Podcasts about ipipeline

In the episode, Josh and Jay discuss the technology platforms used by their respective firms Gulf Coast Financial Advisors and First Protective. While GCFA and First Protective are not affiliated companies, they both have experienced significant growth over the past few years, and both have leveraged technology and platforms to service their growing client base. Josh and Jay discuss not just using client facing tech for tech's sake; the best platforms are easy to use and make both the advisor's life and the client's life easier.   Tune in to learn how Josh, in his role of owner of Gulf Coast Financial Advisors, has focused on a couple of tech platforms to service his clients: Orion Advisor Solutions for investment management, Orion's corresponding financial planning tool Advizr; Precise FP for electronic risk tolerance quizzes, digital fact finders, onboarding questionnaires and satisfaction surveys; and finally, QuickBooks to help his clients get a better handle on their monthly cash flow. In his role serving advisors along the Gulf Coast, Jay has leveraged Virtual Sales Assistant to provide his advisor clients with up-to-date, non-carrier specific educational content, such as sales materials and one-pagers; Vive and iPipeLine to streamline the insurance application and avoid the paper based (and mistake prone) insurance application process of the past; and finally Doc-u-Sign for efficient and accurate delivery of policies and agreements.   Want To Know More About Josh and Jay? You can reach out to Gulf Coast Financial Advisors to set up a no-cost, no-obligation discussion about your particular needs by call 251-327-2124, emailing jnull@gulfcoastfa.com, or setting an appointment on our website at Gulf Coast Financial. Independent and semi-independent agents and advisors can reach Jay Stubbs at jaystubbs.com. ////// Disclosure: Advisory services offered through Prime Capital Investment Advisors, LLC (“PCIA”) a federally registered investment adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). PCIA and Gulf Coast Financial Advisors are not affiliated. Gulf Coast Financial Advisors (GCFA) , Prime Capital Investment Advisors (PCIA), Prime Capital Wealth Management (PCWM) and Qualified Plan Advisors (QPA) do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. The information provided herein is not a complete analysis of every material fact regarding any strategy; it is intended only to provide insight into the opinions of the author. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

The Key Learning Points:1. The role of digital as an enabler and making protection insurance more accessible to the underserved2. The importance of choice and empowering consumers to self-serve when it comes to protection3. How fear of change may be holding us back as an industry and acting as a barrier to innovationOn this week's remote Risky Mix podcast, we're joined by Chris Samuel, business operations director at iPipeline. Chris describes himself as a creative thinker, relationship builder, people motivator and passionate customer experience advocate and we're excited today to be talking with him about protection and how we can make products more inclusive.Chris admits that he found his calling when “falling into” an opportunity with the BGL group back in late 1999. A marketeer by trade, Chris always considers the end consumer and “this rather uninteresting thing we're all selling called insurance.” He later stepped into operations roles with BGL and after helping to set up Beagle Street, the direct life insurance proposition, made the move to TCP LifeSystems which was subsequently acquired by iPipeline. Eight years later at iPipeline, Chris now looks after all UK and European clients from an implementation, sales and new business perspective.The conversation moves onto the role of digital within the protection sale. Chris believes that digital enables accessibility: “It's an enabler, it is no more”. When it comes to reaching the underserved, mass, or “low-value” markets, digital is key in delivering direct-to-consumer (D2C) propositions, but Chris questions why the industry believes that “D2C needs simplified products”, relying on the assumption that consumers won't understand the full comprehensive insurance offerings: “Direct to consumer is seen as an inferior access to the cover people need and it gets denigrated.”Chris explains that he'd like to see a shift away from the ‘all-or-nothing' mentality when it comes to protection. The desire to serve only the best “gold-plated cover”, ensuring full protection of all needs – which clearly delivers the best outcome for many - but leaves a huge proportion of the population excluded from the conversation because they simply can't afford that gold-plated protection. For Chris, “some cover is better than no cover”. He wonders how, as an industry, we can make it more appealing for advisers to speak to this end of the market: “Why is it that we can't make selling a £10 a month policy profitable for an advised piece of business?” But as things stand today, Chris believes that there should be some acknowledgement that “we can co-exist together” – D2C and advised distribution should work together and address the different needs within the market.For Chris, it's not about simplification of propositions to reflect separate sales channel, it's about choice and delivering the ability for consumers to self-serve where it's desired. It's about empowering the consumer, giving them flexibility and options. It's about offering a protection policy that flexes as a consumer moves through different life stages - reflecting the modern way of living.So, what's held us back as an industry in delivering this? In Chris's opinion, it's fear of change: “Can we afford to be different and get this wrong?” Of course, these are long-term insurance contracts and to do things differently presents risks in terms of mix of business and assumptions made, which Chris believes has encouraged formation of a more conservative approach, and as a result, sadly many innovations have died when arguably they shouldn't have. A special thanks to iPipeline for their ongoing support of the Risky Mix and partnering with us to help make the financial services industry more inclusive.

