Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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267 - Roger Kahlon on Digital Transformation in the Annuity Industry
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Manage episode 481750084 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://staging.podcastplayer.com/legal.
In this episode of That Annuity Show, host Paul Tyler welcomes Roger Kahlon, Vice President and Head of Consulting at Zinnia, to discuss key takeaways from the recent IRI Annual Conference. They explore the industry's digital transformation journey, including the Digital First initiative, the growing importance of Contingent Deferred Annuities (CDAs), and the need for standardization and collaboration to expand the marketplace. Roger shares valuable insights on how carriers can overcome transformation challenges and better serve wealth management firms, providing expert perspective on the future of annuities in an increasingly digital landscape. Learn more at thatannuityshow.com
…
continue reading
273 episodes
MP3•Episode home
Manage episode 481750084 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://staging.podcastplayer.com/legal.
In this episode of That Annuity Show, host Paul Tyler welcomes Roger Kahlon, Vice President and Head of Consulting at Zinnia, to discuss key takeaways from the recent IRI Annual Conference. They explore the industry's digital transformation journey, including the Digital First initiative, the growing importance of Contingent Deferred Annuities (CDAs), and the need for standardization and collaboration to expand the marketplace. Roger shares valuable insights on how carriers can overcome transformation challenges and better serve wealth management firms, providing expert perspective on the future of annuities in an increasingly digital landscape. Learn more at thatannuityshow.com
…
continue reading
273 episodes
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