That Annuity Show

Nassau Financial Group

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.

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That Annuity Show

Episodes (296)

Fri Aug 14th 290 - Bruno Caron and Anthony McSwieney on Navigating the Insurance Rating Landscape
Jul 31st 289 - Embracing Empathy and Innovation in Insurance with Maria Ferrante-Schepis
Jun 26th 288 - The DOL Fiduciary Rule: Where Things Stand Today

That Annuity Show

Aug 14, 2026
29¼ minutes
14 MB

In this episode of That Annuity Show, Bruno Caron and Anthony McSwieney of CM Risk Consulting discuss the evolving insurance rating environment and the role of capital, reinsurance, and business strategy in the rating process. Anthony draws on his background in bank treasury and asset-liability management, as well as 16 years at AM Best, while Bruno brings his experience across the insurance industry and product strategy. The conversation explores how insurers communicate their strategies to rating agencies and examines topics including BCAR and RBC, capital quality, operational risk, surplus notes, preferred securities, and parental support. They also discuss how technology, distribution...

That Annuity Show

290 - Bruno Caron and Anthony McSwieney on Navigating the Insurance Rating Landscape

Nassau Financial Group

00:00 -29:16