The Re/Imagine Podcast
In February of 2019, Nassau Financial Group founded an incubator called Nassau Re/Imagine to accelerate Hartford’s Insurtech innovation. We foster startups and other companies that will attract a new generation of talent to the city and state. Today, we help speed Hartford’s transformation as an incubator for insurtech innovation. We foster startups and other companies that will attract a new generation of Insurtech talent to the city and state. We provide a free, convenient, and supportive environment for founders to develop strong business relationships with Nassau and other insurance carriers in the area. In this show, we will be interviewing those people driving change in Hartford and beyond. We will interview startups in our program, influencers in our community, and visitors from around the world.
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134 Senior Health, Wealth, & AgeTech Unveiled: Inside the Retiretech & Medicarians 2024 Event
05/10/2024
134 Senior Health, Wealth, & AgeTech Unveiled: Inside the Retiretech & Medicarians 2024 Event
Dive into the heart of the action at the 2024 Medicarians & Retiretech event in Vegas! Explore exclusive insights from this year's conference, covering the future of health and wealth. Join us as we interview top industry leaders, delving into technology-driven advancements, human connections, and cutting-edge concepts. Stay updated with our weekly releases at www.primelifepodcast.com and follow along on social media to share your thoughts! Featuring interviews with: - Bryan Allen, - Dalton Miller, - Joe Jordan, - Nicole Hardy, - Rebecca Adleman, - Scott Miller, - Stefan Ogden, - Audrey Villeneuve, - Cindy Jordan, - Patrick Casale, - Stefano Selorio, - Lew Lim,
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133 Navigating Retirement Futures: Unveiling the Investment Horizons of 2024
05/03/2024
133 Navigating Retirement Futures: Unveiling the Investment Horizons of 2024
That Annuity Show x Re/Imagine Podcast In this episode, we delve into the dynamic landscape of annuities and retirement markets, exploring the promising opportunities of 2024 amidst the evolving Retiretech scene. Join moderator Doug Roth of CT Innovations and industry experts Ray Jang from Primetime Partners, Marie-Christine Razaire representing Northwestern Mutual Future Ventures, and Andrew Wegrzyn of SixThirty Ventures as they discuss strategies for making smart bets on the future of retirement. Discover insights on navigating the shifting sands of valuation resets and uncover the untapped potential that lies within the annuity and broader retirement markets. Gain exclusive access to expert predictions on which opportunities are primed for success in 2024 and which ventures are poised to attract funding. This episode was recorded live at Retiretech Vegas in April 2024. Click to watch the full panel:
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132 Retiretech Vegas 2024: Unveiling the Future of Retirement Innovation
04/25/2024
132 Retiretech Vegas 2024: Unveiling the Future of Retirement Innovation
Join us for an exclusive peek into the heart of retirement innovation at RetiretechTM Vegas 2024. Hosted by Laura Dinan Haber and Paul Tyler, this podcast episode takes you straight to the bustling streets of Las Vegas, where the retiretech community is thriving in its third year! From thought-provoking discussions on the power of stories to the transformative role of technology, this episode delves into the vibrant world of retirement, sharing insights and reflections from over 60 speakers. As the event wraps up, they ponder the big question: what's next? Tune in for engaging conversations, insightful reflections, and a glimpse into the future of retirement. 🎧 Learn more about RetiretechTM at #retiretech #medicarians2024 #retirementInnovation #podcast #lasvegas
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131 AI, Machine Learning, and Quantum Computing in Insurance
10/12/2023
131 AI, Machine Learning, and Quantum Computing in Insurance
The latest Podcast episode explores the crucial steps in integrating AI and machine learning into businesses: from pilot programs to seizing opportunities and fostering experimentation. Join us in this insightful discussion recorded during Hartford Innovation Week, where we unpack the profound impact of AI, ML, and Quantum Computing on our society, businesses, and personal lives. Dive into an engaging panel discussion hosted by Nassau Financial Group, featuring experts Francesco Ricigliano from AdvanceCT, Sanjeevnayak Nayak, and Mike DiDonato from the University of Connecticut. Their expertise provides a solid groundwork for the intriguing conversations that ensued. If you're passionate about these transformative technologies and keen to be part of future discussions, drop your interest in the comments below. Let's continue this dialogue and drive innovation forward! #AI #MachineLearning #Innovation #BusinessStrategy
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130 Building For Equity: Meet the Girls For Technology Program Finalists
08/17/2023
130 Building For Equity: Meet the Girls For Technology Program Finalists
