Join Arshawn Teymoorian of McIntyre & Lemon and the FIIC team as they discuss regulatory updates such as privacy laws and licensing uniformity, as well as deregulatory trends, and related opportunities such as partnering with Trust for the servicing of protection opportunities.

Join Paul Pichie of Back Nine and Bob Mittel of FIIC as they discuss creative insurance solutions for the middle and high-net-worth markets products aimed at college education, longevity, and tax efficiency. They also discuss the evolution and effectiveness of insurtech scalability.

Join Wayne Walkotten of MarshBerry and Scott Stathis from FIIC as they discuss key take-aways from the Bank Owned Agency Roundtable as well as the evolving State of the Industry metrics.

Discussion topics include the following:

• Partnering with other lines of business
• Incenting for internal insurance partnerships
• Agency valuations
• M&A Trending
• Growth, profitability, and sales velocity trending

In this episode we discuss planning with the HNW for market and tax uncertainty, the segments that have a tax target on their backs, special circumstances for business owners, and hedging plans to accommodate volatility.

Our guests are Jason Morelli and Michael Raczkowski from Highland Capital Brokerage.

In this episode we do a case study on how to work with a strategic partner to successfully solve for your client's long term asset protection needs using hybrid LTC solutions. Topics included are:

• How to integrate the discussion into the sales process
• How to make it turn-key for the advisors
• Learning from past mistakes
• Engaging the next generation

Thank you to Hugh Cameron and Frank Rehhaut for agreeing to share their strategies.

The episode can also be found on your favorite listening platform.

In this episode we conduct a case study on using AI to dramatically improve the onboarding and training of sales and service personnel. We explore how First Mid worked with Nurix to completely reinvent and dramatically improve their training effectiveness. We also explore the many planned future iterations of the AI training system to understand the potential of this groundbreaking strategy.

Thank you to Clay Dean, Erin Donnelly, Zayda Marrie, and Abhishek Asawa for their participation and insights.

In this episode the co-founders of FIIC, Bob Mittel and Scott Stathis, talk with members about the benefits of adopting a financial wellness posture while working with clients to protect their assets.

In addition, Kevin McKechnie from partner institution The American Bankers Association, discusses the evolution of Disaster Savings Accounts and the value of using these tax advantaged vehicles as a means of asset protection.

In this episode we discuss having the right portfolio of protection products, how to work with clients to discuss all their protection needs, and addressing underserved markets.

Our Guests:

• Larry Pereiro of Elite Agent Solutions
• Hugh Cameron of JBC Companies
• David Seidel of Securian