The Re/Imagine Podcast

Join us for an exclusive peek into the heart of retirement innovation at RetiretechTM Vegas 2024.  Hosted by Laura Dinan Haber and Paul Tyler, this podcast episode takes you straight to the bustling streets of Las Vegas, where the retiretech community is thriving in its third year! From thought-provoking discussions on the power of stories to the transformative role of technology, this episode delves into the vibrant world of retirement, sharing insights and reflections from over 60 speakers. As the event wraps up, they ponder the big question: what's next? Tune in for engaging conversations, insightful reflections, and a glimpse into the future of retirement.

The latest Nassau Re/Imagine Podcast episode explores the crucial steps in integrating AI and machine learning into businesses: from pilot programs to seizing opportunities and fostering experimentation. Join us in this insightful discussion recorded during Hartford Innovation Week, where we unpack the profound impact of AI, ML, and Quantum Computing on our society, businesses, and personal lives. Dive into an engaging panel discussion hosted by Nassau Financial Group, featuring experts Francesco Ricigliano from AdvanceCT, Sanjeevnayak Nayak, and Mike DiDonato from the University of Connecticut. Their expertise provides a solid groundwork for the intriguing conversations that ensued. If you're passionate about these transformative technologies and keen to be part of future discussions, drop your interest in the comments below. Let's continue this dialogue and drive innovation forward! #AI #MachineLearning #Innovation #BusinessStrategy  

Welcome to this exciting podcast episode recapping the Building For Equity culminating pitch event hosted by Girls For Technology on August 3rd in Hartford, CT. Special edition host, Tisa Rabun-Marshall, will take you through the highlights of this unforgettable evening. Picture this: a vibrant gathering filled with innovative ideas, inspiring presentations, and moments that left a lasting impression. The event showcased ten exceptional pitches that left us inspired, proving the undeniable power of innovative thinking and the potential to create a positive global impact. Join us as we dive into exclusive interviews with the entrepreneurs behind these groundbreaking ideas. We'll hear from Rashia Schand of Flurish LLC, Alexsys Cooper representing Outlashed by Lexx, Nicqueva Harrison with Elsada by Nicqueva, and Mya Gray from Viewfindher Films, each sharing their journey and passion. But that's not all – Yasmine Nahounou of Yian Company, Leslie Gomez of Imperfect by Pop, Clovia McIntosh from IRL Innovations LLC, and Dorothelia Barnett of Dottie's Sea Moss Wellness Bar will also captivate us with their stories of innovation and determination. The podcast wouldn't be complete without shining a spotlight on the remarkable Kay Johnson of Push Classic Collections and Jodi-Ann Bryan, the driving force behind Jodi Cup of Health. Their dedication to their respective ventures is truly inspiring. And of course, we have the privilege of speaking with the dynamic Sabrina Tucker-Barrett, the President & CEO of Girls For Technology. She'll provide us with insights into the organization's mission and the incredible impact they're making. Join us in celebrating the culmination of this extraordinary pitch event that showcased not only brilliant ideas but also the limitless potential of human innovation. Stay tuned for an episode filled with creativity, determination, and the promise of a brighter future. Learn about the program here: https://www.girlsfortechnology.org/building-for-equity Building For Equity: Girls For Technology's culminating pitch event August 3, 2023 Nassau Financial Group, Hartford, CT Featured interviews:  Host: Tisa Rabun-Marshall Entrepreneurs:  Rashia Schand, Flurish LLC.  Alexsys Cooper, Outlashed by Lexx Nicqueva Harrison, Elsada by Nicqueva Mya Gray, Viewfindher Films Yasmine Nahounou, Yian Company  Leslie Gomez, Imperfect by Pop Clovia McIntosh, IRL Innovations LLC.  Dorothelia Barnett, Dottie's Sea Moss Wellness Bar Kay Johnson, Push Classic Collections Jodi-Ann Bryan, Jodi Cup of Health Sabrina Tucker-Barrett, President & CEO, Girls For Technology