Welcome to this exciting podcast episode recapping the Building For Equity culminating pitch event hosted by Girls For Technology on August 3rd in Hartford, CT. Special edition host, Tisa Rabun-Marshall, will take you through the highlights of this unforgettable evening. Picture this: a vibrant gathering filled with innovative ideas, inspiring presentations, and moments that left a lasting impression. The event showcased ten exceptional pitches that left us inspired, proving the undeniable power of innovative thinking and the potential to create a positive global impact. Join us as we dive into exclusive interviews with the entrepreneurs behind these groundbreaking ideas. We'll hear from Rashia Schand of Flurish LLC, Alexsys Cooper representing Outlashed by Lexx, Nicqueva Harrison with Elsada by Nicqueva, and Mya Gray from Viewfindher Films, each sharing their journey and passion. But that's not all – Yasmine Nahounou of Yian Company, Leslie Gomez of Imperfect by Pop, Clovia McIntosh from IRL Innovations LLC, and Dorothelia Barnett of Dottie's Sea Moss Wellness Bar will also captivate us with their stories of innovation and determination. The podcast wouldn't be complete without shining a spotlight on the remarkable Kay Johnson of Push Classic Collections and Jodi-Ann Bryan, the driving force behind Jodi Cup of Health. Their dedication to their respective ventures is truly inspiring. And of course, we have the privilege of speaking with the dynamic Sabrina Tucker-Barrett, the President & CEO of Girls For Technology. She'll provide us with insights into the organization's mission and the incredible impact they're making. Join us in celebrating the culmination of this extraordinary pitch event that showcased not only brilliant ideas but also the limitless potential of human innovation. Stay tuned for an episode filled with creativity, determination, and the promise of a brighter future. Learn about the program here: Building For Equity: Girls For Technology's culminating pitch event August 3, 2023 Nassau Financial Group, Hartford, CT Featured interviews: Host: Tisa Rabun-Marshall Entrepreneurs: Rashia Schand, Flurish LLC. Alexsys Cooper, Outlashed by Lexx Nicqueva Harrison, Elsada by Nicqueva Mya Gray, Viewfindher Films Yasmine Nahounou, Yian Company Leslie Gomez, Imperfect by Pop Clovia McIntosh, IRL Innovations LLC. Dorothelia Barnett, Dottie's Sea Moss Wellness Bar Kay Johnson, Push Classic Collections Jodi-Ann Bryan, Jodi Cup of Health Sabrina Tucker-Barrett, President & CEO, Girls For Technology
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129 Advancing Digital Capabilities and Retiretech with Jack Sharry, LifeYield
07/13/2023
129 Advancing Digital Capabilities and Retiretech with Jack Sharry, LifeYield
In this episode we discuss Nassau Financial Group’s recent partnership with LifeYield, and how it will lead to innovative solutions in retiretech. Nassau will integrate LifeYield’s “Social Security+ with Income Layers” application into its retiretech toolbox for use by independent producers. Jack Sharry, Chief Growth Officer of LifeYield, joins the conversation to discuss how this partnership will benefit Nassau, LifeYield, and how the collaboration is intended to help advance the ability of independent producers to create retirement income protection for more Americans through education, emerging retiretech technology, and annuities. “Nassau’s collaboration with LifeYield demonstrates our long-term focus on providing leading digital capabilities to help insurance producers develop strong retirement income strategies for each client,” said Tom Buckingham, Chief Growth Officer at Nassau. “We are excited about the future of technology in retirement planning, from setting goals through seeking to protect savings, deliver guaranteed income, and pay for health care costs,” Buckingham added. “By partnering with LifeYield, we align with a leader for technology designed to maximize retirement income, broadening our commitment to insurtech beyond our incubator, Nassau Re/Imagine.” LifeYield is a technology company whose goal is to improve investor outcomes by minimizing investment taxes and maximizing retirement income. Major financial services firms integrate LifeYield APIs with their proprietary platforms to automate ongoing asset location, tax harvesting, transitions, withdrawals, multi-account rebalancing, and retirement income optimization. LifeYield’s goal is to increase advisor productivity and improve financial results for investors, advisors, and firms. Learn more about the partnership: Learn more about LifeYield and connect with Jack Sharry: Engage with Nassau Re/Imagine:
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128 Generative AI and the Future of the Insurance Industry
04/20/2023
128 Generative AI and the Future of the Insurance Industry
