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

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  

Om Podcasten

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.