That Annuity Show
That Annuity Show
Nassau Financial Group
285 - AI and Tech: What's Next for Annuities? Insights from David Novak
28 minutes Posted Nov 14, 2025 at 3:28 pm.
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Show notes
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