2021

057 Manish Malhotra, CEO of Income Discovery

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Manish Malhotra, CEO of Income Discovery joins us to talk about how his company is a proven, AI powered platform for Retirement Decumulation.

Enabling people to live a full and rich retirement.

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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 Brenia057 Manish Malhotra, CEO of Income Discovery
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056 Getting Seniors to Know, Like and Trust Us in a Virtual World

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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 and agents and advisors to serve more clients?

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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 Brenia056 Getting Seniors to Know, Like and Trust Us in a Virtual World
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055 Farron Blanc, Gerry

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In what can be a difficult time for many, Gerry’s use of data and expertly guided relationships are helping to transform people’s lives.

Farron Blanc, CEO of Gerry joins Re/Imagine’s Innovation Hour to share how they are helping their clients thrive.

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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 Brenia055 Farron Blanc, Gerry
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054 Building a Vision of a Better Future Self in a Very Stressed World

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We know from the study of behavioral finance that if we help individuals create a positive vision of their future selves, they will be more likely to start saving today.

In a post-COVID world, what changes? Traveling on a cruise ship every year sounded like a great second chapter in life. Spending your last 20 years in an active senior community with common facilities and great care may have been a dream.

Creating new positive visions for retirement proves challenging in a social distant environment using conventional approaches. Can digital engagement bridge that divide?

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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 Brenia054 Building a Vision of a Better Future Self in a Very Stressed World
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053 Designing for the next 40 years: Abby Levy, Managing Partner & Co-Founder of Primetime Partners

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This week we spoke with Abby Levy, Managing Partner & Co-Founder of Primetime Partners. Listen to learn about the disappointment that led her to founding the early-stage capital fund and the type of investments they’re making. “We have a society that stops at age 60 and we need to design for those next 30 or 40 years.”

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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 Brenia053 Designing for the next 40 years: Abby Levy, Managing Partner & Co-Founder of Primetime Partners
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051 Symetra x Re/Imagine Partnership

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In July 2020, Symetra and Nassau Re/Imagine entered into a strategic partnership. Listen this episode to learn more about what brought them together, some surprising shared benefits and just how they plan to measure the impact of innovation across the company.

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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 Brenia051 Symetra x Re/Imagine Partnership
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