Podcasts about copower

We are wrapping up our Summer with CoPower by revisiting Delta Dental. Jeffrey Glasco, Sales Account Executive, Northern California and Lisa Chacon, Sales Account Executive, Southern California talk about Delta Dental's exciting new 2021 portfolio. We review where Delta Dental came from and where they are heading. Lisa and Jeff provide insights and positioning for the new plans. We wrap up with a reminder about the broker bonus program. Small Business Guide https://www.amwinsconnect.com/sites/default/files/documents/De 2021 Portfolio Video https://www.youtube.com/watch?app=desktop&v=-0Gu3NkvHGk%29 2021 FAQ https://www.amwinsconnect.com/sites/default/files/documents/DeltaDental_FAQ_2021.pdf Delta Dental Value Adds https://www.amwinsconnect.com/sites/default/files/documents/Delta_Lasik_and_Hearing_Aids_Flyer_0319.pdf Broker Rewards Program https://www.amwinsconnect.com/sites/default/files/documents/Delta_Broker_Reward_Program_2021.pdf Smile Way Wellness https://www.amwinsconnect.com/sites/default/files/documents/Delta_Smile_Way_Wellness_Flyer_2021.pdf

This week, we continue our Summer with CoPower series. General Manager Dan Frey and National Market Strategist Ken Doyle are joined by T. J. Gustafson, Unum Managing Director to discuss life and disability benefits. We look at why Unum is a unique player in the market and talk about the advantages of Unum and CoPower. CoPower Value Add: https://rb.gy/c4ocin Unum Value Add | Travel Assist: https://rb.gy/otpnk4 Unum Value Add | EAP: https://rb.gy/kuivh8

Join us for the second half of the conversation, Catching Up with CoPower. General Manager, Dan Fry and National Market Strategist, Ken Doyle talk about what CoPower brings to the table, from finding the right fit for each group through their unique portfolios to providing powerful HR resources to every group.

Join us for the first of our podcast summer series as we catch up with CoPower. General Manager, Dan Fry and National Market Strategist, Ken Doyle talk about a powerful portfolio that makes CoPower unique in the market. We discuss the value of placing a case through CoPower and get a hint of CoPower's expansion.

Vancity Community Investment Bank (VCIB), born from Vancity's community-first finance model, is a values-driven bank on a mission to finance a sustainable tomorrow. In this episode, we learn more about how VCIB is creating lasting change in communities through financing for social purpose real estate, their acquisition of CoPower, and simplifying investing for the future. […]

Need a quick refresher on a revamped portfolio for Delta Dental of California? Jeffrey Glasco, Sales Account Executive, Northern California and Lisa Chacon, Sales Account Executive, Southern California catch us up! Want to learn more on CoPower? Tune in to our upcoming summer series!

CoPower's green bonds allow almost everyone to put the planet in their portfolio.

Commercial banking isn't exactly known for being a warm and fuzzy business. Financial institutions provide a wide range of banking services to businesses large and small. However, existing banks and financial services providers often employ very standardized approaches that don't serve all businesses equally well. This is particularly apparent in commercial lending where start-ups and early-stage businesses, especially those with non-traditional business models (i.e. social enterprises), have great trouble securing financing. In this episode of the podcast, Jay-Ann Gilfroy, CEO of Vancity Community Investment Bank (VCIB) joins us to discuss the challenges in traditional commercial finance and how VCIB is inventing a kind, more purpose-driven approach. During our conversation, we also discuss VCIB's recent acquisition of CoPower (be sure to listen to episode 11 from last year where I discuss CoPower's green bonds with Trish Nixon), and the launch of VCIB's newest impact investment, the Unity GIC. You can connect with Vancity/VCIB on their website, Facebook, LinkedIn, and Twitter. You can connect with Jay-Ann on LinkedIn. Also, don't forget that the Responsible Investment Association's annual conference is coming up, June 8 - 12th. You can register at www.riaconference.ca.

In this episode, we talk with CoPower’s Rodney Mattos about their full ancillary portfolio. We look at how CoPower ONE is a curated product offering brand name benefits to small groups. Rodney explains how CoPower’s portal Empower helps groups and brokers manage their group changes quickly. And we take a deep dive into CoPower’s value adds, including a prescription discount card and Benefit Hub discounts. Topic ideas? Contact us at Intel@lisibroker.com.

