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107 Reinventing Core Advisor Software

The Re/Imagine Podcast

Release Date: 09/01/2022

119 How To Transform The Claims Space with Connor Atchison & Bobbie Shrivastav show art 119 How To Transform The Claims Space with Connor Atchison & Bobbie Shrivastav

The Re/Imagine Podcast

Two claims experts join us to connect the dots and explore opportunities within this space. , CEO of Wisedocs, and , Co-Founder and COO Benekiva, recognize claims as a force multiplier and avenue of innovation. Do you?  There is a whole new generation of digitally native individuals entering the workforce. Legacy environments full of green screens and F4 commands will not be what attract and retains future claims professionals. In this episode, we dive into questions about how to create environments that are easily trainable; while exploring personal journeys and the passion it takes to...

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118 Be Your Own VC with James Benham show art 118 Be Your Own VC with James Benham

The Re/Imagine Podcast

James Benham returns as the newly minted author of Be Your Own VC. James is the CEO of JBKnowledge, TerraClaim, and Smart Compliance. He comes from a family of entrepreneurs who taught him firsthand how to create success. He has done the hard work and wants to share the lessons that matter most. Listen to learn his ’10 Bootstrapping Principals to Generate Cash and Keep Control’.   Links mentioned in the show: Learn more about Nassau Re/Imagine: Connect with us:

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117 Running Towards Climate Risk with InnSure show art 117 Running Towards Climate Risk with InnSure

The Re/Imagine Podcast

The world is facing catastrophic consequences as a direct result of climate change. , Executive Director, and , Head of Partnerships at , join us to discuss how InnSure is incentivizing bold and decisive action by the industry to help combat this threat. We exchange information and ideas about specific opportunities to support innovation at the nexus of insurance and climate risk. The world is changing. What part will you play? Learn more about InnSure: InnSure:  InnSure's Climate Initiative (ICI):  ICI Individual Memberships:  Learn more about Nassau Re/Imagine: ...

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116 - Protecting Your Income with Hadi Radwan show art 116 - Protecting Your Income with Hadi Radwan

The Re/Imagine Podcast

Serial entrepreneur and venture builder, Hadi Radian, shares his advice for entrepreneurs who are just starting out and for those looking to take their business to the next level. Listen and learn how he and the team at Asteya are working to make income insurance accessible to everyone irrespective of their age, gender, or income.  💡: It’s a privilege to make mistakes. Connect with Hadi: https://www.linkedin.com/in/hadiradwan/   Learn more about Nassau Re/Imagine: 

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115 Orchestrating Financial Planning Solutions For Advisors with Sheryl O'Connor and Steve Kellar show art 115 Orchestrating Financial Planning Solutions For Advisors with Sheryl O'Connor and Steve Kellar

The Re/Imagine Podcast

Sheryl O'Connor and Steve Kellar join us to discuss how IncomeConductor – a proprietary, time-segmented, online tool empowers advisors, firms, and individuals internationally to plan for retirement more simply, more accurately, and more reliably. We discuss how to change client focus from investment returns to income reliability and much more.  Connect with Sheryl O'Connor, CEO & Founder, IncomeConductor:   Connect with Steve Kellar, Retirement Income Services, IHT Wealth Management Learn more about Nassau Re/Imagine: 

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114 Why No Code Is The Best Code with Vinod Kachroo show art 114 Why No Code Is The Best Code with Vinod Kachroo

The Re/Imagine Podcast

Transformation. Acceleration. Solutions.  The next wave of technology is here - helping transform and enable the insurance industry. Vinod Kachroo, CEO at Innoveo, joins us to talk state of the industry, insurtechs, and why no code is the best code. Listen and learn how the work Innoveo is helping to make building enterprise applications cool again - by transforming digital experiences and achieving business growth. Connect with Vinod:    Learn more about Nassau Re/Imagine: 

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113 Accelerating Profitable Innovation with Mark Stender show art 113 Accelerating Profitable Innovation with Mark Stender

The Re/Imagine Podcast

In a sea of thousands of insurtechs, how can you discover those who can help create new experiences and solutions? From a front-row seat to the evolution in insurance technology to the recent acquisition of his company, industry veteran, Mark Stender, CEO of Intellagents, a Fatbrain AI Company, joins us to share insights on how you can dramatically accelerate profitable innovation in one simple, complete insurance ecosystem. Connect with Mark Stender   Learn more about Nassau Re/Imagine:  Connect with us:

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112 The Future of Events with Allie Greene and Chip McCabe show art 112 The Future of Events with Allie Greene and Chip McCabe

The Re/Imagine Podcast

Events are more important than ever. People are coming back together, seeking meaningful, shared experiences. In this episode, we spoke with Allie Greene, Co-Founder & VP; of Throwing Star Collective, and Chip McCabe, Director of Placemaking & Events, Hartford Business Improvement District. Listen to our discussion about trends in the events industry, creative ideas to engage attendees, and why it is imperative to share your message in creative and impactful ways.   Connect with , Co-Founder & VP, of Throwing Star Collective,   Connect with , Director of Placemaking & Events,...

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111 Special Edition: ITC 2022 Microcasts show art 111 Special Edition: ITC 2022 Microcasts

The Re/Imagine Podcast

Over the course of three days, over 9,000 people in the insurance and insurtech industry convened in Las Vegas to showcase new innovations, learn how to increase productivity and reduce costs, and ultimately enrich the lives of policyholders. For us,  was about reconnecting in person with the community that helped build us. Special thanks to  for providing us the opportunity to set up shop and record 22 microcasts in their living tradeshow booth.  You don't want to miss the stories and updates! 🎙🎧 COVR -  CTO Ryan Allan - 02:12“Successful Series B...

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110 The Joy Experiment - Creating Cities That Innovate show art 110 The Joy Experiment - Creating Cities That Innovate

The Re/Imagine Podcast

In this episode, Paul Kalbfleisch and Jackie Mandyck discuss how cities foster innovation and what that means to advance innovation in the insurance ecosystem and our community. Innovators and creatives benefit from the ability to collaborate and mash together. Listen to learn how the design and activation of public places can facilitate play, create joy and help advance a more collaborative tomorrow. Connect with , Principal Consultant, PAUL Consulting, and Author, The Joy Experiments:   Connect with , Executive Director, iQuilt Partnership,   Learn more about Nassau...

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More Episodes

Session 6: Core Advisor Software

“Reshaping the Retirement Conversation with Better Advisor Software”

Developing a thoughtful, thorough retirement plan today requires increasingly specialized expertise in needs analysis, risk assessment, product selection, Social Security optimization, health care planning, performance management, and psychology. In an increasingly litigious environment, providing this service becomes increasingly difficult for practitioners. Can consistent advances in software platforms lead to more productive discussions with clients, better outcomes, and less risk for all parties?

Connect with the panelists: 

Alison Susko, Director of Partnerships, Asset-Map

Jeff Quigley, Vice President, Enterprise Sales & Relationships, LifeYield

Sheryl O’Connor, Chief Executive Officer, WealthConductor LLC

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

Explore the Retiretech Forum Recordings: https://imagine.nfg.com/retiretech-forum-2022/