The Financial Institution Insurance Council Presents

Insure Connect - Uncovering the Unmet Insurance Needs of the Masses

In this episode of FIIC Presents, we discuss how technological advances are helping us meet the protection needs of the mass market. We also discuss the critical differences between the mass market and the upper income markets, and how to serve those needs effectively. We discuss life events and milestones that should be triggers for protection need opportunities. We do this with the help of our subject matter expert panel consisting of the following:
Wayne Goshkarian of Dylan Consulting, who created on online protection and benefits solutions center,
Mike Stapleton of Policygenius Pro, and online insurance marketplace that let’s advisors in banks and credit unions efficiently serve and manage protection needs of their clients.

Protecting the Wealth Plan

Welcome to Financial Institution Insurance Council Presents!
This month listen in on a panel of experts as they discuss how to optimize a financial plan by making sure the assets are protected. Our panel includes:
Kevin Hughes – Envestnet/MoneyGuide
Dawn Goldbacher – Prudential - Individual Life
As well as several executives from the listening audience who share their insights.
Topics discussed include the following:
The added relationship value provided by including asset protection in the wealth plan.
Examples from other channels in the financial services industry.
How to increase client base penetration of asset protection services.
How to structure compensation to eliminate roadblocks.
How teaming can increase the provision of asset protection services.
Leveraging a "Family Asset Management & Protection Plan" construct.
How technology is helping with client engagement.
ABOUT
The Financial Institution Insurance Council was initiated as a consortium of Stathis-Mittel Business Intelligence, the ABA, and state bankers. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of its clients.    Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients.
Website: https://fiinsurancecouncil.com/
Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/
 

Protecting Your Kingdom - Leveraging Multi-Channel Strategies for Life Distribution

Welcome to Financial Institution Insurance Council Presents
 
In this episode, co-managing directors Bob Mittel and Scott Stathis moderate a discussion on how to leverage a multi-channel strategy to optimize life insurance sales.
You'll hear from experts, including:
Mark Chibbaro, President of Back Nine Insurance
Steve Hawkins, Director of Third-Party Affinity Marketing at Mutual of Omaha
Brad Coffin Life Brokerage Sales Director at Mutual of Omaha
David Coggins Financial Institution and Mutual Channel Manager at Ash Brokerage
David Jabczenski, Program Manager for Westcom Financial Services.
In this episode, you will learn the following:
Discovering how Westcom Financial Services leveraged technology to engage members and increase penetration of insurance products.
Mapping distribution channels and specific products to targeted client and prospect segments.
Leveraging financial wellness education to increase awareness of asset protection.
ABOUT
The Financial Institution Insurance Council was initiated as a consortium of Stathis-Mittel Business Intelligence, the ABA, and state bankers. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of its clients.    Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients.
Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/
Website: https://fiinsurancecouncil.com/

How to drive AUM production and insurance sales

Welcome to Financial Institution Insurance Council Presents!
 
In this episode,  co-managing directors Bob Mittel and Scott Stathis moderate a discussion on how to drive AUM production and insurance sales with client education and financial planning.
 
You'll hear from experts, including:
 
Miriam Lawrence, Director of Corporate programs at Horse's Mouth
Troy Wada, Principal Wealth Manager and Founder of Impact Wealth Solutions
Matt Donahue, Managing Member of Mission Financial Planners, Satara Investors.
 
You'll learn the following:
 
How to differentiate your practice, generate more referrals, and enable you to gather more assets, and grow your business.
The pitfalls of self-insuring long-term care.
How to use webinars to generate leads. 
And more!
 
ABOUT
 
The Financial Institution Insurance Council is a consortium of the American Bankers Association, The North Carolina Bankers Association, and Stathis - Mittel Business Intelligence. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of its clients.    Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients.
 
Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/

Life Insurance Awareness Month

Welcome to Financial Institution Insurance Council Presents! 
In this episode, FIIC reaches a milestone by celebrating one year. To mark the occasion FIIC co-managing directors Bob Mittel and Scott Stathis moderate a discussion for Life Insurance Awareness Month. 
You'll hear from experts, including: 
David Coggins, Vice President-Financial Institutions at Ash Brokerage
Jen Teeters, Business Development Leader at Legal & General America
AJ Long, Vice President Of Distribution at Specific Solutions, Inc.
You'll learn: 
What financial advisors need to know about protection
Why Life Insurance Awareness should be longer than a month 
The best opening statements and discovery questions to open life insurance conversations
The term advisors should never use during a conversation with clients.
And more! 
ABOUT
The Financial Institution Insurance Council is a consortium of the American Bankers Association, The North Carolina Bankers Association, and Stathis - Mittel Business Intelligence. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.    Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients. 
Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/
David Coggins https://www.linkedin.com/in/cogginsfinancial/
Jen Teeters https://www.linkedin.com/in/jen-teeters-mba-a7292212/
AJ Long https://www.linkedin.com/in/aj-long-37778780/
 
 
 

Cybersecurity: What Are Your Blindsides?

