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Focus on InsurTech: Looking ahead and embracing disruption. My Industry Chat With Mike Kalen

I recently had an interesting conversation with my former colleague Mike Kalen, CEO of Covr Financial Technologies. Mike is a frequent speaker on InsurTech and FinTech innovation and has extensive experience as a leader in the insurance and financial services industry.

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The Benefits of Starting a Mentorship Program

A mentor is a helping hand, offering quality advice that’s honest and constructive. In other words, they share knowledge and provide a perspective you may not have, and can be a powerful and trustworthy resource.

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Save the Millennials (From Savings)

A study found that 66% of the millennials surveyed are more confident using savings accounts than workplace retirement plans, tax-advantaged plans, or real estate.

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My Industry Chat with Alex Weil, Managing Director, SenaHill Partners

I recently enjoyed the opportunity to sit down with Managing Director Alex Weil, of SenaHill, a merchant and investment bank connecting the dots between global financial institutions and financial technology entrepreneurs, to discuss FinTech innovation and the impact of changes in our industry.

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Making Insurance and Annuities Fun: My Industry Chat with Sheryl Moore

I was delighted to sit down with Sheryl Moore, president and CEO of Moore Market Intelligence and Wink, Inc. Annuities and Life Insurance Consulting. Sheryl and her team have a superior reputation and their competitive intelligence tools are essential for the insurance industry.

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My Industry Chat with George Chambers, Lee Barlas, and Ryan McCarty, Principals, Megastar Advisors

I sat down with George Chambers, Lee Barlas and Ryan McCarty, principals of Megastar Advisors — a leading FMO providing marketing, training and support to advisors — to discuss the state of our industry, including recent advances in technology and the essential supports advisors need.

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From Racquetball Pro to Financial Educator, my Industry Chat with John Amatulli, President and Founder of Amatulli & Associates Financial Services

How did Olympic silver medalist racquetball player Jon Amatulli wind up founding his own business? Check out our interview to learn how — and how he built his business to be in the top 1% in the industry.

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My Industry Chat with Ron Grensteiner of American Equity

I sat down with Ron Grensteiner, president of American Equity. From his career path to customer service to technology, our interview covered a lot of ground.

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A Focus on the Future Part II: My Industry Chat with Walter White

In part two of my sit-down with Walter White, President and Chief Executive Officer of Allianz Life Insurance Company of North America, we discuss the growing need for financial advice, particularly among Baby Boomers and Millennials, and why this is a golden time to be a financial advisor

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A Focus on the Future Part I: My Industry Chat with Walter White

I recently had the pleasure of sitting down with Walter White, President and Chief Executive Officer of Allianz Life Insurance Company of North America. Here are some excerpts from our discussion on the state of our industry, including how to address pain points through technology and client service.

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