2021

077 The Nexus Between Financial Stability and Health with Marci Lobel-Esrig

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Marci Lobel-Esrig, Founder, CEO & General Counsel, SilverBills joins the podcast to share insight into the financial exploitation and theft that many older adults face. Much of the time from family members or trusted individuals. SilverBills harnesses the power of technology to benefit clients, helping clients age with dignity and security.

SilverBills harnesses the power of technology to benefit clients. Instead of being inundated by bills, having to remember deadlines, and write checks, clients are enjoying life without these stressors. SilverBills receives, scrutinizes, stores, and ensures that clients’ bills are paid correctly. Clients don’t have to open envelopes, write checks, or remember due dates.

Listen to learn more about Marci’s journey from the kitchen table to exploring the nexus between financial stability and health.

Follow Marci and SilverBills, @SilverBills, and https://www.linkedin.com/in/marci-lobel-esrig-73a19b1b/ and visit https://silverbills.com to learn more!

Engage with Nassau Re/Imagine: @NReimagine, https://www.linkedin.com/showcase/nassau-reimagine/

Top 100+ Retiretech Companies 2021 https://imagine.nfg.com/innovation-in-retiretech/

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley Saunders077 The Nexus Between Financial Stability and Health with Marci Lobel-Esrig
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076 Financial Planning the Modern Way with Spencer Barclay, Founder and CEO, Savology

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Spencer Barclay, Founder, and CEO, Savology, joins the podcast to share insight into planning your money, the modern way.

Savology opens the door for millions of new people to access the proven benefits of creating a financial plan for their future. In just 5 minutes, users can build free financial plans and get personalized recommendations to improve their personal finances.

It is cited that 58% of employees report that financial stress impacts their productivity at work. On average, that stress makes them miss 3.5 more days per year. Listen to learn how Savology helps reduce stress psychologically while improving the financial side of the equation as well.

Follow Spencer and Savology, @SavologyApp, and https://www.linkedin.com/in/spencerbarclay/ and visit https://savology.com to learn more!

Engage with Nassau Re/Imagine: @NReimagine, https://www.linkedin.com/showcase/nassau-reimagine/

Top 100+ Retiretech Companies 2021 https://imagine.nfg.com/innovation-in-retiretech/

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley Saunders076 Financial Planning the Modern Way with Spencer Barclay, Founder and CEO, Savology
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075 Building Engaging and Accessible Investing with William Littlefield, Wizest

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William Littlefield, President & Chief Technology Officer at Wizest, joins the show to talk about his role in helping to build a next-generation investment trading platform that democratizes access to financial expertise. Wizest was recently featured in Forbes as a better solution to the problems posed by Robinhood. We also cover synergies between Olympic training and what it takes to be an entrepreneur.

Follow William and Wizest, @WJLittlefield2 and https://www.linkedin.com/company/wizestapp/and visit https://www.wizest.com to learn more!

Engage with Nassau Re/Imagine: @NReimagine, https://www.linkedin.com/showcase/nassau-reimagine/

Top 100+ Retiretech Companies 2021 https://imagine.nfg.com/innovation-in-retiretech/

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley Saunders075 Building Engaging and Accessible Investing with William Littlefield, Wizest
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074 Transform Your Everyday Spending into Retirement Savings with EvoShare

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Enabling people to save today for their future self is more important than ever.

In this episode, we are joined by Eugeny Prudchyenko, CEO and Co-Founder of EvoShare, a FinTech startup that is revolutionizing the savings landscape by unlocking the power of everyday spending to fuel savings.

EvoShare enables you to accumulate cash back while going about your daily spending. It can be used to earn up to 30% cash-back toward your IRA, Student Loan, College Fund, HSA, Emergency Savings, Brokerage Account or Bitcoin. Too good to be true? Listen to the episode to learn more!

Connect with Eugeny Prudchyenko:
Website: https://start.evoshare.com
LinkedIn: https://www.linkedin.com/in/eugeny-yevgen-prudchyenko-71ba56b7/
Twitter: https://twitter.com/evoshareusa

 Connect with Nassau Re/Imagine:
Imagine.nfg.com
LinkedIn: https://www.linkedin.com/showcase/nassau-reimagine
Instagram: Follow Us
Twitter: @NReimagine

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley Saunders074 Transform Your Everyday Spending into Retirement Savings with EvoShare
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073 The Art of Effective Storytelling with Patrick and Rory McGloin

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To effectively communicate, you need to connect with people where they’re at, in a way that’s going to move them emotionally to simply want to pay attention to you. And that’s where the story comes into play.

Patrick McGloin, Vice President, Gaffney Bennett Public Relations, and Rory McGloin, Founder & President, RPM Communication Consulting join Laura Dinan Haber and Paul Tyler to talk about how to tell a compelling story and where pitfalls commonly occur.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley Saunders073 The Art of Effective Storytelling with Patrick and Rory McGloin
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072 Outsmarting Competitors Using Alternative Data with Justin Zhen Co-Founder, Thinknum

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Alternative data is an industry that is growing about 40% year over year. A landscape consisting of multiple data sets. Imagine the power one can yield when one embraces and harnesses the use of alternative data.

Justin Zhen Co-Founder, Thinknum, joins Paul and Laura to explore how to outsmart competitors using available information on the web.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas Brenia072 Outsmarting Competitors Using Alternative Data with Justin Zhen Co-Founder, Thinknum
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071 How to be Human in a World that Sees Numbers with Rhian Horgan, Founder & CEO, Silvur

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In the next few years, we will see an exponential increase in the number of Baby Boomers retiring from the workforce. One question on the mind of millions is whether or not they will have enough money to retire, and retire in the way they’ve always imagined. And how do you know what the magic amount is?

Rhian Horgan, Founder & CEO joins us to discuss how Silvur is dedicated to giving you more confidence in your retirement plan.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas Brenia071 How to be Human in a World that Sees Numbers with Rhian Horgan, Founder & CEO, Silvur
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070 Using Tech to Accelerate the Advisor Journey, Tim Bonacci, Luma Financial Technologies

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In this episode, Tim Bonacci, CEO of Luma Financial Technologies joins us to discuss the use of technology in the acceleration of the advisory journey.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas Brenia070 Using Tech to Accelerate the Advisor Journey, Tim Bonacci, Luma Financial Technologies
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069 Promoting Hartford Talent Across the Globe: Insurtech Fellows Program

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In this episode, we discuss promoting Hartford’s talent across the globe. The InsurTech Fellowship offers students an incredible opportunity to increase their understanding of Insurtech startups, learn how to apply theoretical and practical skills using real world examples, and interact with industry leaders. The program is made possible through a partnership with the University of Connecticut’s CCEI Program and The University of Hartford’s Barney School of Business.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas Brenia069 Promoting Hartford Talent Across the Globe: Insurtech Fellows Program
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068 Fostering Social Impact in Hartford’s Business Community

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What does it mean to foster social impact in the local community?

Learn how Hartford’s first accelerator program continues to support and educate business owners who are bringing the triple bottomline into their work and their neighborhoods.

Sarah Bodley, Executive Director, reSET (Social Enterprise Trust) is joined by current accelerator member, Khamani Harrison, CEO of Keybookstore.com, and program alumnus, Ali Lazowski, Founder and CEO, Bare Life, to discuss challenges, successes and upcoming opportunities to engage with this thriving community of entrepreneurs.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas Brenia068 Fostering Social Impact in Hartford’s Business Community
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