In this episode of The Re/Imagine Podcast, we discuss the role of AI in the insurance industry. Neeraja Rasmussen, Founder, Spyglaz, discusses the potential for AI to improve efficiencies in the value chain of insurance, from underwriting to claims to servicing to distribution. She focuses on the work that Spyglaz is doing with Nassau to optimize the relationships between carriers and agents. Our second guest, Prem Kumar, CEO and Co-Founder of Humanly, talks about how AI can help with hiring processes, from screening candidates to scheduling interviews to providing time savings and reducing time to hire. They discuss the importance of diversity and equity in hiring and the potential for AI to help with these issues. The conversation also touches on AI's potential positives and negatives, including the realistic nature of AI-generated voices and faces. Neeraja Rasmussen founded Spyglaz, an AI growth platform that can help increase distribution partner and customer value. Their solution is built from the ground up for the insurance industry, focusing on Life and Annuity companies. Spyglaz uses machine learning and generative AI to optimize wholesaler/agent relationships and enable higher-value servicing conversations. Prem Kumar is currently CEO and co-founder of Humanly.io, a venture-backed generative AI platform that empowers hiring teams to be more effective and equitable in the job candidate conversations that should remain Human-driven while automating the ones that shouldn't. Connect with: , , Engage with Nassau Re/Imagine: *Description produced using generative AI
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127 TalentBridge23: The Mentorship Mix
03/16/2023
127 TalentBridge23: The Mentorship Mix
We are excited to announce the release of episode four of the TalentBridge23 limited series! Mentorship is valuable at all levels and can be sought from a wide range of individuals, not just those with impressive titles. Listen to gain insights from business leaders as they discuss how to seek out and identify mentors. Additionally, they share tips about identifying mentors who may have ulterior motives. Tune in to hear their stories and gain insight into the innovative world of Insurtech.
Episode Four: The Mentorship Mix, featuring: Want to learn more? Engage with Nassau Re/Imagine: https://www.linkedin.com/showcase/nassau-reimagine
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126 The Future of Business: How Innovation Can Drive Success with Bobbie Collies
02/17/2023
126 The Future of Business: How Innovation Can Drive Success with Bobbie Collies
In the latest episode of the Nassau Re/Imagine Podcast, we sit down with Bobbie Collies, Chief Growth Officer at Coterie Insurance, to explore the topic of innovation and how it can impact the way we approach business. During the episode, Collies shares her insights on how to help people change their mindset and embrace new ideas, as well as her experience leading a company through a period of transformation. The conversation delves into the importance of understanding the customer's needs and preferences, and how to use that knowledge to create products and services that meet their expectations. Collies also discusses the role of technology in driving innovation, and how it can be used to streamline processes and enhance the customer experience. Learn more about Coterie Insurance and connect with Bobbie Collies: Engage with Nassau Re/Imagine:
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125 Redefining Longevity Intelligence with LiST
02/02/2023
125 Redefining Longevity Intelligence with LiST
Yaacov Goldenhersh, co-founder & CEO of LiST joined us to discuss redefining longevity intelligence. LiST's AI platform for medical underwriting combined with its risk-modeling software provides its partners with opportunities to achieve better outcomes in the longevity-linked product market. Listen as we explore how big data be used for people to live better lives. Learn more about LiST and connect with Yaacov Goldenhersh: Engage with Nassau Re/Imagine:
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124 TalentBridge23: Celebrating Spectacular Failures
01/26/2023
124 TalentBridge23: Celebrating Spectacular Failures
In many cases, the advice we receive early in our careers influences every stage of our professional journey. Listen to learn why you should be picking up marbles, regularly updating your resume, and setting your bar higher than others set for you. Tune in to hear their stories and gain insight into the innovative world of Insurtech. Episode Three: Celebrating Spectacular Failures, featuring: w, UConn Student Want to learn more? Engage with Nassau Re/Imagine:
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123 TalentBridge23: Components for Success
01/19/2023
123 TalentBridge23: Components for Success
We are excited to announce the release of episode two of the TalentBridge23 limited series! Our guests shared their insights and experiences on the challenges and opportunities presented by the rapid pace of technology, and offered advice on how to make the most of the opportunities available. Tune in to hear their stories and gain insight into the innovative world of Insurtech. Episode Two: Components for Success, featuring: Want to learn more? Engage with Nassau Re/Imagine:
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122 TalentBridge23: Building The Foundation
01/12/2023
122 TalentBridge23: Building The Foundation
