That Annuity Show

← That Annuity Show14 nov 2025 · 29 min

285 - AI and Tech: What's Next for Annuities? Insights from David Novak

285 - AI and Tech: What's Next for Annuities? Insights from David Novak14 nov 202529 min

This episode of That Annuity Show brings together Paul Tyler, Bruno Caron, Tom Buckingham, James Wong and featured guest David Novak, CEO and Founder, Annuities Genius for a candid discussion on the intersection of AI and annuities. From conference insights to next-generation tools, they delve into how technology is reshaping client engagement, driving operational efficiency, and setting the stage for the industry's next wave of innovation. Learn more at www.thatannuityshow.com