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

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

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.

This episode features Kevin McKechnie of ABA and Arshawn Teymoorian of McIntyre & Lemon discussing important legislative and regulatory updates which affect financial institutions selling insurance, risk management initiatives, compliance issues, and ABA’s advocacy efforts.

This episode of FIIC presents titled “Countdown to Extinction” focuses on the estate and gift tax exemption that is scheduled to expire in Dec of 2025. This discussion features Mike Razkowski, the Lead Advanced Markets Attorney from Highland Capital. Mike discusses what’s likely to happen with the exemption during an election year, the call to action, the math of gifting, and the relationship development opportunity inherent in the discussions that should be had with clients.

In this episode of FIIC Presents we discuss Financial Wellness. What actually is Financial Wellness? How can financial institutions play a role in improving financial literacy? How do protection needs come into play in this construct? Can technology be leveraged to provide Financial Wellness? We are joined by an insightful panel from the industry.

• Patrick Cahill – Coventry (Formerly)
• Bill Frier – First Citizens
• Hector Madueno – SAFE Credit Union
• Nicholas Ross - Financial Independence Group
• David Simula – SAFE Credit Union

The Financial Institution Insurance Council is a consortium of Stathis-Mittel and the American Banker’s Association. The organization has created a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.

In this episode of FIIC Presents we discuss trends in the life insurance market which create opportunities for consultative advisors including managing life insurance as an active asset, in-force policy management, working policy reviews into the advice process, and participating in the financial wellness education trend.

Our panelists include the following:

• AJ Long from Specific Solutions
• Patrick Cahill from Coventry
• Kelly Lytle from Proformex

With special guest appearances from the following:

• Peter McDonnell from M&T Bank
• Tom Long from Specific Solutions

The Financial Institution Insurance Council was formed as a consortium of Stathis-Mittel Business Intelligence, the ABA, and state bankers, the organization has created a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.

In this episode of FIIC Presents, we discuss how technological advances are helping us meet the protection needs of the mass market. We also discuss the critical differences between the mass market and the upper income markets, and how to serve those needs effectively. We discuss life events and milestones that should be triggers for protection need opportunities. We do this with the help of our subject matter expert panel consisting of the following:

Wayne Goshkarian of Dylan Consulting, who created on online protection and benefits solutions center,

Mike Stapleton of Policygenius Pro, and online insurance marketplace that let’s advisors in banks and credit unions efficiently serve and manage protection needs of their clients.