We’re proud to announce the launch of TalentBridge23, a six-month incubator program focused on supporting a select group of innovative startups, cultivating CT talent, and building deep relationships with leading insurance carriers. In this limited series, we will speak with the university professors, participating startups, corporate mentors, and Insurtech Fellows who comprise the TalentBridge23 Cohort. Follow along as we dive into what it means to engage in Hartford's collaborative ecosystem. Episode One: Building The Foundation, featuring: Want to learn more? Engage with Nassau Re/Imagine:
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121 The Upside of Uncertainty with Nathan Furr
01/05/2023
121 The Upside of Uncertainty with Nathan Furr
Uncertainty drives innovation, but it can also be challenging to navigate. Nathan Furr, a professor of strategy and innovation, and author of the bestselling book, The Upside of Uncertainty, joins us to discuss how we can learn to embrace uncertainty and use it to our advantage. He earned his Ph.D. from Stanford University where he studied how innovators commercialize their ideas and are a recognized expert in the fields of innovation and tech strategy. Listen to learn about the difference between uncertainty and risk - and how to build capabilities for harnessing both. Engage with Nathan: The Upside of Uncertainty: A Guide to Finding Possibility in the Unknown - Engage with Nassau Re/Imagine:
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120 Skillsets of Success for Creatives and Entrepreneurs with Astrid Baumgardner
12/15/2022
120 Skillsets of Success for Creatives and Entrepreneurs with Astrid Baumgardner
The competition to be the first chair in the orchestra is a lot like pitching to raise VC funding. Competition is fierce, and perfectionism runs deep. So how do you break free of a fixed mindset to create future success? Astrid Baumgardner, Author, Yale Professor, Coach, and Trainer, joins us to share stories and discuss the skillsets of success specific to creatives and entrepreneurs. Engage with Astrid: Creative Success Now: Engage with Nassau Re/Imagine:
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119 How To Transform The Claims Space with Connor Atchison & Bobbie Shrivastav
12/08/2022
119 How To Transform The Claims Space with Connor Atchison & Bobbie Shrivastav
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 solve thorny claims problems. Listen for entrepreneurial tips and insight into the claims journey and to discover why the claims space is ripe for innovation. Links mentioned in the show: Learn more about Nassau Re/Imagine: Connect with us:
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118 Be Your Own VC with James Benham
12/01/2022
118 Be Your Own VC with James Benham
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
11/23/2022
117 Running Towards Climate Risk with InnSure
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: Insurtech and Retiretech Incubator:
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116 - Protecting Your Income with Hadi Radwan
11/17/2022
116 - Protecting Your Income with Hadi Radwan
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
11/10/2022
115 Orchestrating Financial Planning Solutions For Advisors with Sheryl O'Connor and Steve Kellar
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
11/03/2022
114 Why No Code Is The Best Code with Vinod Kachroo
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
10/27/2022
113 Accelerating Profitable Innovation with Mark Stender
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
10/20/2022
112 The Future of Events with Allie Greene and Chip McCabe
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, Hartford Business Improvement District, Learn more about Nassau Re/Imagine: Connect with us:
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111 Special Edition: ITC 2022 Microcasts
09/29/2022
111 Special Edition: ITC 2022 Microcasts
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 round added fuel to feed growth ” UConn - John Wilson - 05:51“Creating the best MS/FinTech program in the world.” Tech Mohindra - Rohit Puranik - 08:14“Betting on insurance through efficiency and partnerships.” LIMRA - Kartik Sakthivel - 10:50“Mutualizing the problem solving within the insurance industry” Pattern Insurance - CEO - Meitav Harpaz - 16:05“Creating amazing embedded insurance experiences” Insurance Scout - Manjit Rana - 18:31“Dreaming up crazy ideas for next-gen insurance companies” Benekiva - Bobbie Shrivastav - 22:12“You can have one single claims platform” AXA - Edmund Falcigno - 30:54“Future-proofing the company for what comes next.” Healthome - Darren Rowe and Tom Wamberg - 36:44“Closing the gap between the lab and the bedside” Sureify - Bryan Padgette and Ben Bradley CTO - 41:42“Building a community to create a better industry.” Forestview Insights - Rob Galbraith - 47:32“Projecting the future from current broad trends” Konsileo - John Warburton - 56:08“Tech-enabled broker building a bridge to the U.S. from the U.K.” SPOKK - Alexandra Gladyshevskaya - 01:02:38“Making insurance as easy and simple as possible for young people.. built in the Ukraine Diameter Health - Eric Rosow, Paolo Pinho, and Reed Perry - 01:08:26“Enriching clinical data for better