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052 Investing in the Future of Our Industry // Reimagining Retirement Special Edition

The Re/Imagine Podcast

Release Date: 01/19/2021

104 Evolving Our Products In The Next Five Years show art 104 Evolving Our Products In The Next Five Years

The Re/Imagine Podcast

Nassau Re/Imagine Retiretech Forum Session 3: Product Innovation “How Will Key Product Categories Evolve over the Next Five Years?” Product innovation has only accelerated over the last five years. FIAs and RILAs have stormed to the center of most individual carrier’s product agendas. The SECURE Act has opened the doors for intense focus of companies hoping to redefine the role of annuities and 401(k). The pension risk transfer market has exploded as administrators seek efficient solutions for longstanding obligations. New software platforms open the door for synthetic solutions that...

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103 Moving Service Functions from the Call Center to the App Store show art 103 Moving Service Functions from the Call Center to the App Store

The Re/Imagine Podcast

“Moving Service Functions from the Call Center to the App Store”We still primarily serve our customers in a business model defined by answering inbound phone calls, managing forms, and opening lock boxes. However, the entire world, including seniors, is rapidly shifting to an app economy. The AARP found that individuals over 50 dramatically increased their adoption of smartphones, tablets, and wearable devices during the pandemic. Today, 97% of individuals over the age of 50 report owning at least one primary digital device. How will expectations change for modes and hours of...

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102 Starting Retirement Planning Discussions in an Increasingly Distracted World show art 102 Starting Retirement Planning Discussions in an Increasingly Distracted World

The Re/Imagine Podcast

Nassau Re/Imagine Retiretech Forum Panel 1: Sales & Marketing “Starting Retirement Planning Discussions in an Increasingly Distracted World” Retirement planning is a critical need for millions of Americans. However, it’s never been harder than it is today to start that important conversation. Call screening technology grows more sophisticated. Digital ad prices increase. Email open rates decline. Conflicting messages in the mainstream media cause doubt about the value of our core products. In addition, a growing stream of television ads threaten to create health care planning fatigue....

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101 Innovation & CX with Scott Campbell show art 101 Innovation & CX with Scott Campbell

The Re/Imagine Podcast

CX and the art of storytelling have the power to motivate internal and external stakeholders. Done well, you can create value. Done poorly, and you may become the next meme. So how do you effectively harness that power to make external sales, build brand value, or sell innovative ideas inside a formal company? Join us as we discuss Innovation & CX with Scott Campbell, Senior VP & Chief Client Officer at American National.  [Bonus]: Listen until the end to discover the common thread between cargo shorts, Debbie Gibson, and corporate innovation. Learn more about Nassau...

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100 A New Way To Think With Roger L. Martin show art 100 A New Way To Think With Roger L. Martin

The Re/Imagine Podcast

We're here today to talk about Roger's latest book, A New Way To Think, and explore how to drive innovation inside corporations. Roger L. Martin is a professor of Strategic Management, Emeritus at the University of Toronto's Rotman School of Management, where he also served as Dean. In 2017 Thinkers 50 named him the world's number one management thinker. He has published 12 books. Join us for our 100th conversation and follow Roger at .    Learn more about Nassau Re/Imagine:  Connect with us:     

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099 Innovation in Senior Health with Martin Pazzani show art 099 Innovation in Senior Health with Martin Pazzani

The Re/Imagine Podcast

Today we are continuing the conversation about innovation in senior health. From CMO at Bally Fitness to serial entrepreneur; Martin Pazzani joins us to share his focus on reinventing the fitness business as upstream preventive healthcare. The question has now become: are you going to die too soon or live too long? Could it be a key to threats facing the insurance industry?  Listen to gain insights into reducing stress and gaining better mindfulness. Hint: Get Outside! Learn more about Healthy Recharging:   Connect with Martin Pazzani: https://www.linkedin.com/in/pazzani/ Learn...

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098 Medicarians - Improving Senior Health show art 098 Medicarians - Improving Senior Health

The Re/Imagine Podcast

We recently attended the first Medicarian conference in Las Vegas. Jay Weintraub took the top Medicare Supplement conference and broadened it to include innovation. Innovation across the entire senior healthcare space. We interviewed a number of leaders on the event floor and pulled the recordings into three podcasts.Today, in part 3 of 3, we’ll explore innovation in improving senior health care. With new technology “extra benefits” of plans are quickly morphing into digital health management platforms - and those platforms include items like devices, fitness programs, and even food....

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097 Medicarians - Customer Creation show art 097 Medicarians - Customer Creation

The Re/Imagine Podcast

We recently attended the first Medicarian conference in Las Vegas. Jay Weintraub took the top Medicare Supplement conference and broadened it to include innovation. Innovation across the entire senior healthcare space. We interviewed a number of leaders on the event floor and pulled the recordings into three podcasts. Today, in part 2 of 3, we’ll explore innovation in customer creation. Recent regulations released by the CMS, privacy changes on social media platforms, and iOS changes have radically reshaped how we find, engage, and connect with seniors. CoverRight   Richard...

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096 Medicarians - Future of Distribution show art 096 Medicarians - Future of Distribution

The Re/Imagine Podcast

We recently attended the first Medicarian conference in Las Vegas. Jay Weintraub took the top Medicare Supplement conference and broadened it to include innovation. Innovation across the entire senior healthcare space. We interviewed a number of leaders on the event floor and pulled the recordings into three podcasts. Today, in part 1 of 3, we’ll explore innovation in distribution. People want people to help them navigate this complex topic. However, the tools, the processes, and the outcomes are changing quickly.   HealthIQ   Guava Suri President & Chief Business Officer  ...

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095 Better Serving Families in Need With Justin O'Keefe show art 095 Better Serving Families in Need With Justin O'Keefe

The Re/Imagine Podcast

In this episode, we welcome Justin O’Keefe, CEO & Founder, MAPP - The Memorial Asset Protection Plan. Through hands-on and intentional planning, Memorial Asset Protection Plan helps transition assets from one generation to the next after the loss of a loved one. Money lives and it will go somewhere. Where it’s going to go is the big question. MAPP helps answer that question and more.  Listen to gain insights into building meaningful relationships, the importance of a trusted network, and the power of sharing a home-cooked meal.  Learn more about MAPP: https://www.mappnetwork.com...

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More Episodes
Where will investors place their bets on the retirement industry over the next three years? We asked a distinguished panel of venture capitalists their perspective at a virtual forum we co-hosted with That Annuity Show host Ramsey Smith.
 
This is the first of five special edition episodes, cut from Nassau Re/Imagine's 'Reimagining Retirement Forums'. 
 
Forum Panelists: 
Andrew Lerner, IA Capital
Cole Riccardi, Aquiline 
Doug Roth, CT Innovations
Harry Monti, Symetra
Kathy Fuertes, Technology for Vanguard, Infosys
Richard LaVoice, Symetra
 
Startup Pitch:
Farron Blanc, Gerry
 

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