In this episode we discuss Nassau Financial Group's recent partnership with LifeYield, and how it will lead to innovative solutions in retiretech. Nassau will integrate LifeYield's “Social Security+ with Income Layers” application into its retiretech toolbox for use by independent producers.  Jack Sharry, Chief Growth Officer of LifeYield, joins the conversation to discuss how this partnership will benefit Nassau, LifeYield, and how the collaboration is intended to help advance the ability of independent producers to create retirement income protection for more Americans through education, emerging retiretech technology, and annuities. “Nassau's collaboration with LifeYield demonstrates our long-term focus on providing leading digital capabilities to help insurance producers develop strong retirement income strategies for each client,” said Tom Buckingham, Chief Growth Officer at Nassau. “We are excited about the future of technology in retirement planning, from setting goals through seeking to protect savings, deliver guaranteed income, and pay for health care costs,” Buckingham added. “By partnering with LifeYield, we align with a leader for technology designed to maximize retirement income, broadening our commitment to insurtech beyond our incubator, Nassau Re/Imagine.” LifeYield is a technology company whose goal is to improve investor outcomes by minimizing investment taxes and maximizing retirement income. Major financial services firms integrate LifeYield APIs with their proprietary platforms to automate ongoing asset location, tax harvesting, transitions, withdrawals, multi-account rebalancing, and retirement income optimization. LifeYield's goal is to increase advisor productivity and improve financial results for investors, advisors, and firms. Learn more about the partnership:  https://news.nfg.com/nassau-financial-group-advances-digital-capabilities-and-retiretech-by-partnering-with-lifeyield/ Learn more about LifeYield and connect with Jack Sharry: https://www.linkedin.com/in/jacksharry/ https://www.lifeyield.com  Engage with Nassau Re/Imagine: https://imagine.nfg.com/podcasts/ https://www.linkedin.com/showcase/nassau-reimagine https://www.instagram.com/nsre_imagine/

In this episode of The Re/Imagine Podcast, we discuss the role of AI in the insurance industry. Neeraja Rasmussen, Founder, Spyglaz, discusses the potential for AI to improve efficiencies in the value chain of insurance, from underwriting to claims to servicing to distribution. She focuses on the work that Spyglaz is doing with Nassau to optimize the relationships between carriers and agents. Our second guest, Prem Kumar, CEO and Co-Founder of Humanly, talks about how AI can help with hiring processes, from screening candidates to scheduling interviews to providing time savings and reducing time to hire. They discuss the importance of diversity and equity in hiring and the potential for AI to help with these issues. The conversation also touches on AI's potential positives and negatives, including the realistic nature of AI-generated voices and faces. Neeraja Rasmussen founded Spyglaz, an AI growth platform that can help increase distribution partner and customer value. Their solution is built from the ground up for the insurance industry, focusing on Life and Annuity companies. Spyglaz uses machine learning and generative AI to optimize wholesaler/agent relationships and enable higher-value servicing conversations.  Prem Kumar is currently CEO and co-founder of Humanly.io, a venture-backed generative AI platform that empowers hiring teams to be more effective and equitable in the job candidate conversations that should remain Human-driven while automating the ones that shouldn't.  Connect with:  Neeraja Rasmussen, www.Spyglaz.com Prem Kumar, www.Humanly.io Engage with Nassau Re/Imagine: https://imagine.nfg.com/podcasts/ https://www.linkedin.com/showcase/nassau-reimagine https://www.instagram.com/nsre_imagine/ *Description produced using generative AI

We are excited to announce the release of episode four of the TalentBridge23 limited series!   Mentorship is valuable at all levels and can be sought from a wide range of individuals, not just those with impressive titles. Listen to gain insights from business leaders as they discuss how to seek out and identify mentors. Additionally, they share tips about identifying mentors who may have ulterior motives. Tune in to hear their stories and gain insight into the innovative world of Insurtech.
 Episode Four: The Mentorship Mix, featuring: Bobbie Shrivastav, Co-Founder, COO Benekiva  Amit Unde, Vice President and CTO Insurance at LTI Mindtree  Xingyu Chen, Insurtech Fellow   Want to learn more? Engage with Nassau Re/Imagine: https://imagine.nfg.com/podcasts/ https://www.linkedin.com/showcase/nassau-reimagine https://www.instagram.com/nsre_imagine/

In the latest episode of the Nassau Re/Imagine Podcast, we sit down with Bobbie Collies, Chief Growth Officer at Coterie Insurance, to explore the topic of innovation and how it can impact the way we approach business. During the episode, Collies shares her insights on how to help people change their mindset and embrace new ideas, as well as her experience leading a company through a period of transformation. The conversation delves into the importance of understanding the customer's needs and preferences, and how to use that knowledge to create products and services that meet their expectations. Collies also discusses the role of technology in driving innovation, and how it can be used to streamline processes and enhance the customer experience.   Learn more about Coterie Insurance and connect with Bobbie Collies: https://www.linkedin.com/in/bobbiecollies/ https://coterieinsurance.com Engage with Nassau Re/Imagine: https://imagine.nfg.com/podcasts/ https://www.linkedin.com/showcase/nassau-reimagine https://www.instagram.com/nsre_imagine/