In this episode, Dror Katzav, co-founder and CEO of Atidot, and I talk about Life insurance, LTV, predictive analytics, why Life insurance companies need to adopt a holistic approach, the Talpiot program, and Atidot.

On Episode 8 of Inside The L: The Podcast, host Ed LeFurge III takes listeners behind the scenes to see all of the work that went into making it possible to play basketball games for the 20-21 season, as well as what will be a 25 sport spring season. Director of Athletic Facilities Zach Rissler and Associate Director of Athletic Training Nina Kauffman, MS, ATC explain what went into the decision making process and how La Salle implemented certain protocols to keep the campus community safe while playing sports.On the Alumni Spotlight, presented by iPipeline, Jess Shanahan '20 discusses her recent contract to play professionally in Italy, as well as the impact La Salle has made on her.

The Key Learning Points:1. That focusing more on your competence and less on the things that make you a minority can really help with self-belief and confidence when navigating non-inclusive environments2. The importance of finding passion in your professional life to pull you through the inevitable ups and downs3. How technology could have the power to transform life insurance sales - but it's all about balanceJoining us on this week's remote Risky Mix podcast, is Neha Agarwal, head of actuarial at iPipeline - a business on a mission to grow the UK protection insurance market through innovative technology. Neha is here to share her career story, her experience as a young Indian woman in the sector and her thoughts on how technology has the power to transform life insurance sales.Neha joined iPipeline six years ago as an analyst. She's progressed in her career and is now head of actuarial, managing an actuarial services team and helping to drive actuarial innovation within insurance companies in the UK and US. iPipeline helped Neha to realise her passion for technology and actuarial work. She tells us a bit more about iPipeline, a business which she believes is “at the forefront of digital transformation”, processing 30% of the UK's protection business, through the ‘SSG Digital Platform', alone, which, to date, equates to 3.5m policies.Neha's belief is that “technology is reinventing the life insurance industry” and from her perspective, the current COVID-19 pandemic has resulted in two outcomes for insurers when it comes to digital transformation. There are those companies who have already invested in digital which have been able to react very quickly in terms of reprices and changes to the underwriting rules. Then there are other companies, for which the pandemic has been a “wakeup call”, and there is now much urgency to innovate. When it comes to the role of technology in the protection insurance space, for Neha “it comes back to the right balance.” Neha believes that everybody has different needs, so an automated process which delivers the same journey for every individual won't work. We can add human interaction where it's required “but we have to automate the processes which cause unnecessary delays.”Being a young Indian woman in both the actuarial and tech space, we were keen to hear about Neha's experience. She explains that she has never faced any challenges around her race, because her role involves working with colleagues from across the globe, including China, India, Sri Lanka and Romania. She admits, though, that she did face some difficulty as a woman:  “I was doing very well from the very start of my career, but that also meant that I had to be in meetings that had a predominantly male audience.” She explains that meetings which took place early on in her career were difficult: “I remember walking out of meetings without even saying a single word!” But Neha decided to run a “series of experiments”, where she would try being a little more assertive and confident: “I started considering myself as not a female among the males, but I started thinking of myself as a confident individual who knew what she was saying."Neha quotes iPipeline's gender mix statistics, a business with women in over a third of senior management roles, with different splits across the two offices:  “We are on a journey and I see iPipeline, as a business, achieving gender diversity.”We end the episode by asking Neha for the key message she'd like Risky Mix listeners to take away: “Life will give you ups and downs. But something that can keep you going is your passion. So always search for your passion and your life journey becomes really easy.” For Neha, that passion is “helping insurers move up the ladder of technological innovation.”

