The Nassau Reimagine Podcast

James Benham returns as the newly minted author of Be Your Own VC . James is the CEO of JBKnowledge, TerraClaim, and Smart Compliance. He comes from a family of entrepreneurs who taught him firsthand how to create success. He has done the hard work and wants to share the lessons that matter most. Listen to learn his '10 Bootstrapping Principals to Generate Cash and Keep Control'.   Links mentioned...

The world is facing catastrophic consequences as a direct result of climate change. Charlie Sidoti , Executive Director, and Stephanie Simon , Head of Partnerships at InnSure , join us to discuss how InnSure is incentivizing bold and decisive action by the industry to help combat this threat. We exchange information and ideas about specific opportunities to support innovation at the nexus of insur...

Serial entrepreneur and venture builder, Hadi Radian, shares his advice for entrepreneurs who are just starting out and for those looking to take their business to the next level. Listen and learn how he and the team at Asteya are working to make income insurance accessible to everyone irrespective of their age, gender, or income.   💡: It's a privilege to make mistakes. Connect with Hadi: https:/...

Sheryl O'Connor and Steve Kellar join us to discuss how IncomeConductor – a proprietary, time-segmented, online tool empowers advisors, firms, and individuals internationally to plan for retirement more simply, more accurately, and more reliably. We discuss how to change client focus from investment returns to income reliability and much more.  Connect with Sheryl O'Connor, CEO & Founder, IncomeCo...

Transformation. Acceleration. Solutions.   The next wave of technology is here - helping transform and enable the insurance industry. Vinod Kachroo, CEO at Innoveo, joins us to talk state of the industry, insurtechs, and why no code is the best code. Listen and learn how the work Innoveo is helping to make building enterprise applications cool again - by transforming digital experiences and achiev...

In a sea of thousands of insurtechs, how can you discover those who can help create new experiences and solutions? From a front-row seat to the evolution in insurance technology to the recent acquisition of his company, industry veteran, Mark Stender, CEO of Intellagents, a Fatbrain AI Company, joins us to share insights on how you can dramatically accelerate profitable innovation in one simple, c...

Events are more important than ever. People are coming back together, seeking meaningful, shared experiences. In this episode, we spoke with Allie Greene, Co-Founder & VP; of Throwing Star Collective, and Chip McCabe, Director of Placemaking & Events, Hartford Business Improvement District. Listen to our discussion about trends in the events industry, creative ideas to engage attendees, and why it...

Over the course of three days, over 9,000 people in the insurance and insurtech industry convened in Las Vegas to showcase new innovations, learn how to increase productivity and reduce costs, and ultimately enrich the lives of policyholders. For us, #ITC2022  was about reconnecting in person with the community that helped build us. Special thanks to  Connecticut Insurance & Financial Services (CT...

In this episode, Paul Kalbfleisch and Jackie Mandyck discuss how cities foster innovation and what that means to advance innovation in the insurance ecosystem and our community. Innovators and creatives benefit from the ability to collaborate and mash together. Listen to learn how the design and activation of public places can facilitate play, create joy and help advance a more collaborative tomor...

The Anthropology of Innovation with Byron Reese This week we spoke with futurist, entrepreneur, and author Byron Reese about the anthropology of innovation and the transformative effect of technology on the workplace and on society at large. Plug in and learn about, Stories, Dice, and Rocks That Think : How Humans Learned to See the Future — and Shape it. What makes the human mind so unique? And h...

Mark Seghers, CEO, and Co-Founder of Inspire Health Tech join Paul Tyler, CMO, Nassau Financial Group, and Laura Dinan Haber, Innovation Program Manager, Nassau Re/Imagine to discuss the use of artificial intelligence as a tool to provide unbias information in order to gain valuable insight into making purchasing decisions.   'As Artificial Intelligence and predictive analytics take hold in the Me...

Session 6: Core Advisor Software "Reshaping the Retirement Conversation with Better Advisor Software" Developing a thoughtful, thorough retirement plan today requires increasingly specialized expertise in needs analysis, risk assessment, product selection, Social Security optimization, health care planning, performance management, and psychology. In an increasingly litigious environment, providing...