Yaacov Goldenhersh, co-founder & CEO of LiST joined us to discuss redefining longevity intelligence. LiST's AI platform for medical underwriting combined with its risk-modeling software provides its partners with opportunities to achieve better outcomes in the longevity-linked product market.  Listen as we explore how big data be used for people to live better lives.  Learn more about LiST and connect with Yaacov Goldenhersh:  https://www.linkedin.com/in/yaacov-goldenhersh-10376556/  https://listfunding.com  Engage with Nassau Re/Imagine: https://imagine.nfg.com/podcasts/ https://www.linkedin.com/showcase/nassau-reimagine https://www.instagram.com/nsre_imagine/

In many cases, the advice we receive early in our careers influences every stage of our professional journey. Listen to learn why you should be picking up marbles, regularly updating your resume, and setting your bar higher than others set for you.  Tune in to hear their stories and gain insight into the innovative world of Insurtech. Episode Three: Celebrating Spectacular Failures, featuring: Ruoqi Song, InsurtechFellow, UConn Student Sri Ramaswamy, Founder & CEO, Charlee.ai Domenic Luppino, VP Consulting Services, CGI   Want to learn more? Engage with Nassau Re/Imagine: https://imagine.nfg.com/podcasts/ https://www.linkedin.com/showcase/nassau-reimagine https://www.instagram.com/nsre_imagine/    

We are excited to announce the release of episode two of the TalentBridge23 limited series! Our guests shared their insights and experiences on the challenges and opportunities presented by the rapid pace of technology, and offered advice on how to make the most of the opportunities available. Tune in to hear their stories and gain insight into the innovative world of Insurtech.   Episode Two: Components for Success, featuring: Yue Yin, Research and Teaching Assistant, University of Connecticut John Thomson, Principal, Operational and Risk Solutions, LLC Sergio Garcia, Senior Financial Analyst, Nassau Financial Group    Want to learn more? Engage with Nassau Re/Imagine: https://imagine.nfg.com/podcasts/ https://www.linkedin.com/showcase/nassau-reimagine https://www.instagram.com/nsre_imagine/

We're proud to announce the launch of TalentBridge23, a six-month incubator program focused on supporting a select group of innovative startups, cultivating CT talent, and building deep relationships with leading insurance carriers. In this limited series, we will speak with the university professors, participating startups, corporate mentors, and Insurtech Fellows who comprise the TalentBridge23 Cohort. Follow along as we dive into what it means to engage in Hartford's collaborative ecosystem.  Episode One: Building The Foundation, featuring:  Michaela Hartl, Program Assistant, UConn Center for Entrepreneurship and Innovation  Dustin Yoder, CEO, Sureify  Jessica Fayle, Community Engagement and Internal Communications, Nassau Financial Group Want to learn more? Engage with Nassau Re/Imagine: https://imagine.nfg.com/podcasts/ https://www.linkedin.com/showcase/nassau-reimagine https://www.instagram.com/nsre_imagine/

Uncertainty drives innovation, but it can also be challenging to navigate. Nathan Furr, a professor of strategy and innovation, and author of the bestselling book, The Upside of Uncertainty, joins us to discuss how we can learn to embrace uncertainty and use it to our advantage. He earned his Ph.D. from Stanford University where he studied how innovators commercialize their ideas and are a recognized expert in the fields of innovation and tech strategy. Listen to learn about the difference between uncertainty and risk - and how to build capabilities for harnessing both.  Engage with Nathan: The Upside of Uncertainty: A Guide to Finding Possibility in the Unknown -  https://www.amazon.com/Upside-Uncertainty-Guide-Finding-Possibility/dp/1647823013   https://www.theupsideofuncertainty.com/about https://www.linkedin.com/in/nathan-furr-044852/  Engage with Nassau Re/Imagine: https://imagine.nfg.com/podcasts/ https://www.linkedin.com/showcase/nassau-reimagine https://www.instagram.com/nsre_imagine/  