Welcome to Financial Institution Insurance Council Presents! 
In this episode FIIC sponsors, Travelers, share their insights on cyber security.
Cybercriminals are becoming increasingly sophisticated. Both individuals and organizations need to be on the front foot of defense to avoid costly errors. 
FIIC co-managing directors Bob Mittel and Scott Stathis lead the discussion with panelists:  
 
Eric Marshall, Managing Director, Financial Institutions,  Travelers 
Ted Landsdale, Senior Claim Counsel, Travelers
Ken Morrison, AVP, Cyber Risk Management, Travelers 
You'll learn: 
what financial institutions can do to protect themselves against cyber risks
the top claims made involving cybercrime
potential big losses and how to avoid them
how safe your information is in the cloud.
And more! 
Don't miss this important discussion on cyber security and how you can keep your clients safe. 
ABOUT
The Financial Institution Insurance Council is a consortium of the American Bankers Association, The North Carolina Bankers Association, and Stathis - Mittel Business Intelligence. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.    Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients. 
Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/

Property & Casualty - Hear All About it!

Welcome to Financial Institution Insurance Council Presents! 
In this episode, you'll hear about Property and Casualty.
For this discussion, FIIC co-directors Bob Mittel and Scott Stathis lead a panel with industry experts: 
- Bob DalSanto, Western & Financial Group
- Molly Glaser, Huntington Insurance, Inc
- Jim Sorebo, Highland Capital Brokerage 
You'll learn: 
The best practices to help drive growth in life insurance sales
How to remove barriers for advisors to sell life insurance
How can we get better at initiating the protection discussion?
FIIC's standardized process for policy reviews. 
ABOUT
The Financial Institution Insurance Council is a consortium of the American Bankers Association, The North Carolina Bankers Association, and Stathis - Mittel Business Intelligence. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.  Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients. 
Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/
 

Protecting Income & Assets

Welcome to Financial Institution Insurance Council Presents! 
In this episode, you'll hear all about Protecting Income Assets.
For this discussion, FIIC co-directors Bob Mittel and Scott Stathis are joined by Melissa Snyder from Ameriprise and Steven Cain of LTCI Partners. 
You'll learn: 
The current state of the market
How do different States approach long-term care
Best practices for advisors
How to react if a client wants to self-fund long-term care.    
You won't want to miss this panel on long-term care and insurance. 
ABOUT
The Financial Institution Insurance Council is a consortium of the American Bankers Association, The North Carolina Bankers Association, and Stathis - Mittel Business Intelligence. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.  Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients. 
Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/
 

Everything You Ever Wanted to Know About Protection but were Afraid to Ask

Welcome to Financial Institution Insurance Council Presents! 
In this episode, you'll hear Everything You Ever Wanted to Know About Protection but were Afraid to Ask.
For this discussion, FIIC co-directors Bob Mittel and Scott Stathis review content from panels held in the past six months. They share the best insights and answer questions from the audience.   
You'll learn: 
Why policy reviews are the secret sauce to cracking the protection conversation
How to become a trusted advisor
The six core needs every advisor needs to know
How to increase engagement across teams, advisors, and clients?    
ABOUT
The Financial Institution Insurance Council is a consortium of the American Bankers Association, The North Carolina Bankers Association, and Stathis - Mittel Business Intelligence. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.  Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients. 
Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/
 

Real-World Examples of How Banks can Generate Meaningful Engagement & Extract Exponential Value

Welcome to Financial Institution Insurance Council Presents! 
In this episode, you'll hear a panel about Real-world examples of how banks can generate meaningful engagement & extract exponential value from enforce assets moderated by FIIC co-managing directors Bob Mittel and Scott Stathis. 
In this episode, you'll hear from experts including: 
Don Davenport, Wells Fargo
Kelly Lytle, Proformex
Jessica Male, Wilmington Advisors at M&T
You'll learn: 
How to create value for clients
What surprises exist in the insurance book
Why team structure is important 
The benefits of proactive policy management.
ABOUT
The Financial Institution Insurance Council is a consortium of the American Bankers Association, The North Carolina Bankers Association, and Stathis - Mittel Business Intelligence. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.  Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients. 
Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/