Retiretech

132 – Retiretech Vegas 2024: Unveiling the Future of Retirement Innovation

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. 🎧
Learn more about RetiretechTM at https://imagine.nfg.com/retiretech-2024/

#retiretech #medicarians2024 #retirementInnovation #podcast #lasvegas

 

Engage with Nassau Re/Imagine:
https://imagine.nfg.com/podcasts/
https://www.linkedin.com/showcase/nassau-reimagine

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber132 – Retiretech Vegas 2024: Unveiling the Future of Retirement Innovation
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109 The Anthropology of Innovation with Byron Reese

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

 Listen

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber109 The Anthropology of Innovation with Byron Reese
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108 Using AI to Make Unbiased Plan Decisions with Mark Seghers

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

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber108 Using AI to Make Unbiased Plan Decisions with Mark Seghers
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107 Reinventing Core Advisor Software

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/

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber107 Reinventing Core Advisor Software
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106 Addressing Climate Change Through Annuities

Session 5: Climate Risk

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/

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber106 Addressing Climate Change Through Annuities
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105 Keeping More Connected Seniors Safe Online

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, 

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/

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber105 Keeping More Connected Seniors Safe Online
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104 Evolving Our Products In The Next Five Years

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/

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber104 Evolving Our Products In The Next Five Years
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103 Moving Service To The App Store

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

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber103 Moving Service To The App Store
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102 Finding Customers In A Distracted World

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

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber102 Finding Customers In A Distracted World
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