The competition to be the first chair in the orchestra is a lot like pitching to raise VC funding. Competition is fierce, and perfectionism runs deep. So how do you break free of a fixed mindset to create future success? Astrid Baumgardner, Author, Yale Professor, Coach, and Trainer, joins us to share stories and discuss the skillsets of success specific to creatives and entrepreneurs.  Engage with Astrid:  Creative Success Now: https://www.astridbaumgardner.com/book/    https://www.astridbaumgardner.com   https://www.linkedin.com/in/astridbaumgardner/   Engage with Nassau Re/Imagine: https://imagine.nfg.com/podcasts/  https://www.linkedin.com/showcase/nassau-reimagine  

Two claims experts join us to connect the dots and explore opportunities within this space. Connor Atchison, CEO of Wisedocs, and Bobbie Shrivastav, Co-Founder and COO Benekiva, recognize claims as a force multiplier and avenue of innovation. Do you?  There is a whole new generation of digitally native individuals entering the workforce. Legacy environments full of green screens and F4 commands will not be what attract and retains future claims professionals. In this episode, we dive into questions about how to create environments that are easily trainable; while exploring personal journeys and the passion it takes to solve thorny claims problems.  Listen for entrepreneurial tips and insight into the claims journey and to discover why the claims space is ripe for innovation.  Links mentioned in the show: https://benekiva.com https://www.wisedocs.ai  Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

James Benham returns as the newly minted author of Be Your Own VC. James is the CEO of JBKnowledge, TerraClaim, and Smart Compliance. He comes from a family of entrepreneurs who taught him firsthand how to create success. He has done the hard work and wants to share the lessons that matter most. Listen to learn his '10 Bootstrapping Principals to Generate Cash and Keep Control'.   Links mentioned in the show: Be Your Own VC by James Benham www.jbknowledge.com www.terraclaim.com www.smartcompliance.co www.insuretechgeek.com Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

The world is facing catastrophic consequences as a direct result of climate change. Charlie Sidoti, Executive Director, and Stephanie Simon, Head of Partnerships at InnSure, join us to discuss how InnSure is incentivizing bold and decisive action by the industry to help combat this threat. We exchange information and ideas about specific opportunities to support innovation at the nexus of insurance and climate risk. The world is changing. What part will you play? Learn more about InnSure: InnSure: https://innsure.org/ InnSure's Climate Initiative (ICI): https://innsure.org/climate-landing ICI Individual Memberships: https://innsure.org/climatememberships Learn more about Nassau Re/Imagine: Insurtech and Retiretech Incubator: www.imagine.nfg.com 

Serial entrepreneur and venture builder, Hadi Radian, shares his advice for entrepreneurs who are just starting out and for those looking to take their business to the next level. Listen and learn how he and the team at Asteya are working to make income insurance accessible to everyone irrespective of their age, gender, or income. 

Sheryl O'Connor and Steve Kellar join us to discuss how IncomeConductor – a proprietary, time-segmented, online tool empowers advisors, firms, and individuals internationally to plan for retirement more simply, more accurately, and more reliably. We discuss how to change client focus from investment returns to income reliability and much more.  Connect with Sheryl O'Connor, CEO & Founder, IncomeConductor: https://www.linkedin.com/in/sheryl-o-connor-72170837/  https://incomeconductor.com Connect with Steve Kellar, Retirement Income Services, IHT Wealth Managementhttps://www.linkedin.com/in/stevekellar1/ Learn more about Nassau Re/Imagine: imagine.nfg.com

Transformation. Acceleration. Solutions.  The next wave of technology is here - helping transform and enable the insurance industry. Vinod Kachroo, CEO at Innoveo, joins us to talk state of the industry, insurtechs, and why no code is the best code. Listen and learn how the work Innoveo is helping to make building enterprise applications cool again - by transforming digital experiences and achieving business growth. Connect with Vinod:  https://innoveo.com https://www.linkedin.com/in/vinod-kachroo-4a0b4/  Learn more about Nassau Re/Imagine: imagine.nfg.com

In a sea of thousands of insurtechs, how can you discover those who can help create new experiences and solutions? From a front-row seat to the evolution in insurance technology to the recent acquisition of his company, industry veteran, Mark Stender, CEO of Intellagents, a Fatbrain AI Company, joins us to share insights on how you can dramatically accelerate profitable innovation in one simple, complete insurance ecosystem. Connect with Mark Stender https://www.intellagents.com  https://www.linkedin.com/in/mark-stender-digital-transformer/ Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.instagram.com/nsre_imagine/ https://imagine.nfg.com 