Tim Wallace is a Strategic Advisor to iPipeline and has over 30 years of experience in the software, service, and consulting industry. In 2008, Tim joined iPipeline as CEO with the mission of scaling the company and solidifying iPipeline as an industry leader and innovator. Under his successful leadership, the company grew to be the largest provider of SaaS to the Life and Annuity industry and was acquired by Roper Technologies in 2019. With this change in ownership, Tim pivoted into a Strategic Advisor role, guiding the company in future mergers and acquisitions to continue expanding iPipeline’s market share and influence on the Insurance and Financial Services industry. Tim previously served as President and COO of MEDecision Inc., a public software company. Prior to MEDecision, Tim was the CEO and Chairman of FullTilt Solutions, Inc. FullTilt a was recognized by Forrester and Gartner Research as the leading enterprise product information management software in the marketplace. Mr. Wallace is a winner of the 2011 Ernst & Young Technology CEO of the Year, the 2013 PACT Enterprise Award for Technology CEO of the Year, and the 2014 Red Herring Top 100 Award. Prior to joining FullTilt in 2000, Tim served as CEO of systems integrator XeroxConnect, and as the President and CEO for XLConnect Solutions, Inc., where he was also one of the founders of the company. Tim and other members of the management team took the company public in October of 1996. Xerox acquired XLConnect in June of 1998 for approximately $420 million. Tim was formerly a partner in The Waldec Group, a system integration company that was twice on the Inc. 500 list. He previously spent eleven years with Arthur Andersen & Company, where he was Managing Director of the Business Consulting Practice. Tim received a Master of Business Administration from Miami University and a Bachelor of Science Degree from Indiana University of Pennsylvania. He is a member of the American Institute of Certified Public Accountants and has served on the following boards: AccuWeather, BizEquity, FullTilt Solutions, Knova, MEDecision, Migo Software, NitroSecurites, Point.io, Serviceware, Snickelways, and XLConnect.

 For companies whose primary focus is developing digital or technology solutions for traditional industries, the COVID-19 crisis has led to an increase in business and a new age of innovation. Larry Berran, CEO of iPipeline, which develops digital solutions for the insurance industry, discusses why he’s still on the prowl for acquisitions, and how he sees opportunities where others see challenges.

The Key Learning Points:1. The challenge of being comfortable as a woman working in a male-dominated industry 2. Advice for young people working in a new sector with comparatively little work experience 3. The expectation for women to have children and the fear of children impacting people's careersOn this episode, we're joined by the lady crowned Woman of the Year in the technology category, at the 2019 Women in Protection Awards. An ambitious sales professional working in the life and health insurance industry, currently heading up the national accounts team at iPipeline, and someone who is a bit of a social media pro! It's the wonderful Stephanie Hydon.Steph was the first in her family to go to university, where she studied politics and eventually entered the work of work in a technology sales role. After a number of years, she joined iPipeline as a national account manager and worked her way up through the business. Steph is now head of national accounts at the technology business, managing a team, and adding that she has had four promotions in just the five years that she's worked in the industry!As a young woman in the heavily male-dominated financial tech space, Steph explained that she faced challenges, particularly because she was trying to sell to people who had been in the industry for 20 years when she had no track record and little prior experience. When she started work, she was in an all-male sales team, which she accepts was fun at times, but was also aware that she wanted to stay true to herself and not feel pressured to act like one of the boys. She adds: “I've never been the typical girl, I've always been a bit of tomboy. I go to the football, I grew up in a pub. So it was natural for me. But I could understand how somebody else who hasn't had the same life experiences as me would actually be really intimidated in that environment. A lot of it is about fitting in.”We move onto the topic of children and Steph explains that the idea has never appealed to her but was shocked when a previous male colleague challenged her on this, saying: “But that's what we're put on this earth to do. You're going against the natural order of things. There's something wrong with you?!” Steph explains that it's just the route that women are expected to take but says that there's a real fear around having children and the impact this will have on careers, with her female colleagues often saying to her: “You're so lucky you don't want to have children.” We finish our chat with Steph providing three pieces of valuable advice for young people starting out in the world of work: 1. Find the right people 2. Work hard 3. Ask as many questions as you possibly can

