2022

085 Solving Use Cases for the Smallest Agents and the Biggest Carriers with Robby Allen

Robby Allen, VP of Sales, AgentSync, joins hosts Paul Tyler and Laura Dinan Haber on this week’s episode of the Re/Imagine Podcast. The conversation meanders from innovation to the future of technology; to mainline insurance companies in the retirement space where agents are needed to complete a sale. Learn how AgentSync minimizes producer management costs and prevents regulatory violations before they occur.

Bonus: Discover how one successful ‘failure’ led to the creation of insurtech’s newest unicorn. 🦄

👂full episode: https://imagine.nfg.com/podcasts/

🗺 Nassau Re/Imagine’s Retiretech Map mentioned in episode: https://imagine.nfg.com/innovation-in-retiretech/

#retiretech #agentsync #innovation

Connect with Robby Allen: https://www.linkedin.com/in/robbyallen/

Learn more about AgentSync: https://agentsync.io

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

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

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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 Haber085 Solving Use Cases for the Smallest Agents and the Biggest Carriers with Robby Allen
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084 Pensionizing the 401(k) Plans with Trevor Gary

Trevor Gary, Founder & CEO, Micruity joined hosts Paul Tyler and Laura Dinan Haber in this week’s episode of Nassau Re/Imagine‘s Innovation Hour. The episode is chocked full of insight into pensionizing the 401k plan and what might be the one tip that could save founders from shutting off the lights early.

👂full episode: https://imagine.nfg.com/podcasts/

#retiretech #competitiveadvantage #innovation #financialsecurity

Nassau Re/Imagine congratulates Micruity on their latest $5.1M raise to Pensionize 401(k) Plans

“The decline of defined benefit pension plans has left a retirement savings gap that will grow to $137 Trillion by 2050,” said Trevor Gary, Co-Founder and CEO of Micruity.
https://venturebeat.com/2022/02/10/micruity-raises-5-1m-to-pensionize-401k-plans/

 

Connect with Trevor Gary: https://www.linkedin.com/in/trevorgary/

Learn more about Micruity: https://micruity.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.’

Ashley Saunders084 Pensionizing the 401(k) Plans with Trevor Gary
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