Events are more important than ever. People are coming back together, seeking meaningful, shared experiences. In this episode, we spoke with Allie Greene, Co-Founder & VP; of Throwing Star Collective, and Chip McCabe, Director of Placemaking & Events, Hartford Business Improvement District. Listen to our discussion about trends in the events industry, creative ideas to engage attendees, and why it is imperative to share your message in creative and impactful ways.   Connect with Allie Greene, Co-Founder & VP, of Throwing Star Collective, http://throwingstarcollective.com  Connect with Chip McCabe, Director of Placemaking & Events, Hartford Business Improvement District, https://hartford.com  Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.instagram.com/nsre_imagine/   https://imagine.nfg.com   

Over the course of three days, over 9,000 people in the insurance and insurtech industry convened in Las Vegas to showcase new innovations, learn how to increase productivity and reduce costs, and ultimately enrich the lives of policyholders. For us, #ITC2022 was about reconnecting in person with the community that helped build us. Special thanks to Connecticut Insurance & Financial Services (CT IFS) for providing us the opportunity to set up shop and record 22 microcasts in their living tradeshow booth.  You don't want to miss the stories and updates!

In this episode, Paul Kalbfleisch and Jackie Mandyck discuss how cities foster innovation and what that means to advance innovation in the insurance ecosystem and our community. Innovators and creatives benefit from the ability to collaborate and mash together. Listen to learn how the design and activation of public places can facilitate play, create joy and help advance a more collaborative tomorrow. Connect with Paul Kalbfleisch, Principal Consultant, PAUL Consulting, and Author, The Joy Experiments: https://thejoyexperiments.com  Connect with Jackie Mandyck, Executive Director, iQuilt Partnership, https://www.theiquiltplan.org  Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.instagram.com/nsre_imagine/ 

The Anthropology of Innovation with Byron Reese This week we spoke with futurist, entrepreneur, and author Byron Reese about the anthropology of innovation and the transformative effect of technology on the workplace and on society at large. Plug in and learn about, Stories, Dice, and Rocks That Think: How Humans Learned to See the Future — and Shape it. What makes the human mind so unique? And how did we get this way? Connect with Byron Reese: https://byronreese.com Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

Mark Seghers, CEO, and Co-Founder of Inspire Health Tech join Paul Tyler, CMO, Nassau Financial Group, and Laura Dinan Haber, Innovation Program Manager, Nassau Re/Imagine to discuss the use of artificial intelligence as a tool to provide unbias information in order to gain valuable insight into making purchasing decisions.   'As Artificial Intelligence and predictive analytics take hold in the Medicare market, carriers are often faced with a new type of Medicare shopper.  Today's Medicare shopper is tech-savvy and well-informed. Inspire Health Tech can help you understand these market dynamics - and help you position and target market to address what you learn - and what your prospects are learning on a daily basis.' Connect with Mark Seghers: https://www.linkedin.com/in/seghers/  Learn more about Inspire Health Tech: https://www.inspireht.com/ Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

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/

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/

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, Operational and Risk Solutions LLC 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/

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/ 

Retiretech Forum 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

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

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

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    

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

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 https://www.farmboxrx.com   Ashley Tyrner CEO https://www.linkedin.com/in/ashley-tyrner-129082a3/   Big idea: Food is a medicine that is good for plan members and health plans.     Gilad Shai   https://www.linkedin.com/in/giladshai/   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  https://www.linkedin.com/in/mike-ramsey-b4445a58/   Big idea: Virtual dentistry, healthcare, and pet care is here to stay.     Healthee   Guy Benjamin CEO https://www.linkedin.com/in/guy-benjamin-9904b844/   Big idea: Workers need advice at scale on how to use their employee benefits.     Ottalaus Health   Christopher Liechty Head of Marketing at Ottalaus Health https://www.linkedin.com/in/christopherliechty/   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