As business continuity plans - and life in general - have been upended across the country and the world, we discuss some of the implications of the coronavirus on the life insurance industry with noted thought leaders Jena Kennedy and Scott Rhinehart from LexisNexis. A fascinating examination of what we're all facing - and how to potentially get through this in better shape than we entered.

In this episode, we welcome back Tom Scales, head of the life and annuity practice at Celent. Tom shares his thoughts on life insurance technology for the decade past, the current landscape, and the decade ahead. Tom has his finger on the pulse of the industry like few others, and is always a fascinating interview!

The Key Learning Points:1. The need for the insurance industry to engage with technology in order to close the UK protection gap2. The Importance of building a diverse and inclusive business to attract women into the insurance industry3. The impact a mentor can have on your career progressionIn this week's podcast episode, we chat to our first male guest, Ian Teague, UK group managing director of iPipeline, a business that has a vision to help grow the protection market through collaboration and innovative technology. Ian is a qualified accountant and has held senior positions across a number of tech businesses. Ian speaks about his first role in financial services with clerical medical many years ago, firstly as an auditor and then as financial controller. He ended up in financial reporting and then moved to a more hands-on software engineering technology firm based in the automotive sector in Birmingham. His love of financial services and technology was born there, and he developed a passion for combining the two, explaining “I've always had that interest in trying to make things better, do things in different ways, and technology can do that”. Today Ian has 20 years' experience in the financial services sector.Ian explains that in order to propel our industry further forward and to close the protection gap we have to engage with technology. “Our industry isn't as innovative or technology-enabled as other industries and we have to change that to ensure that the end result is growing the UK protection market and making sure that more people are protected in their time of need”.  iPipeline accumulates a vast amount of data and Ian talks us through one of their income protection findings – that women are in fact better at fully protecting themselves, than men, and goes on to add that “women are more risk-averse and actually understand the risks better and are more willing to protect against those risks“. This raises an opportunity for financial advisers to sell into their female client base, as iPipeline findings suggest that they are in fact more profitable customers. Ian explains that he has made it a business focus to build a diverse and inclusive team, and adds that their Cheltenham office boasts a 50/50 split of men and women at management level. He talks about their fantastic maternity returner rate and their focus on retaining talent. For Ian, building a diverse and inclusive business is extremely important, which lead to the launch of the iPipeline Balance for Better initiative in 2019.Ian talks about the importance of creating the right environment in order to attract people, especially women, into the insurance and technology industry. He believes that industry role models have a role to play and that sharing people's success stories will help to demonstrate that organisations will support, promote and develop their people. On wrapping up the podcast, Ian talks to us about the importance of getting a mentor or a coach. He feels that they can help you gain a greater understanding of your strengths, weaknesses, the impact you have on others, and how you can make an impact in your career. “A coach or mentor can enable you to break through the desire to be right, to focus and be more curious, rather than right, and listen more and try to understand."

Jim Sorebo, SVP of Sales at Highland Capital Brokerage and well-known industry evangelist and advocate, joins us on an inspirational episode of the Pipecast. From his incredibly successful career to personal challenges and triumphs, Jim addresses what's happening in our industry head on with passion and solutions. What a great way to kick off a brand new season!

In this episode, we welcome Jeff Shaw, the Executive Director of the Life Insurers Council. Jeff has an extraordinary perspective on the current state of the life and annuity industry. Working with a core group of smaller insurers, Jeff is always seeking ways to help them improve their ability to achieve higher profitability, predictability, and scalability. Jeff touches on a wide range of topics, including the challenges around innovation, investment, and manufacturing. With the industry changing more rapidly than ever, what can companies large or small do in the short term to accommodate customers' evolving needs and spending habits?

