257 - Security Benefit's Toby Leonard on Growing Annuity Sales in the RIA Channel
That Annuity Show · Nassau Financial Group
February 28, 202535m 56s
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Show Notes
Summary In this episode of That Annuity Show, Paul Tyler interviews Toby Leonard, Assistant Vice President of Product Development at Security Benefit. They discuss the evolution of annuities, particularly fixed index annuities, and their role in financial planning. The conversation highlights the importance of education, technology, and the impact of AI on the insurance industry. They also explore market trends, predictions for annuity sales, and the significance of annuities in the RIA space. Learn more at thatannuityshow.com