Trish Nixon of CoPower Inc. joins us for today's episode. Trish is Managing Director and Head of Capital at CoPower Inc.; an online platform allowing Canadians to access impact investments that will help accelerate the transition to a low carbon economy. Sadly the impact investment space right now is predominantly populated by private investments which are accessible only to wealthy Canadians. What's particularly exciting about CoPower is that they an early leader in democratizing access to impact investments in Canada. During the podcast, we discuss a wide range of topics including how CoPower got its start, how its Green Bonds work, what's holding impact investments back from reaching a mass retail audience, and the dirty secret in Canadians' investment portfolios. If you're interested in learning more about Trish, you can follow her on Twitter. Learn more about CoPower's Green Bonds here. And if you're interested in CoPower report we discuss at the end of the podcast, it's called “The dirty secret in your investment portfolio”.

Since it’s launch week for Season 8 of the Mo’ Money Podcast, I’ve got a bonus episode for you! Last season, CoPower sponsored my podcast. So, I thought it would be fun to bring on Trish Nixon, Managing Director & Head of Capital of CoPower, to discuss impact investing with me. You may or may not have heard about impact investing before, but that could be because it goes by so many different names: socially responsible investing, green investing, sustainable investing, ethical investing (you get the picture). No matter what the name, what this episode is about is being a more mindful and conscious investor. You see, with every dollar you invest you are saying you want the companies you’re investing in to become more profitable and successful. There’s nothing wrong with that…unless the companies you’re investing in aren’t actually very ethical or don’t align with your personal values. That’s why we need to be more aware of what companies are in our mutual funds or ETFs. We need to see if there’s something we don’t like, then do something about it. One thing you can do is negative screening. It’s basically a way to take out the worst offenders in your portfolio, or find a portfolio that doesn’t include them. This is obviously easier if you’re a DIY investor because you have more control with what companies you invest in, but as you’ll see below there are a ton of big banks and robo-advisors that are offering more SRI portfolios now too. Socially Responsible Investment Products To give you a better sense of what kind of socially responsible investments exist, here’s a quick list of model portfolios and investment products that are considered SRI. Green Bonds – CoPower Equity Index Funds for the Socially Responsible – Canadian Couch Potato Organic Couch Potato Model Portfolio – Sustainable Economist Fossil Fuel Free Model Portfolio – Sustainable Economist Easy as Pie Model Portfolio – Sustainable Economist Vanguard Cheap AF ESG Model Portfolio – Sustainable Economist Socially Responsible Portfolio – ModernAdvisor Socially Responsible Portfolio – Wealthsimple Socially Responsible Mutual Funds & ETFs – RBC Global Asset Management Socially Responsible ETFs – BlackRock For full episode show notes, visit https://jessicamoorhouse.com/182

If you were to personify your portfolio, would the companies your invested in echo your personal values? In this episode Stephen sits down David Berliner, the CEO of CoPower; a FinTech company geared towards investing in a sustainable future, and making profit at the same time. We talk about the standard risk and reward model […]

This month's show focused on the emerging world of distributed generation. We take a look at the new financing models that are emerging to support energy projects that break the conventional norms of power production in North America. Trish Nixon, Director of Investments from Copower shares their model of making bundles of small energy projects accessible to the everyday investor. Janice Tran of Generate Capital shares their view on the energy investment landscape and which jurisdictions are moving to support distributed generation in North America.

We start with David Berliner from CoPower.me talking about a new way to get involved in the renewable energy market space in January. CoPower groups and simplifies investments in renewable energy, and efficiency upgrades all over the world into simple and easy to understand investment portfolio options so you could be providing startup capital to a geothermal plant half way around the world! We also talk more about COP21, and the 'secret deal' as it's been initially reported between Alberta's premier, several large environment groups, Pembina and the heads of a select group of oil executives. This is a brief! For full listings and more info about this episode with links etc visit: https://greenmajoritymedia.wordpress.com/2015/12/04/480-citizen-copower/ Please consider supporting us! - We are 100% Patreon member funded: www.patreon.com/greenmajority