The Financial Institution Insurance Council Presents

This episode explores three main themes; how protection products can create loyalty by solving real customer problems, how homeowners insurance should be integrated into the mortgage process early on, and how pet insurance is becoming part of household financial planning.
Customers are more likely to value their financial institution when it helps them navigate stressful, expensive events—not simply when it offers typical banking products. Convenient access to protection strategies like homeowners or pet insurance can position the institution as a broader financial partner.
Listen in as our expert panel discusses these important themes.
Bernardo Roque de Pinho from HoneyQuote
Todd Brooks from Embrace Pet Insurance
Special guest, Lisa Miller, former Deputy Insurance Commissioner of Florida

Your institution’s clients are buying insurance every day. They should be buying it from you! In this episode Heath Boeke, the co-founder of the National Credit Union Insurance Alliance, and Blake Arko, the CFO of Great Lakes Credit Union Holdings, discuss the halo effect of protecting client assets and what it takes to launch a successful insurance offering.

Your institution’s customers are buying life, home, auto, and commercial insurance from someone else every single day as you watch valuable revenue and relationship opportunities walk out the door even though banks possess every structural advantage needed to dominate this market.
This conversation debunks persistent myths about balance-sheet risk, reputational exposure, and licensing complexity, and delivers a practical roadmap to turn insurance sales into recurring, non-interest fee income that generates valuable multi-generational referrals.
Listen to the leaders who wrote the playbook and bankers who executed it!
Arshawn Teymoorian, McIntyre & Lemon, PLLC – author of The Unclaimed Frontier
J. Kevin A. McKechnie, Senior Vice President & Director, ABA Office of Insurance Advocacy
Dan Bonano, Vice President, Bank Channel Strategy, Franklin Madison
Ryan Newman, President, TRB Insurance - A division of Texas Regional Bank – who recently built a successful top tier insurance agency inside the institution.
Wayne Walkotten, EVP - Marsh Berry – Global Leader in Investment Banking and Consulting

In this episode we interview Vaib Saxena, founder of Infer, an agentic AI insurtech company. We focus on evolving opportunities for financial institutions to leverage AI to increase efficiencies, protect client assets, and generate more protection-oriented revenue.

Join Bob Mittel and Scott Stathis, co-founders of the Financial Institution Insurance Council, as they discuss proven ways to increase insurance sales in this punchy 26 minute conversation summarizing lessons learned from the past five years of hosting FIIC events, research, and discussions.
Highlights include the following:
Utilizing the best asset protection discovery questions
Building protection into retirement planning
Levers for increasing protection revenue generation
Unleashing the inherent competitive advantages of financial institutions

This episode of FIIC Presents dives into leveraging insurance technology to eliminate friction in the selling and buying process and consequently increasing insurance revenues. We’ll also discuss optimizing the client experience as well as the evolving impact of AI in our industry.
Our guests are
Art Delgado from Texas Regional Bank
Brett Tattersall from Back Nine Insurance
Melanie Rosenthal from Back Nine Insurance

In this FIIC Presents podcast episode we discuss the halo effects of providing pet insurance to your clients. The discussion includes the following:
Market statistics
The evolution of vet costs verses insurance costs
Pet telehealth
How employers are getting into the mix
The evolving involvement of financial institutions
 
Join Kelly Hebert of Comparion/Liberty and David Schaeffer from IMAC for this insightful discussion.

Join Arshawn Teymoorian of McIntyre & Lemon and the FIIC team as they discuss regulatory updates such as privacy laws and licensing uniformity, as well as deregulatory trends, and related opportunities such as partnering with Trust for the servicing of protection opportunities.

Join Paul Pichie of Back Nine and Bob Mittel of FIIC as they discuss creative insurance solutions for the middle and high-net-worth markets products aimed at college education, longevity, and tax efficiency. They also discuss the evolution and effectiveness of insurtech scalability.

Join Wayne Walkotten of MarshBerry and Scott Stathis from FIIC as they discuss key take-aways from the Bank Owned Agency Roundtable as well as the evolving State of the Industry metrics.
Discussion topics include the following:
Partnering with other lines of business
Incenting for internal insurance partnerships
Agency valuations
M&A Trending
Growth, profitability, and sales velocity trending