We welcome Jena Kennedy, the Director of Vertical Market Strategy for Life Insurance at LexisNexis, for a broad and entertaining discussion on security and authentication in the life insurance industry today. What’s at stake for insurance companies, and what can they do to ensure the balance of usability and safety? How can consumers navigate the complexities surrounding the protection of their information? What can and should financial professionals do to help their customers and companies without preventing sales? All of these topics and more are on the table.

We welcome Gregg Poston, the Managing Director of Licensing and Field Technology at OneAmerica, for a wide-ranging and fascinating discussion on the life insurance industry today. Gregg’s deep knowledge and understanding of the market, the economic environment, and the successes and challenges of running a life insurance practice in 2019 make for an entertaining look into the industry we love.

In this week's Monday Morning Minutes we look at the biggest tech news for last week including these large transactions: - Broadcom's $10.7bn acquisition of Symantec's enterprise security business - iPipeline (provider of cloud-based software solutions for the Insurance and Financial Services industries) to be acquired by Roper Technologies for US$1.6bn on August 8 th - Klarna (Swedish payments provider) raises US$460mm on August 6 th, becomes Europe's second most valuable VC-backed company at US$5.5bn post-money valuation - Babylon Health (developer of AI-powered telehealth software) raised US$550mm at a US$2bn+ valuation on August 2 nd from Saudi Arabia's Public Investment Fund Tune in each week on Monday morning for the latest in tech news. Brought to you by Sampford Advisors, Canada's leading mid-market tech M&A advisor.

Cary Toner is the former CEO of The Toner Organization which his father started in 1966 with a focus on high risk or impaired risk life insurance. Cary joined the organization in 1979 and soon, new areas of opportunity were presenting themselves in term insurance and annuities. Cary eventually bought the company from his father and from 1986 to 2001, he grew the agency into one of the top 10 in the country with 5000 brokers nationwide and revenues approaching $35 million. He eventually sold the company in 2001, and shifted his focus to his side project that he’d started in 1996 — iPipeline. A truly visionary company, iPipeline focused on reducing the time to underwrite life insurance policies by harnessing the power of the internet. iPipeline was eventually sold in 2015 for $380 million. Cary recounts his business journey, and how he managed the changing landscape of the insurance industry through the years.   Key Takeaways: [1:18] Kevin introduces his guest for this episode — Cary Toner. [3:14] Kevin asks Cary five speed questions. [5:50] What was Cary's path in joining his father's organization, The Toner Organization (TTO)? [7:40] The original business model for TTO was high risk, impaired risk insurance. What were some changes in the 1970s that made the business model less viable? [00:09:35] What exactly were high risk or impaired risk cases? [10:15] Kevin and Cary discuss the customer base for TTO and how the business functioned. [11:29] What were some of the new products that were coming out at that time that were making the existing business less lucrative? [16:15] How was the new product, term insurance, received in the market by traditional, old-school life insurance salespeople? [17:56] How did TTO morph to adapt to these new products? [19:17] Cary and his father started having differences in their vision for TTO. How did that play out? [24:03] From 1986 to 2001, Cary focused on building the company. He shares some of what he learned in that time. [27:45] Who were the 20 salespeople in Cary's company and who were they selling to? [31:01] Kevin and Cary discuss how big the organization was in 2001, and what kind of metrics the company who bought them over was looking at. [35:32] Cary had a 2-year contract with BSYS that ended in 1.5 years. What happened? [39:12] In 1996, Cary undertook the project of simplifying the underwriting of polices through iPipeline. How did he see the need for this project and come up with the solution to solve this problem? [44:54] What was the revenue model for iPipeline? [49:24] How was Cary financing iPipeline? [51:57] What was the turning point that made Cary decide to seek external funding for iPipeline, and what was his process? [55:36] What was Cary's role in iPipeline after he sold it to NewSpring? [57:09] Kevin and Cary discuss how TCV's investment impacted the growth trajectory of iPipeline. [59:04] Looking back, what would Cary have done differently? [1:00:23] What applications does Cary see with regards to machine learning and artificial intelligence to the insurance industry? [1:05:37] Does Cary believe that entrepreneurs are born or made? What is next for Cary in terms of business opportunities? [1:09:13] Cary shares more about his philanthropic activities and involvement in non-profit organizations. Links: Cary Toner The Toner Organization Saint Joseph's University BISYS iPipeline EMyth, by Michael E. Gerber Traction, by Gino Wickman EOS CitiGroup NewSpring Capital Tim Wallace How Our Robots Ran 30 Million Illustrations in 24 Hours, by Bill Atlee MapMyRun Notre Dame Academy Cardinal O'Hara High School

