Tag: Financial Technology (FinTech)
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069 Annuities Are Sold Not Bought And Other Debunked Myths With Matt Carey
Matt Carey, Co-Founder & CEO of Blueprint Income joins us today to share his journey learning how to bring retirement solutions more efficiently at sc…
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068 Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel
Learn how to build better connections with clients and their family, make complicated concepts simpler, and conduct more business over a camera on the…
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067 Plotting A New Future For Insurance With Nick Gerhart
Nick Gerhart, insurance executive, regulator, innovator and champion for positive change joins us today to discuss the outlook for consumers, products…
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061 Emerging Innovation in Annuities with George Castineiras
George Castineiras, Principal at Brewer Lane Ventures, joins us to discuss product innovation, workplace marketing, and emerging businesses in the ret…
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056 Lessons In Virtual Advising from Canada With Marc Lamoureux
Marc Lamoureux, CEO of Veriday, shares his perspective on the opportunities the pandemic has created for virtual advising. He has over thirty years of…
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050 Building a Modern Annuity Business with Cathy Dewitt Dunn
Today, we talk strategies, trends and client needs with Cathy DeWitt Dunn, a pioneer in the digital advice arena. Connect with Cathy DeWitt Dunn: W…
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045 Adapting to Disruption and Other Lessons from Emerging Markets With Angus Shillington
Angus Shillington, a long-time emerging markets equity expert, joins us to talk about disruption in markets by technology and external catalytic event…
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033 Can the UBI Debates Advance The Annuity Dialogue?
Our regular guest, Ramsey Smith, founder and CEO of ALEX.fyi recently appeared on ABC and discussed a proposal for universal basic income, or UBI, wit…
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024 InsureTech Connect 2019
Mark, Will and Paul talk about the potential impact of Insurtech innovation on traditional agents. Paul spent three days in Las Vegas with 7,000 peopl…
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021 Ramsey Smith, Founder of Alex.fyi
Today we have a special episode. Nassau Re launched an incubator in Hartford earlier this year. We support another podcast called The Nassau Re imagin…