healthcare” Healthee - Nina Stanley - 01:15:44“Helping employees navigate a healthcare maze” EOX Vantage - Neil Singh - 01:21:10“Making insurance workflows work.” Covr - Mike Kalen - 01:26:10Helping institutional partners meet their clients’ insurance needs HSB - Gordon Hui - 01:33;34“Pioneering iOT” UConn Hillside Venture Program - Kyle Hathiramani - 01:39:28“Creating opportunities for students to enter VC” Infosys - Manu Ararwal and Vilas Shah - 01:43:14“Bringing new thinking to clients through partnership with startups.” Innsure - Christopher Lowell - 01:51:16“Driving innovation at the intersection of climate risk and insurance.” Sonr - Matt Connolly - 01:56:08“Helping insurers scout for new opportunities to advance their business” Clearspeed - Alex Martin - 02:01:02“Helping detect fraud and reduce claim costs” Learn more about Nassau Re/Imagine: Connect with us:
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110 The Joy Experiment - Creating Cities That Innovate
09/23/2022
110 The Joy Experiment - Creating Cities That Innovate
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 Re/Imagine: Connect with us:
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109 The Anthropology of Innovation with Byron Reese
09/15/2022
109 The Anthropology of Innovation with Byron Reese
The Anthropology of Innovation with Byron Reese This week we spoke with futurist, entrepreneur, and author Byron Reese about the anthropology of innovation and the transformative effect of technology on the workplace and on society at large. Plug in and learn about, : How Humans Learned to See the Future — and Shape it. What makes the human mind so unique? And how did we get this way? Connect with Byron Reese: Learn more about Nassau Re/Imagine: Connect with us:
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108 Using AI to Make Unbiased Plan Decisions with Mark Seghers
09/08/2022
108 Using AI to Make Unbiased Plan Decisions with Mark Seghers
Mark Seghers, CEO, and Co-Founder of Inspire Health Tech join Paul Tyler, CMO, Nassau Financial Group, and Laura Dinan Haber, Innovation Program Manager, Nassau Re/Imagine to discuss the use of artificial intelligence as a tool to provide unbias information in order to gain valuable insight into making purchasing decisions. 'As Artificial Intelligence and predictive analytics take hold in the Medicare market, carriers are often faced with a new type of Medicare shopper. Today's Medicare shopper is tech-savvy and well-informed. Inspire Health Tech can help you understand these market dynamics - and help you position and target market to address what you learn - and what your prospects are learning on a daily basis.' Connect with Mark Seghers: Learn more about Inspire Health Tech: Learn more about Nassau Re/Imagine: Connect with us:
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107 Reinventing Core Advisor Software
09/01/2022
107 Reinventing Core Advisor Software
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: , Director of Partnerships, Asset-Map , Vice President, Enterprise Sales & Relationships, LifeYield , Chief Executive Officer, WealthConductor LLC Learn more about Nassau Re/Imagine: Connect with us: Explore the Retiretech Forum Recordings:
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106 - Addressing Climate Change Through Annuities
08/25/2022
106 - Addressing Climate Change Through Annuities
Climate change promises to impact more than the property & casualty sector. The Department of Labor recently released a “Request for Information on Possible Agency Actions to Protect Life Savings and Pensions from Threats of Climate-Related Financial Risk.” Home equity comprises a major part of retirement savings, but many homes lay in regions under threat of flooding from climate change. Should this change our key retirement planning assumptions? Have we created retirement products with enough asset diversity to buffer critical sources of income from rising seas and hotter, more arid seasons? Finally, can annuities provide retirement stability for sectors of our community adversely affected by necessary changes in our economy? Listen to learn more. Connect with the panelists: , Executive Director, InnSure , Strategy & Partnerships, InnSure , ESG & Climate Investor Learn more about Nassau Re/Imagine: Connect with us: Explore the Retiretech Forum Recordings:
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105 Keeping More Connected Seniors Safe
08/18/2022
105 Keeping More Connected Seniors Safe
Session 4: Risk Management “Keeping More Connected Seniors Safe” Prior to the pandemic, seniors proved to be the highest growing user segment for Facebook. As a result of the pandemic, they now know how to use a variety of video conference tools like Zoom and FaceTime. They search the Internet aggressively to learn more about our products than sometimes we do. How will this allow carriers to cultivate customers, agents, and advisors to serve more clients? Connect with the panelists: , Principal, Operational and Risk Solutions LLC , Sales Engineer, Learn more about Nassau Re/Imagine: Connect with us: Explore the Retiretech Forum Recordings:
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