What is the most cost-effective way to train your workforce? Do you really need to create training on basic programs? No way! Matt Ragan is the Director of Training for iPipeline, a cloud-based software solution for the life insurance and financial services industries.   In today's episode, Jon chats with Matt Ragan, the Director of Training and Development at iPipeline. Ragan’s eclectic background from actor to teacher surprisingly led him to financial services and software development. These combined experiences influenced him to reinvent online learning in this industry. Out are the ways of digital textbooks. Instead, real-time experiential learning allows remote workforces to all be on the same page.     Follow iPipeline's journey by following them on social media. Facebook | LinkedIn | YouTube (want to watch those funny videos they made?)   Connect with Matt Ragan on LinkedIn and be sure to let him know that you heard his episode of Learning Life!

In 1996, Bill founded iPipeline with the mission of developing technology tools that enable insurance companies and their agents to market, sell, and process insurance faster. Bill Atlee discusses his advice for professionals to stay focused and disciplined.

Our latest Pipecast takes a look at the current state of the industry from the perspective of two leaders of Life and Annuity Masters – Tim Whitmore (CMO and CFO) and Tom Vick (Director of Annuities). The two discuss their backgrounds, how the industry has evolved over that time, the key areas where success is most apparent, and areas for improvement. It’s an interesting and deep look at the world of insurance and annuity distribution in 2019.

Tim Wallace, the CEO of iPipeline, grew his company's revenue from $73 million in 2014 to $128.5 million in 2017, a 75% increase, and to around $170 million in 2018. iPipeline provides sales distribution software to the insurance and financial services markets. In this interview with Eversprint's Malcolm Lui, Tim shares how he and his team accelerated their high value sales by: Making it faster and easier for agents to sell life insurance via their digital platform. Providing carriers with more data to better predict mortality and price their policies. Helping agents, distributors and carriers provide the right products to the right people at the right time via data analytics. See acast.com/privacy for privacy and opt-out information.

At iPipeline's 2019 Connections conference, we spoke with a series of industry thought leaders and difference makers. From insurance innovation to sales, running businesses to motivating people, our Pipecast participants run the spectrum of talent and impact. In order of appearance: Elliott Wallace, VP & GM of Life Insurance, Lexis Nexis Linda Ding, Director of Strategic Marketing, Laserfiche Morley Ivers, President, Workplace By OS33 Chris Ewing, President and CEO, One Inc. Kevin Baer, Founder, Baer Coaching Cameron Greenlaw, COO, LifeBuilders

Leticia Santiago, Director of Operations at Life and Annuity Masters and Toni Golden, President and CEO of The Toni Group, join host Rich Grisham to discuss their involvement in WEFI (Women Empowering Financial Independence). This group’s goal, simply put, is to reach out to individuals to let them know who they are and that resources are available to help them be successful. They support and educate both newly licensed and seasoned veterans, focusing on empowerment and education. It’s a wonderful story and we’re delighted to bring it to you directly from the people that are making it happen!

Bill Levinson discusses the latest technology in the Insurance Industry, including the changes in products and agent platforms that continue to help agents sell. 

Tom Scales - Head of Americas Life, Annuity, and Health for Celent - joins host Rich Grisham to take a look at the big trends of the life insurance industry as we look back at 2018 and forward to 2019. From technology to product, distribution to end consumers, Mr. Scales has his finger on the pulse of our industry like few others.

This episode of the Pipecast features Bill Levinson, the Managing Partner of Levinson & Associates. He and host Rich Grisham discuss a wide array of topics about the life insurance industry, including the changes in products and technology over the past two decades, his approach to recruiting and keeping top talent, the interesting choices consumers have in purchasing insurance these days, and much more.