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 2 of 3, we'll explore innovation in customer creation. Recent regulations released by the CMS, privacy changes on social media platforms, and iOS changes have radically reshaped how we find, engage, and connect with seniors. CoverRight   Richard Chan   CEO at CoverRight https://www.linkedin.com/in/rkfchan/   Big idea: Important to engage senior consumers at the start of their shopping experience, not just at point of purchase.      AcquireCrowd   Thomas Cutting CEO https://www.linkedin.com/in/thomas-cutting/   Big idea: Effectively converting leads requires a deeper understanding of how to activate each opportunity based on individual demographic data.   Verisk Marketing Solutions - Jornaya   Jeff Piotrowski Market Leader, Insurance https://www.linkedin.com/in/piotrowskijeff/   Big idea: Not only do we need to be compliant, but we also need to understand who the lead actually is and what happens after they turn into a client.     EasyHealth   Greg Salwitz Chief Product Officer https://www.linkedin.com/in/gsalwitz/   Big idea: It's time to move from a transactional to a relationship-based, member-centric model in the Med Supp market for better retention and satisfaction.   BrokerCalls   Joe Marino https://www.linkedin.com/in/joe-marino-281a1734/ Big idea: CMS compliance will dominate AEP lead generation this year. Seniors getting more tech-savvy.     Inspire Health Tech   Mark Seghers CEO & Founder https://www.linkedin.com/in/seghers/   Big idea: Seniors need a lot of help navigating a bewildering variety of health plans     eQuoto   Danny Greeson Founder at eQuoto https://www.linkedin.com/in/dannygreeson/   Daryl Goldstein   VP, Sales And Business Development https://www.linkedin.com/in/darylgoldstein/   Big idea: Don't waste agent time working with or speaking with low-intent leads.   Regal Voice   Katie Aprile Account Executive at Regal Voice https://www.linkedin.com/in/katieaprile/   Big idea: Agents should consider using a voice platform designed for B-C during this AEP season.   RGI Solutions   Bob Donnellan VP of Sales & Marketing at RGI Solutions https://www.linkedin.com/in/bob-donnellan-78a6496/   Big idea: Take the risk out of AEP this year by working with a performance-based marketing agency.   Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

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 1 of 3, we'll explore innovation in distribution. People want people to help them navigate this complex topic. However, the tools, the processes, and the outcomes are changing quickly.   HealthIQ   Guava Suri President & Chief Business Officer https://www.linkedin.com/in/gsuri/   Big idea: Consumers need very sophisticated help navigating all the plans to find that one is best for them.   ABM Insurance    Mike Alexander Principal, ABM Insurance https://www.linkedin.com/in/mike-alexander-sr-84a84a1/ https://www.getagreatquote.com   Big idea: Digital helps you touch your customer more frequently, but you need to see them in person to connect.     Viewpoint Ventures   Drew Aldrich Managing Partners https://www.linkedin.com/in/drewaldrich/   Big idea: Humans will remain central to insurance sales, but wholesaling will go digital.      Joe Jordan   JosephJordan.com https://www.linkedin.com/in/josephjordan2/   Big idea: Biggest problem humans face is the aging of the population - paying for healthcare is a critical issue for this group.     Insurance Toolkits   Joe Wahl Co-Founder https://www.linkedin.com/in/joseph-wahl-430812165/   Big idea: Software should help agents present Medicare products confidently and not rely on calling their upline for guidance.   CSG Actuarial     Brien Welch   Sales Director at CSG Actuarial, LLC Omaha, Nebraska, United States    https://www.linkedin.com/in/brien-welch-b7a87958/   Big idea: Take all development direction from the agent users and you will build a business.   Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

In this episode, we welcome Justin O'Keefe, CEO & Founder, MAPP - The Memorial Asset Protection Plan. Through hands-on and intentional planning, Memorial Asset Protection Plan helps transition assets from one generation to the next after the loss of a loved one. Money lives and it will go somewhere. Where it's going to go is the big question. MAPP helps answer that question and more.  Listen to gain insights into building meaningful relationships, the importance of a trusted network, and the power of sharing a home-cooked meal.  Learn more about MAPP: https://www.mappnetwork.com Connect with Justin O'Keefe: https://www.linkedin.com/in/justin-o-keefe-clu-chfc-cap-lfd-88560177/  Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

Innovation is key to the survival of humankind. The ability to adapt and change. So why is it that most humans fear change? In this episode, we welcome Paul Bailo, Chief Executive Officer of PIP Consulting Group by day, professor by night, author, and social entrepreneur.  Join us as we discuss creativity, innovation, corporate culture, and navigating the importance of the creators, maintainers, and why the world needs everyone.    Learn more about PIP Consulting Group: https://pipconsultinggroup.com Connect with Paul Bailo: https://www.linkedin.com/in/paulbailo/  Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.linkedin.com/showcase/nassau-reimagine It takes significant energy to turn ideas into action - are you ready? 