Climate change promises to impact more than the property & casualty sector. The Department of Labor recently released a "Request for Information on Possible Agency Actions to Protect Life Savings and Pensions from Threats of Climate-Related Financial Risk." Home equity comprises a major part of retirement savings, but many homes lay in regions under threat of flooding from climate change. Should t...

Session 4: Risk Management "Keeping More Connected Seniors Safe" Prior to the pandemic, seniors proved to be the highest growing user segment for Facebook. As a result of the pandemic, they now know how to use a variety of video conference tools like Zoom and FaceTime. They search the Internet aggressively to learn more about our products than sometimes we do. How will this allow carriers to culti...

Nassau Re/Imagine Retiretech Forum Session 3: Product Innovation "How Will Key Product Categories Evolve over the Next Five Years?" Product innovation has only accelerated over the last five years. FIAs and RILAs have stormed to the center of most individual carrier's product agendas. The SECURE Act has opened the doors for intense focus of companies hoping to redefine the role of annuities and 40...

Retiretech Forum Session 2: Service & Operations "Moving Service Functions from the Call Center to the App Store" We still primarily serve our customers in a business model defined by answering inbound phone calls, managing forms, and opening lock boxes. However, the entire world, including seniors, is rapidly shifting to an app economy. The AARP found that individuals over 50 dramatically increas...

Nassau Re/Imagine Retiretech Forum Panel 1: Sales & Marketing "Starting Retirement Planning Discussions in an Increasingly Distracted World" Retirement planning is a critical need for millions of Americans. However, it's never been harder than it is today to start that important conversation. Call screening technology grows more sophisticated. Digital ad prices increase. Email open rates decline....

CX and the art of storytelling have the power to motivate internal and external stakeholders. Done well, you can create value. Done poorly, and you may become the next meme. So how do you effectively harness that power to make external sales, build brand value, or sell innovative ideas inside a formal company? Join us as we discuss Innovation & CX with Scott Campbell, Senior VP & Chief Client Offi...

We're here today to talk about Roger's latest book, A New Way To Think, and explore how to drive innovation inside corporations. Roger L. Martin is a professor of Strategic Management, Emeritus at the University of Toronto's Rotman School of Management, where he also served as Dean. In 2017 Thinkers 50 named him the world's number one management thinker. He has published 12 books. Join us for our...

Today we are continuing the conversation about innovation in senior health. From CMO at Bally Fitness to serial entrepreneur; Martin Pazzani joins us to share his focus on reinventing the fitness business as upstream preventive healthcare. The question has now become: are you going to die too soon or live too long? Could it be a key to threats facing the insurance industry?  Listen to gain insight...

We recently attended the first Medicarian conference in Las Vegas. Jay Weintraub took the top Medicare Supplement conference and broadened it to include innovation. Innovation across the entire senior healthcare space. We interviewed a number of leaders on the event floor and pulled the recordings into three podcasts. Today, in part 3 of 3, we'll explore innovation in improving senior health care....

We recently attended the first Medicarian conference in Las Vegas. Jay Weintraub took the top Medicare Supplement conference and broadened it to include innovation. Innovation across the entire senior healthcare space. We interviewed a number of leaders on the event floor and pulled the recordings into three podcasts. Today, in part 2 of 3, we'll explore innovation in customer creation. Recent reg...

We recently attended the first Medicarian conference in Las Vegas. Jay Weintraub took the top Medicare Supplement conference and broadened it to include innovation. Innovation across the entire senior healthcare space. We interviewed a number of leaders on the event floor and pulled the recordings into three podcasts. Today, in part 1 of 3, we'll explore innovation in distribution. People want peo...

In this episode, we welcome Justin O'Keefe, CEO & Founder, MAPP - The Memorial Asset Protection Plan. Through hands-on and intentional planning, Memorial Asset Protection Plan helps transition assets from one generation to the next after the loss of a loved one. Money lives and it will go somewhere. Where it's going to go is the big question. MAPP helps answer that question and more.  Listen to ga...

Innovation is key to the survival of humankind. The ability to adapt and change. So why is it that most humans fear change? In this episode, we welcome Paul Bailo, Chief Executive Officer of PIP Consulting Group by day, professor by night, author, and social entrepreneur.  Join us as we discuss creativity, innovation, corporate culture, and navigating the importance of the creators, maintainers, a...