This episode explores three main themes; how protection products can create loyalty by solving real customer problems, how homeowners insurance should be integrated into the mortgage process early on, and how pet insurance is becoming part of household financial planning.

Customers are more likely to value their financial institution when it helps them navigate stressful, expensive events—not simply when it offers typical banking products. Convenient access to protection strategies like homeowners or pet insurance can position the institution as a broader financial partner.

Listen in as our expert panel discusses these important themes.

• Bernardo Roque de Pinho from HoneyQuote
• Todd Brooks from Embrace Pet Insurance
• Special guest, Lisa Miller, former Deputy Insurance Commissioner of Florida

Your institution’s clients are buying insurance every day. They should be buying it from you! In this episode Heath Boeke, the co-founder of the National Credit Union Insurance Alliance, and Blake Arko, the CFO of Great Lakes Credit Union Holdings, discuss the halo effect of protecting client assets and what it takes to launch a successful insurance offering.

Your institution’s customers are buying life, home, auto, and commercial insurance from someone else every single day as you watch valuable revenue and relationship opportunities walk out the door even though banks possess every structural advantage needed to dominate this market.

This conversation debunks persistent myths about balance-sheet risk, reputational exposure, and licensing complexity, and delivers a practical roadmap to turn insurance sales into recurring, non-interest fee income that generates valuable multi-generational referrals.

Listen to the leaders who wrote the playbook and bankers who executed it!

• Arshawn Teymoorian, McIntyre & Lemon, PLLC – author of The Unclaimed Frontier
• J. Kevin A. McKechnie, Senior Vice President & Director, ABA Office of Insurance Advocacy
• Dan Bonano, Vice President, Bank Channel Strategy, Franklin Madison
• Ryan Newman, President, TRB Insurance - A division of Texas Regional Bank – who recently built a successful top tier insurance agency inside the institution.
• Wayne Walkotten, EVP - Marsh Berry – Global Leader in Investment Banking and Consulting