We're on a roll! Panel #6 - Core Advisor Software is well underway! Panelists include representation from Asset-Map LifeYield Finance @IncomeConductor Wealth2k, Inc. #futureofannuities #clientretention #customersatisfaction

Mike Alexander shares one interesting technique he uses to captivate customers.💡Full episode: lnkd.in/gbv/PbNse #healthcare #medicarians #innovation

Innovation activity continues to build in Connecticut…

People need "Lego" blocks for personalized remote care monitoring of chronic conditions. Listen to Christopher Liechty talk about this concept on the full episode here: nfg.link/3RdKfV1 #innovation #healthcare #medicarians

Will the government change the rules of Social Security and provision of financial advice in was that will shake the bedrock of millions of plan assumptions? Listen to the "Evolving Our Products in the Next Five Years" podcast: nfg.link/3QgV6MK #innovation #retiretech

#Adventuring is about having new #experiences, gaining perspective, and appreciating the beauty in the world. It’s difficult to do any of these things if you’re distracted.✈️ Paul D. Tyler

Putting away #money for #retirement can be an arduous process. Once you figure out how much you need to save to retire, the real planning begins. Paul D. Tyler

Paul D. Tyler asks: “Have you ever run out of #money while you’re #traveling?”

Don’t get painted into a corner when you get close to taking Social Security. Great piece by Brian O'Connell: thestreet.com/personal-finan…

Booth crashing at #itc2022. MetroHartford Alliance Micruity ProNavigator Sureify AgentSync Brent Williams - Founder/CEO of Benekiva

Best (and cheapest) investment an advisor can make on SEO: Spend 30 minutes per week on LinkedIn. Had a great conversation on digital marketing for agents and advisors with Allison Bell thinkadvisor.com/2022/10/24/how…

Coming soon - Working Forward, our new #podcast with nassau_reimagine! We discuss the future of work, with topics ranging from the accelerating emergence of data & technology to evolving workforce dynamics & what they may mean for #employers, employees & benefit solution providers.

Will we see you there? eventbrite.com/e/insurtech-is…

Last week I made my grand return to the nassau_reimagine Podcast with hosts Paul and Laura. We had a terrific time discussing how bootstrapping will thrive in 2023 & what it means to become a great bootstrapper. Listen to the full podcast episode here: apple.co/3FvN6EZ

Saw Bill Burr’s great show last night in Newark. They made us stuff our phones into faraday bags so we actually had to give the show our full attention. (BTW, our kids thought we had been kidnapped by the time we got out.) Couldn’t get a real pic, but AI came to the rescue.

Annuity products have changed a lot since the financial crisis of 2008. Consumer needs haven't. Spoke with Kerry Pechter about how he approached revising "Annuities for Dummies" - first published in 2008 - for audiences in 2023