Beyond the Challenge

Kevin and Sandy Dougherty go back to past episodes and discuss what some of their most influential and forward-thinking guests had to say when asked, “What is the biggest opportunity for the insurance industry over the next 3-5 years?”. In this episode you will hear from Mike Hamilton, SVP, Chief Distribution and Marketing with RBC insurance. Bill Wheeler, President, Athene Holdings. Tim Ash, CEO...

Kevin and Sandy Dougherty talk with Rob Grubka, CEO Health Solutions at Voya Financial about the opportunities and challenges for voluntary employee benefit providers. As a member of Voya’s Enterprise Leadership Team, Rob also ensures Voya Employee Benefits aligns with Voya’s key priorities and collaborates with partners across the company to provide holistic financial wellness solutions to custom...

Kevin and Sandy Dougherty talk with Bruce Parker, President, Global Life Insurance at Pan-American Life about leading an international organization through a pandemic. Bruce is responsible for all Pan-American Life’s individual life and personal accident business lines. In this capacity he leads the international life business in Latin America and the Caribbean and serves as the Chief Ex...

Kevin and Sandy Dougherty talk with Nick Lane, President at Equitable about the challenges insurers are facing as they try to meet new customer needs while improving their core insurance functions. Nick leads the company’s Commercial Businesses and its Marketing and Digital functions. He is a member of the Equitable Holdings (NYSE: EQH) Management Committee. Mr. Lane has held many leadership roles...

Kevin and Sandy Dougherty talk with Tom Hegna, President TomHegna.com and industry speaker about training agents to help people retire the “optimal” way. Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former First Vice President at New York Life, retired L...

Kevin and Sandy Dougherty talk with Paul Quaranto, Chairman, Chief Executive Officer and President at Boston Mutual Life Insurance Company about the challenges and opportunities facing insurance organizations and the need for innovation to stay relevant. Under his leadership, Boston Mutual Life has achieved solid financial results and positioned itself for future success as a niche provider in the...

Kevin and Sandy Dougherty talk with Mike DeKoning, SVP Thrivent Financial about the challenges and opportunities for fraternal organizations and the need for both transformation and innovation to thrive. Mike is responsible for developing Thrivent’s portfolio of insurance and annuity solutions. He oversees the life, health and annuity product lines and is accountable for the integrated go-to-marke...

Kevin and Sandy Dougherty talk with Rino D’Onofrio, President and CEO RBC Life Company about staying relevant, embracing new technology and reimagining product design. Rino sits on the Board of the Canadian Life and Health Insurance Association and is also a member of the Standing Committee on Marketplace Relations and the Product Sanding Committee. Rino is the past Chair of the LL Global Board of...

Kevin and Sandy Dougherty talk with Cynthia Tidwell, President and CEO at Royal Neighbors of America about the challenges faced by fraternal carriers and her experience as an executive woman in the insurance industry. Cynthia is a visionary leader, and expert in organizational turnaround, revitalization, and transformation.  She has a long history of inspiring staff and colleagues to passiona...

In this episode, Kevin and Sandy Dougherty talk with Pat Foley, COO at Ashton Thomas Private Wealth about his insights on how some carriers are struggling to stay relevant while others are embracing new technology to help scale, cut costs and grow new distribution channels. Pat is an action-oriented visionary with progressive leadership experience in world-class insurance organizations. Pat is ade...

In this episode, Kevin and Sandy Dougherty talk with Bill Wheeler, President, Athene Holdings about his insights on how carriers can stay relevant and the opportunities he sees for the insurance industry through mergers, acquisitions, and strategic partnerships. Bill is responsible for Athene’s overall strategic direction. In particular, Bill oversees all of Athene’s business units, which includes...

In this episode, Kevin and Sandy Dougherty talk with Tom McInerney about his insights on how carriers can stay relevant and the opportunities he sees for the insurance industry in the next three to five years. “Tom” J. McInerney is President, Chief Executive Officer, and a Director of Genworth. He joined Genworth in January 2013 from The Boston Consulting Group, where he served as Senior Advisor s...

In this episode, Kevin and Sandy Dougherty talk with Richard DeSousa, SVP Strategic Partnerships with SCOR about his insights on how carriers can stay relevant and the opportunities he sees for the insurance industry in the next three to five years. Richard leads a team developing new client solutions which are focused on helping end consumers get relevant protection offerings. His team is also re...

In this episode, Kevin and Sandy Dougherty talk with Ian Jeffrey, CEO of Breath Life, an InsurTech organization offering a unified distribution platform for the insurance industry. Ian offers his insights on how carriers can move from a traditional insurance carrier to an insurer of the future through digital transformation.

Sandy Dougherty talks Terri Kallsen CFP ®, COO with Wealth Enhancement Group about challenges facing Registered Investment firms and the opportunities she sees over the next three to five years. Terri was the named The Financial Woman of the Year in 2019 by the Financial Women of San Francisco. Terri served most recently as Executive Vice President, Investor Services at Charles Schwab in San...

Kevin and Sandy Dougherty talk to Nash Subotic, Founder and CEO of WestPac Wealth Partners. Nash oversees the strategic direction of the firm, talent acquisition, and advises high net worth clients. Nash is a Registered Principal, he holds Series 7, 65, 63, 24, and Life & Health licenses. /COMPLIANCE:2020-3339/

Kevin and Sandy Dougherty talk to Scott Jarred, CFP®. Scott is the founder and CEO of Invst. His mission is to educate, guide, and counsel people toward reaching their full financial potential. Scott offers insights on the opportunities and challenges facing financial services and the Insurance industry.

Today's Guest: Nicolas Lance, Global Business Transformation Leader Kevin and Sandy Dougherty are talking with Nicolas Lance about the future of distribution and how technology is helping cut costs and increase sales.

Today we are talking with Jon Stenberg, Executive Vice President, Individual Life at Symetra about how technology is helping to close the coverage gap.

Host Sandy and Kevin Dougherty speak with Tim Ash, CEO at Ash Brokerage about the challenges and innovations faced by Insurance carriers and producers in a new virtual selling environment.

Host Sandy Dougherty continues the interview with Mike Hamilton, Senior Vice President of RBC. They talk about innovation and technology in the insurance business and the changes that are occurring.

RBC Senior Vice President Mike Hamilton joins host Kevin Dougherty to talk about how financial services have managed the challenges of the pandemic, an aging sales force, and new technology.

In this episode, hosts Kevin and Sandy Dougherty welcome you to the new podcast, discuss what you'll hear, and share some insights from the guests who have been interviewed.