Nassau Financial Group

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