The Financial Institution Insurance Council Presents

Long Term Asset Protection

In this episode we do a case study on how to work with a strategic partner to successfully solve for your client's long term asset protection needs using hybrid LTC solutions. Topics included are:
How to integrate the discussion into the sales process
How to make it turn-key for the advisors
Learning from past mistakes
Engaging the next generation
Thank you to Hugh Cameron and Frank Rehhaut for agreeing to share their strategies.
The episode can also be found on your favorite listening platform.

Reinventing Sales & Service Training with Generative AI

In this episode we conduct a case study on using AI to dramatically improve the onboarding and training of sales and service personnel. We explore how First Mid worked with Nurix to completely reinvent and dramatically improve their training effectiveness. We also explore the many planned future iterations of the AI training system to understand the potential of this groundbreaking strategy.
Thank you to Clay Dean, Erin Donnelly, Zayda Marrie, and Abhishek Asawa for their participation and insights.

Financial Wellness & Disaster Savings Accounts

In this episode the co-founders of FIIC, Bob Mittel and Scott Stathis, talk with members about the benefits of adopting a financial wellness posture while working with clients to protect their assets.
In addition, Kevin McKechnie from partner institution The American Bankers Association, discusses the evolution of Disaster Savings Accounts and the value of using these tax advantaged vehicles as a means of asset protection.

The Value Propositions New Members Bring to FIIC

In this episode we discuss having the right portfolio of protection products, how to work with clients to discuss all their protection needs, and addressing underserved markets.
Our Guests:
Larry Pereiro of Elite Agent Solutions
Hugh Cameron of JBC Companies
David Seidel of Securian

Mass Market to High Net Worth – Serving All Segments

In this episode we discuss optimizing different strategies and product sets for different markets, leveraging technology for segmentation, the importance of client education, and future trends in the protection market.
Our Guests:
Matt Herz of COVR
Scott Stevenson of Foundation Risk Partners

Ensuring tomorrow: How end-to-end insurance solutions are changing the insurance landscape

Join us for an enlightening discussion with industry experts Sarah Marriott and Charlie Towson from Zinnia along with Jeff Ferraris from University Federal Credit Union as we explore the transformation of insurance distribution and fulfillment. This panel will delve into how technological advancements have revolutionized the insurance journey, from innovative product development, to streamlined drop ticket processes, enhancing efficiency and transparency for carriers, advisors, and clients alike. Jeff will share his experience transitioning his life insurance business to an outsourced partner utilizing Policygenius Pro.

2024 Regulatory Update

This episode features Kevin McKechnie of ABA and Arshawn Teymoorian of McIntyre & Lemon discussing important legislative and regulatory updates which affect financial institutions selling insurance, risk management initiatives, compliance issues, and ABA’s advocacy efforts.

Countdown to Extinction - The expiration of the estate and gift tax exemption

This episode of FIIC presents titled “Countdown to Extinction” focuses on the estate and gift tax exemption that is scheduled to expire in Dec of 2025. This discussion features Mike Razkowski, the Lead Advanced Markets Attorney from Highland Capital. Mike discusses what’s likely to happen with the exemption during an election year, the call to action, the math of gifting, and the relationship development opportunity inherent in the discussions that should be had with clients.

Financial Wellness - Delivering more than lip service

In this episode of FIIC Presents we discuss Financial Wellness. What actually is Financial Wellness? How can financial institutions play a role in improving financial literacy? How do protection needs come into play in this construct? Can technology be leveraged to provide Financial Wellness? We are joined by an insightful panel from the industry.
Patrick Cahill – Coventry (Formerly)
Bill Frier – First Citizens
Hector Madueno – SAFE Credit Union
Nicholas Ross - Financial Independence Group
David Simula – SAFE Credit Union
The Financial Institution Insurance Council is a consortium of Stathis-Mittel and the American Banker’s Association. The organization has created a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.

Health and Wellness - Uncovering Hidden Opportunities

In this episode of FIIC Presents we discuss trends in the life insurance market which create opportunities for consultative advisors including managing life insurance as an active asset, in-force policy management, working policy reviews into the advice process, and participating in the financial wellness education trend.
Our panelists include the following:
AJ Long from Specific Solutions
Patrick Cahill from Coventry
Kelly Lytle from Proformex
With special guest appearances from the following:
Peter McDonnell from M&T Bank
Tom Long from Specific Solutions
The Financial Institution Insurance Council was formed as a consortium of Stathis-Mittel Business Intelligence, the ABA, and state bankers, the organization has created a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.