This week we welcome Christian Heiden, founder of Levo International, which is an international social impact organization that leverages innovations in the food security space to create a more sustainable and equitable food system. Our conversation is rooted in innovation through the lens of ESG and urban farming. Levo combines hydroponic farming, community-supported agriculture, and family-based growing to make a local impact. Locally, Levo has partnered with 150 residents in the North End of Hartford to educate them on how to micro-farm using their hydroponic garden systems. The farmers will work with Levo to grow their crops and sell them through CSA subscriptions. Levo also has over 300 systems operating in Haiti.  Listen and gain insights into navigating a family business, tips for future founders, and being willing to plant seeds, till ideas, and harvest impact through action.  Connect with Christian Heiden: https://www.linkedin.com/in/christian-heiden/ Learn more about Levo International: https://levointernational.org/founding-story Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.linkedin.com/showcase/nassau-reimagine https://www.tiktok.com/@nassaureimagine https://www.instagram.com/nsre_imagine

Join the Re/Imagine team, Barney's faculty, graduate students, and leading thinkers in the sector to explore how technology, science, and entrepreneurship will shape risk management in the future.  In the fourth episode in the Risk & Innovation Series, we conceptualize the insurance industry in the year 2030. How seamless will the consumer purchasing process be? Are there such things as non-embedded insurances? How will regulators govern a future that does not yet exist? Will the industry apply an even weight to technological advances as it does to human capital? We explore these and many more! Engage with us as we talk trends and theories: John Thomson, Assistant Dean, Barney School of Business, Girik Nagpal, Graduate Student, University of Hartford, Joseph McDonald, South Carolina Department of Insurance, and Nassau Re/Imagine.  Learn more about the Barney School of Business: https://www.hartford.edu Learn more about the South Carolina Department of Insurance: https://www.doi.sc.gov  Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.linkedin.com/showcase/nassau-reimagine In the comments below, tell us what you think the industry will look like in 2030!

In this limited series, we will explore the frontiers of risk and innovation. Join the Re/Imagine team, Barney's faculty, graduate students, and leading thinkers in the sector to explore how technology, science, and entrepreneurship will shape risk management in the future. The new emerging risk management environment introduces many new business practices such as “smart contracts”; the use of alternative currencies, and expedited claim processes. Blockchain, examined on its own, is emerging as an “operating system” which can facilitate many “businesses-to-business” transactions. Yet it has been almost exclusively associated with cyber currency transactions. When properly structured and controlled, blockchain transactions offer significant enhancements to risk financing transactions which can be secure, timely, accurate, and reconcilable. So why aren't we seeing it utilized predictably within the insurance ecosystem? We dive into these concepts and explore associations between blockchain and the Wild West. John Thomson, Assistant Dean, Barney School of Business, Alec Boyd,  Student, University of Hartford, and Simon Kolkmann, Co-Founder & CTO, RYSKEX Inc., join us to discuss evolving trends and opportunities. Learn more about the Barney School of Business: https://www.hartford.edu Learn more about RYSKEX: https://ryskex.com Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

In this limited series, we will explore the frontiers of risk and innovation. Join the Re/Imagine team, Barney's faculty, graduate students, and leading thinkers in the sector to explore how technology, science, and entrepreneurship will shape risk management in the future.  Today, many emerging and systemic risks are becoming uninsurable. Examples include climate change, cyber security, and supply chain disruptions. The evolving trends are now leading to the use of traditional insurance to its maximum viability and supplementing risk management and risk financing with alternative capital.  John Thomson, Assistant Dean, Barney School of Business, Girik Nagpal Graduate Student, University of Hartford, and Marcus Schmalbach, CEO, RYSKEX Inc., join us to discuss evolving trends and opportunities. 

Join the Re/Imagine team, Barney's faculty, graduate students, and leading thinkers in the sector to explore how technology, science, and entrepreneurship will shape risk management in the future.  In this week's episode, we explore and discuss the emergence of ESG (environment, social, and governance) investment and operating strategies. ESG has evolved into a cultural context for management, demonstrating value in the short term and adding value in terms of organizational sustainability and operational agility, and flexibility. Adoption of ESG criteria is becoming evident in many organizations; - both for-profit and non-profit entities as the paradigms of the past – sacrificing short-term gains for long-term returns has been disproven through academic research.  While ESG has emerged as a powerful foundation for a resilient culture for organizations, we have to ask, who is the driving force behind ESG? Is it the company or the consumer? Listen to learn more.  John Thomson, Assistant Dean, Barney School of Business, Anthony Senseman, Student, University of Hartford, Robert Smith, President, and Chief Investment Officer, Emma Harper, Vice President, Senior ESG Research Analyst, and Andrew Poreda, ESG Investing Expert, Sage Advisory Services, join us to discuss evolving ESG trends and opportunities.  Learn more about the Barney School of Business: https://www.hartford.edu  Learn more about Sage Advisory Services: https://www.sageadvisory.com Learn more about Nassau Re/Imagine: imagine.nfg.com Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

