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

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Content provided by Nassau Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nassau Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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
  continue reading

248 episoade

Artwork
iconDistribuie
 
Manage episode 446774376 series 2880399
Content provided by Nassau Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nassau Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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
  continue reading

248 episoade

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