• The Financial Institution Insurance Council Presents

  • By: rmittel
  • Podcast

The Financial Institution Insurance Council Presents

By: rmittel
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  • Summary

  • Join The Financial Institution Insurance Council co-directors Bob Mittel and Scott Stathis for insightful discussions with industry experts. Recordings were taken from the council’s monthly peer group meeting covering topics including insurance sales, marketing, and successful strategies.
    Copyright 2022 All rights reserved.
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Economics Marketing
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Episodes
  • The Value Propositions New Members Bring to FIIC

    The Value Propositions New Members Bring to FIIC
    Nov 26 2024

    In this episode we discuss having the right portfolio of protection products, how to work with clients to discuss all their protection needs, and addressing underserved markets.

    Our Guests:

    • Larry Pereiro of Elite Agent Solutions
    • Hugh Cameron of JBC Companies
    • David Seidel of Securian
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    53 mins
  • Mass Market to High Net Worth – Serving All Segments

    Mass Market to High Net Worth – Serving All Segments
    Nov 26 2024

    In this episode we discuss optimizing different strategies and product sets for different markets, leveraging technology for segmentation, the importance of client education, and future trends in the protection market.

    Our Guests:

    • Matt Herz of COVR
    • Scott Stevenson of Foundation Risk Partners
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    58 mins
  • Ensuring tomorrow: How end-to-end insurance solutions are changing the insurance landscape

    Ensuring tomorrow: How end-to-end insurance solutions are changing the insurance landscape
    Sep 16 2024

    Join us for an enlightening discussion with industry experts Sarah Marriott and Charlie Towson from Zinnia along with Jeff Ferraris from University Federal Credit Union as we explore the transformation of insurance distribution and fulfillment. This panel will delve into how technological advancements have revolutionized the insurance journey, from innovative product development, to streamlined drop ticket processes, enhancing efficiency and transparency for carriers, advisors, and clients alike. Jeff will share his experience transitioning his life insurance business to an outsourced partner utilizing Policygenius Pro.
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    50 mins

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