Podcast

061 Blair Baldwin, Founder of AgeUp

061 Blair Baldwin, Founder of AgeUp

February 27, 2021 2021, Blair Baldwin, Podcast

Blair Baldwin

Re/Imagine Innovation Hour with special guest Blair Baldwin, Founder of AgeUp.

What happens when an intellectual-engineer receives a really cool open-ended challenge to come up with a new type of annuity – all digital, D2C, financial accessible to everybody and suited towards a mass market problem for everyday folks?

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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.’

060 Creating Online Security for Seniors and Their Savings

060 Creating Online Security for Seniors and Their Savings

February 19, 2021 2021, Edward Chang, Ken Goldstein, Paresh Nana, Paul Mackay, Podcast, Timothy Zeilma

Edward Chang

Paul Mackay

Paresh Nana

Timothy Zeilman

Ken Goldstein

Since March 2020, seniors have quickly grown comfortable shopping online. They have learned how to connect with family, church, and community via web calls. And they now research retirement products like never before.

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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.’

059 Jon Cooper, Co-Founder & CEO, Life.io

059 Jon Cooper, Co-Founder & CEO, Life.io

February 4, 2021 2021, Jon Cooper, Podcast

Jon Cooper

On this episode we catch up with Jon Cooper, Co-Founder and CEO, to discuss how Life.io delivers a world-class digital customer experience.

Listen to learn how their products exceed customer expectations with Life.io’s end-to-end digital customer experience.

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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.’

058 Delivering Products of the Future for the Next Generation of Retirees

058 Delivering Products of the Future for the Next Generation of Retirees

January 29, 2021 2021, Aaron Shapiro, Abby Levy, Jan Buchsbaum, Podcast, Scott Moody, Tyler End

Blair Baldwin

Jan Buchsbaum

Tyler End

Abby Levy

Scott Moody

Aaron Shapiro

New retirement product development opportunities will clearly emerge as we emerge from the pandemic. We expect that all products will need to factor in extended periods of very low interest rates and still deliver value.

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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.’

057 Manish Malhotra, CEO of Income Discovery

057 Manish Malhotra, CEO of Income Discovery

January 27, 2021 2021, Manish Malhotra, Podcast

Manish Malhotra

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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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.’

056 Getting Seniors to Know, Like and Trust Us in a Virtual World

056 Getting Seniors to Know, Like and Trust Us in a Virtual World

January 24, 2021 2021, Anil Sanwal, Cathy Dewitt Dunn, Farron Blanc, Manish Malhotra, Podcast, Rhian Horgan, Seth Rachlin

Farron Blanc

Cathy DeWitt-Dunn

Rhian Horgan

Manish Malhotra

Seth Rachlin

Anil Sanwal

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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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.’

055 Farron Blanc, Gerry

055 Farron Blanc, Gerry

January 23, 2021 2021, Farron Blanc, Podcast

Farron Blanc

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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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.’

054 Building a Vision of a Better Future Self in a Very Stressed World

054 Building a Vision of a Better Future Self in a Very Stressed World

January 19, 2021 2021, Debra Jasper, Jacqueline Bamman, Jon Cooper, Matthew Thomas, Podcast, Rohit Puranik, Victor Ricciardi

Jaqueline Bamman

Jon Cooper

Debra Jasper

Matthew Thomas

Victor Ricciardi

Rohit Puranik

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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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.’

053 Designing for the next 40 years: Abby Levy, Managing Partner & Co-Founder of Primetime Partners

053 Designing for the next 40 years: Abby Levy, Managing Partner & Co-Founder of Primetime Partners

January 14, 2021 2021, Abby Levy, Podcast

Abby Levy

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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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.’

052 Investing in the Future of Our Industry – Reimagining Retirement Special Edition

052 Investing in the Future of Our Industry – Reimagining Retirement Special Edition

January 11, 2021 2020, Andrew Lerner, Cole Riccardi, Doug Roth, Harry Monti, Kathy Fuertes, Podcast, Richard LaVoice

Andrew Lerner

Cole Riccardi

Doug Roth

Harry Monti

Kathy Fuertes

Richard LaVoice

Where will investors place their bets on the retirement industry over the next three years? We asked a distinguished panel of venture capitalists their perspective at a virtual forum we co-hosted with Nassau Re/Imagine, an incubator based in Hartford.

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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.’