The Financial Institution Insurance Council Presents

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,...

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 protecti...

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...

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 thi...

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

In this episode we discuss planning with the HNW for market and tax uncertainty, the segments that have a tax target on their backs, special circumstances for business owners, and hedging plans to accommodate volatility.   Our guests are Jason Morelli and Michael Raczkowski from Highland Capital Brokerage.

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 ag...

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...

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...

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

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

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 dr...

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.

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 deve...

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 –...

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...

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 s...

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 in...

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 Cof...

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 Fou...

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 Devel...

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...