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:

Alison Susko, Director of Partnerships, Asset-Map
Jeff Quigley, Vice President, Enterprise Sales & Relationships, LifeYield
Sheryl O’Connor, Chief Executive Officer, WealthConductor LLC

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

Explore the Retiretech Forum Recordings: https://imagine.nfg.com/retiretech-forum-2022/

 Listen

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber107 Reinventing Core Advisor Software
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106 Addressing Climate Change Through Annuities

Session 5: Climate Risk

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:

Charlie Sidoti, Executive Director, InnSure

Stephanie Simon, Strategy & Partnerships, InnSure

Evan Greenfield, ESG & Climate Investor

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

Explore the Retiretech Forum Recordings: https://imagine.nfg.com/retiretech-forum-2022/

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber106 Addressing Climate Change Through Annuities
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105 Keeping More Connected Seniors Safe Online

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:

John Thomson, Principal, 

Raj Patel, Sales Engineer, WithSecure

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

Explore the Retiretech Forum Recordings: https://imagine.nfg.com/retiretech-forum-2022/

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber105 Keeping More Connected Seniors Safe Online
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104 Evolving Our Products In The Next Five Years

Nassau Re/Imagine Retiretech Forum Session 3: Product Innovation

“How Will Key Product Categories Evolve over the Next Five Years?”

Product innovation has only accelerated over the last five years. FIAs and RILAs have stormed to the center of most individual carrier’s product agendas. The SECURE Act has opened the doors for intense focus of companies hoping to redefine the role of annuities and 401(k). The pension risk transfer market has exploded as administrators seek efficient solutions for longstanding obligations. New software platforms open the door for synthetic solutions that don’t require traditional carriers. Finally, will the government change the rules of Social Security and provision of financial advice in ways that will shake the bedrock of millions of plan assumptions? Where will this all lead us in the next five years?

Connect with the Panelists:

Michelle Richter, Principal, Fiduciary Insurance Services, Moderator
Ewelina (Evie) Mroczek, AVP, Product & Market Research, Lincoln Financial Group
Richard Fullmer, CEO, Nuovalo
David Duley, Founder & CEO, PlanGap
Laurence Black, Founder, The Index Standard
Robin Lenna, SVP, Vitech Systems Group
Bruno Caron, Associate Director, AM Best

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

Explore the Retiretech Forum Recordings: https://imagine.nfg.com/retiretech-forum-2022/

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber104 Evolving Our Products In The Next Five Years
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103 Moving Service To The App Store

Session 2: Service & Operations

“Moving Service Functions from the Call Center to the App Store”

We still primarily serve our customers in a business model defined by answering inbound phone calls, managing forms, and opening lock boxes. However, the entire world, including seniors, is rapidly shifting to an app economy. The AARP found that individuals over 50 dramatically increased their adoption of smartphones, tablets, and wearable devices during the pandemic. Today, 97% of individuals over the age of 50 report owning at least one primary digital device. How will expectations change for modes and hours of communications? Will payment expectations shift from ACH to Venmo? What opportunities does this present for better meeting the needs of retirees?

Connect with the Panelists:

Zainab Noorali, Infosys, Moderator
Bobbie Shrivastav, Benekiva
Peter Sanderson, Socotra
Manisha Bhargava, Innoveo
Galya Appell, AmeriLife

 

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber103 Moving Service To The App Store
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102 Finding Customers In A Distracted World

Nassau Re/Imagine Retiretech Forum
Panel 1: Sales & Marketing

“Starting Retirement Planning Discussions in an Increasingly Distracted World”

Retirement planning is a critical need for millions of Americans. However, it’s never been harder than it is today to start that important conversation. Call screening technology grows more sophisticated. Digital ad prices increase. Email open rates decline. Conflicting messages in the mainstream media cause doubt about the value of our core products. In addition, a growing stream of television ads threaten to create health care planning fatigue. How should the industry adapt and find more effective ways to create more individual retirement plans? What platforms will advisors and distributors need to make finding clients as efficiently as possible?

Connect with the Panelists:

Denny Southern, President of Annuities & Retirement Planning, AmeriLife, Moderator
Bryan Padgette, Senior VP, Sureify
Barbara Ingraham, Managing Director, Excess & Surplus, Verisk
Jeff Piotrowski, Market Leader, Insurance, Jornaya

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber102 Finding Customers In A Distracted World
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101 Innovation & CX with Scott Campbell

CX and the art of storytelling have the power to motivate internal and external stakeholders. Done well, you can create value. Done poorly, and you may become the next meme. So how do you effectively harness that power to make external sales, build brand value, or sell innovative ideas inside a formal company?

Join us as we discuss Innovation & CX with Scott Campbell, Senior VP & Chief Client Officer at American National.

[Bonus]: Listen until the end to discover the common thread between cargo shorts, Debbie Gibson, and corporate innovation.

Connect with Scott Campbell: https://www.linkedin.com/in/scottccampbell/

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber101 Innovation & CX with Scott Campbell
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100 A New Way To Think With Roger L. Martin

We’re here today to talk about Roger’s latest book, A New Way To Think, and explore how to drive innovation inside corporations. Roger L. Martin is a professor of Strategic Management, Emeritus at the University of Toronto’s Rotman School of Management, where he also served as Dean. In 2017 Thinkers 50 named him the world’s number one management thinker. He has published 12 books.

Join us for our 100th conversation and follow Roger at https://rogerlmartin.com.
Learn more about Nassau Re/Imagine: imagine.nfg.com
Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber100 A New Way To Think With Roger L. Martin
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099 Innovation in Senior Health with Martin Pazzani

Today we are continuing the conversation about innovation in senior health. From CMO at Bally Fitness to serial entrepreneur; Martin Pazzani joins us to share his focus on reinventing the fitness business as upstream preventive healthcare. The question has now become: are you going to die too soon or live too long? Could it be a key to threats facing the insurance industry?

Listen to gain insights into reducing stress and gaining better mindfulness. Hint: Get Outside!

Learn more about Healthy Recharging: https://www.amazon.com/SECRETS-AGING-WELL-Healthier-Recharge-ebook/dp/B08B8YC99R

Connect with Martin Pazzani: https://www.linkedin.com/in/pazzani/

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber099 Innovation in Senior Health with Martin Pazzani
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098 Medicarians – Improving Senior Health

We recently attended the first Medicarian conference in Las Vegas. Jay Weintraub took the top Medicare Supplement conference and broadened it to include innovation. Innovation across the entire senior healthcare space. We interviewed a number of leaders on the event floor and pulled the recordings into three podcasts.Today, in part 3 of 3, we’ll explore innovation in improving senior health care. With new technology “extra benefits” of plans are quickly morphing into digital health management platforms – and those platforms include items like devices, fitness programs, and even food.

FarmboxRX
Ashley Tyrner
CEO
Big idea: Food is a medicine that is good for plan members and health plans.

Gilad Shai
Big idea: It’s time to create an innovation ecosystem in senior health and wellness. (And BTW, mobile phones continue to change our health for the better.)

Careington International
Mike Ramsey
Director of Sales
Big idea: Virtual dentistry, healthcare, and pet care is here to stay.

Healthee
Guy Benjamin
CEO
Big idea: Workers need advice at scale on how to use their employee benefits.

Ottalaus Health
Christopher Liechty
Head of Marketing at Ottalaus Health
Big ideas: People need “Lego” blocks for personalized remote care monitoring of chronic conditions.

Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber098 Medicarians – Improving Senior Health
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