Tag Archives: #Insurance

Episode 165 – The Rapidly Changing Product Landscape with Scott Hawkins

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

The Power Your Advice podcast welcomes Scott Hawkins, the Head of Insurance Research at Conning. Conning serves as a leading investment management firm, supporting institutional investors including insurers and pension plans with investment solutions, risk modeling software, and industry research.

Doug and Scott discuss the research themes Conning and its Insurance Research department are following, while also examining the rapidly changing product landscape and how consumers can stay consistently educated.

They also discussed:

  • The value-added differentiator Conning provides in insurance research
  • The restructuring of annuities, an area Hawkin’s team has been following for over a decade
  • The passage of SECURE Act 2.0
  • What the continued rising of interest rates has created for the annuity industry from the insurance side
  • How AI will affect the insurance industry
  • The opportunity in front of advisors in terms of retirement decumulation and protected products
  • Whether Hawkins is bullish on the industry’s ability to help consumers be successful given all the current variables

 

Resources: 

Conning

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Episode 127 – NYC Pop-Up Podcast: Becoming the Armor for Advisors – With Michael Konialian

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Michael Konialian is the CEO and Co-Founder of Modern Life. Modern Life is a tech enabled life insurance brokerage that knows innovation and insurance in equal measure.

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss Modern Life and its business of empowering advisors in their work distributing life insurance.

They also discussed:

  • The impact of COVID from both a sales and tech standpoint
  • The idea behind Modern Life, the road to get to where it is, and knowing when it was valuable to launch 
  • Empowering the advisor
  • If the advisors choice of brokerage matters to their clients in this business
  • The meaning behind being a tech enabled brokerage
  • What Modern Life is doing to improve on the Tech experience
  • The journey of building a concept and seeing it launch into success

Resources: 

Modern Life



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Episode 80 – Build the Holistic Offering Your Clients Need – With Mike Watson

Advisorpedia, Finance, Industry Innovators, Power Your Advice, , , , , , , , , ,

Axos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support to financial advisors. In his role as the head of RIA Custody there, Mike Watson is in a unique position to observe, understand and help advisors make sense of the constant evolution of client expectations and their own business models. 

In today’s episode, Doug and Mike talk about the re-emergence of the term “holistic advisor” and how the convergence between advisory practice types is driving advisors to once again redefine their practices to differentiate themselves. They also talk about

  • What it means to be a holistic advisor in 2022
  • The value of becoming a more holistic advisor – for their clients and for their practice
  • Why younger advisors are more likely than older to adopt this model
  • What trends Axos Advisor Services is seeing as their clients work to expand their offering to banking solutions, insurance,  annuities and other solutions
  • What are some first steps advisors can take to expand their offering and build deeper relationships with clients
  • How expanding your offering is good for your clients

Resources:  Axos Advisor Services

 

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Episode 38 -Insurance is Insurance Until You Have a Claim – with Bobby Hotaling

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

​​Bobby Hotaling is the founder of Hotaling Insurance Services, a full-service risk management firm and a global leader in managing the specific risks of the entertainment and sporting industries. In this episode of Power Your Advice, Doug Heikkinen and Bobby discuss how Bobby built the firm from scratch and why advisors should take the time to learn more about insurance for themselves and their clients.

  • Why Hotaling Insurance focuses on a broad gamut of risk management solutions
  • Why advisors and their clients must have a broad understanding of insurance
  • How Hotaling Insurance began working with professional athletes, and why he and his team enjoy working with them
  • How Bobby thinks the new administration’s changes to gifting and estate laws is going to affect individuals and business in general
  • What Bobby sees as in the future of the insurance industry

Resources: Hotaling Insurance Services | Hotaling Insurance Services

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