In this episode, Wendy Hipsky, Head of Sales, Healthee, Jackie Bamman, Chief People Officer, and Gillian Maccarone, Human Resources Administrative Manager, Nassau Financial Group, discuss how AI aids in solving the health insurance and wellness puzzle for employers and employees.  Seeking information regarding your health coverage can be difficult. Healthee empowers employees by providing a seamless experience that enables participants to access, understand, and maximize their health and wellness benefits. All without waiting on hold. Connect with Wendy Hipsky: https://www.linkedin.com/in/wendy-hipsky/  Connect with Jackie Bamman: https://www.linkedin.com/in/jacquelinemerlbamman/  Connect with Gillian Maccarone: https://www.linkedin.com/in/gillian-maccarone-52211674/ 

James Benham joins us to discuss his rules for success. In case you don't James, we would describe as serial entrepreneur, CEO of JBKnowledge, TerraClaim and Smart Compliance. You may also know him as the host of the ConTech Crew or The Insuretech Geek Podcast with our friend Rob Galbraith. Today he shares with us his rules for successfully bootstrapping an Insurtech startup without taking VC money. He also lays out 5 principles for successfully introducing innovation into the corporate environment. Links mentioned in the show: https://jbknowledge.com/ https://terraclaim.com/ https://smartcompliance.co/ https://insuretechgeek.com/

Some people say that life insurance one of the noblest gifts for others. A person who purchases a policy usually won't benefit it from it – but their surviving spouse and children will. Everyone in the insurance industry wants the policy to be in force when it's really necessary. Unfortunately, the person who purchased the policy may let the policy lapse – sometimes intentionally and other times not. Today, Neeraja Rasmussen, CEO of Spyglaz and Sue Zophy, Chief Service Officer for Nassau Financial talk about a project underway to use machine learning to better predict who will lapse. And with that information, the company hopes to make certain that customers continue to understand the protection the policy provides for their loved ones. The discussion also offers a lens into the challenging process of finding and keep new customers as a startup. Listen along as we discuss the three things a startup has to do in order to become a valued tool and accepted partner. 

Quickly licensing and appointing agents remains a pain point for the insurance industry. Remaining compliant with all state requirements presents agencies and carriers with significant risk. Robby Allen, VP of Sales at AgentSync explains how AgentSync solves both problems. Learn about the history of the company and get an inside look at how the company successfully navigated our company's procurement process. Bonus: Discover how one successful 'failure' led to the creation of insurtech's newest unicorn.

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. 

What do you do when your plans are disrupted by the pandemic? You shift to plan B! Join us in this throwback episode of Re/Imagine's Innovation Hour featuring Susan Winkler, Vice President & Executive Director of Connecticut Insurance & Financial Services (CTIFS). In this episode, Susan dives into panel discussion questions that she planned to ask in London, with a slight twist! Paul and Laura tackle Susan's questions and invite LinkedIn live listeners to join in on the discussion! Tune in to learn more about up-and-coming technologies and other insurance industry disruptors. Learn more about CTIFS: https://www.connecticutifs.com/  Connect with Susan Winkler: https://www.linkedin.com/in/susan-winkler-413a725/  --- Connect with Nassau Re/Imagine: https://www.linkedin.com/showcase/nassau-reimagine/ Nassau Re/Imagine Incubator Program: https://imagine.nfg.com Re/Imagine Retiretech Map: https://imagine.nfg.com/innovation-in-retiretech/

Join us for another throw-back episode featuring Tom and Paul Sheridan, Co-founders and Principles of Eclaro. In this episode, we learn about sourcing global talent during the pandemic as well as how Eclaro helps solve the needs of startups and what they're doing in the community by sitting on their acorn and assisting other startups in climbing their trees.  Tune in to hear the passion that twins Tom and Paul have for helping startups grow, rooted in their entrepreneurial upbringing.  Learn more about Eclaro: https://eclaroit.com/  Connect with Eclaro: https://www.linkedin.com/company/eclaro/  Connect with Tom: https://www.linkedin.com/in/tom-sheridan-bb9a6b/  Connect with Paul: https://www.linkedin.com/in/paul-sheridan-485a97/    Connect with Nassau Re/Imagine: https://www.linkedin.com/showcase/nassau-reimagine/ Nassau Re/Imagine Incubator Program: https://imagine.nfg.com Re/Imagine Retiretech Map: https://imagine.nfg.com/innovation-in-retiretech/