This episode of the Pipecast features Chip Van Dusen, one of the most influential figures in the life insurance distribution space. As President and CEO of Diversified Brokerage Services, a highly successful industry leader, Mr. Van Dusen has personally seen and participated in the transformation of our marketplace. Join him and host Rich Grisham as they survey the current landscape from a people, technology, legal, and recruiting standpoint.

This episode of the Pipecast features Steve Sanders, Senior Vice President and Chief Marketing Officer at Columbus Life Insurance Company. Steve discusses the evolution of the insurance industry from his perspective over the past two decades, touching on how his organization manages its most important goals in an ever-changing landscape. From recruiting to training, marketing and service, Mr. Sanders’ tales of successes and challenges are relevant to all of us in the life insurance industry today.

This episode of the PipeCast features Jennifer Richards, Head of Life/Disability Insurance New Business & Underwriting for MassMutual. She shares fascinating insights about the nuances of underwriting in 2018, how technology and human intelligence intersect, the importance of a positive work environment, and much more in a wide-ranging discussion.

This episode of the Pipecast features Jeff Shaw, the Executive Director of the Life Insurers Council. Jeff dives deeply into the strategies and nuances of small life insurance companies and thriving in a competitive market, competing for business and awareness from larger, more ‘traditional’ organizations. It’s a fascinating look at how the combination of strong leadership, technology, and focus can drive significant growth and success for companies of all sizes.

This episode of the Pipecast features John Hyde, the President and CEO of CapitalRock, discussing the impacts of regulation on the financial services industry and the software that professionals use to sell and distribute products. It’s an especially pertinent discussion, looking at the uncertainties of pending rulings and how consumers and advisors must navigate the ever-changing landscape.

This episode of the Pipecast features John Jevin, the Senior Director of Application Development at Aetna. John joins us to discuss the ever-changing landscape of the senior insurance market, including why it is so attractive to so many stakeholders, the role of technology in that market, and barriers that organizations must overcome in order to succeed. Whether you’re involved in the senior insurance market as a technology provider or insurance carrier - or simply have family members entering the space as end consumers – this discussion is of heightened importance entering the new year.

This episode of the PipeCast features Jennifer Fitzgerald, the CEO and co-founder of PolicyGenius. In a fascinating and wide-ranging interview, she discusses what prompted her to become an early leader in the world of InsureTech, the most important aspects of PolicyGenius as an organization, the opportunities and challenges that await in the life insurance industry, and much more. A must-listen for everyone interested in insurance, technology, and leadership!

This episode of the PipeCast features Greg Zahn, Assistant Vice President of Institutional Distribution for Highland Capital Brokerage discussing everything about modern life insurance distribution. From technology to data gathering, creating innovative ways to reach new customers, maintaining a world-class distribution system, and consistently meeting and exceeding results, Greg is in the middle of it all. He joins us today to explain what this all looks like right now – and where it’s heading in the future.

David Smith on using widget technology to improve how insurance is bought and sold - MAF115 In this episode, I talk to David Smith from iPipeline. We chat about how iPipeline are using widget technology to improve how insurance is bought and sold. Welcome to episode 115 of the Marketing and Finance Podcast. We chat about: How iPipeline come up with ideas and develop them into helpful technology widgets Retaining the human touch even when talking about tech How the supermarket shopping bag tax inspired the "Life Genie" insurance nudge for mortgage brokers Using form technology to give advisers and clients a low hassle way to put plans under trust Who David Smith? David works for iPipeline UK and is responsible for distribution relationships and integrations with iPipeline's market leading protection platform, annuity service and point of sale technologies. Links and Show Notes. For links to the books and apps mentioned by David, please visit http://rogeredwards.co.uk/MAF for the show notes. What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. The MAF Podcast is a 30 minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio. Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about: How you can grow your business using content marketing and social media How you can keep your Marketing strategy and communications simple Topics, issues, products and business models from the world of finance You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business. I’m your host, Roger Edwards. A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success. An experienced marketing professional helping businesses with their marketing strategy, content and social media. Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident. He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker. Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes Fancy Appearing on the Show? Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk