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Happy Leap Day 2024! 🎉 Don't let this bonus day slip away! 🌟 Embrace the extra 24 hours to chase dreams, make memories, and accomplish more. 💪⏱️ #metesandboundstitle #floridarealestate #titleinsurance #floridarealtor #titleinsurance

Whether you plan to retire early or not, take these steps to be prepared when the time comes to stop working.

In April 2024, Retiretech took the stage in Las Vegas hosting over 60 speakers over two days of rich discussion and debate. One such discussion focused on Building Global Retirement Corridors. In 2022, the UK Government announced a groundbreaking agreement with Connecticut Insurance & Financial Services (CT IFS), the MetroHartford Alliance, the Connecticut Insurance Department , and Insurtech UK to launch a new InsurTech Corridor. Susan Winkler, the architect of this agreement, led the panel discussion about the next opportunities for private and state-assisted innovation. Here are three key messages we walked away with that are essential for driving successful global growth. 1. Partnerships: Building strategic alliances like the InsurTech Corridor is essential. These partnerships provide access to new markets, enhance local credibility, and bring valuable insights that streamline the expansion process.   2. Collaboration: Effective collaboration across borders fosters innovation and growth. This session highlighted how diverse perspectives and expertise lead to better decision-making and successful entry into new regions.   3. Providing Resources: Empowering teams with necessary resources ensures they can navigate new environments confidently. This includes everything from financial support to curated market introductions, enabling a smoother transition and sustainable growth.   Thank you to our moderator, Susan Winkler, Connecticut Insurance & Financial Services (CT IFS), and our speakers: Mike Hendy, British Consulate-General Boston, Gene Goddard, MetroHartford Alliance, and Laura Dinan Haber, Nassau Financial Group.   Follow us and join the conversation as we bring Retiretech back to Las Vegas in 2025: https://lnkd.in/eg_P8t2Q   #Retiretech #GlobalExpansion #Insurtech #BusinessDevelopment Medicarians

A good example of how to use service design, customer insights and customer journeys to create better value and inhouse collaboration. One of my last projects where we learned a lot together, as always! #servicedesign #customerjourney #customercentricity

Ready for a transformative moment in the title industry? Introducing #Horizon, the game-changing SaaS platform set to change how you fundamentally do business. Curious to know more? Here’s what it offers.  #TitleIndustry #Horizon #TitleInsurance

Insurers must bring new products to market fast and meet their customers' ever-changing demands to remain agile and competitive in the complex #insurance industry. Legacy modernization has become a question of not if, but when, to meet these demands and stay relevant now and in the future. Read ISG's report for the current market positioning of life and retirement PAS providers and Vitech's leadership positioning: https://lnkd.in/ezsUcqze ISG (Information Services Group) #VitechSystems #V3locity #insurtech

Imagine you run a business that has 330,300 identified prospects Now imagine you have a fantastic new offering to share with those prospects. What do you do when salesforce is your crm tool? Bring Salesvue to make salesforce actually work for your team and help them programmatically approach those 330,300 registered financial advisors who are all us based. That is what several of the largest #annuity #insurance #retirement providers have done. The metrics from these companies is phenomenal!! If you’re struggling to double your revenue without adding headcount take a look at Salesvue

Today the 2nd of January marks our first day back in the office. As the Christmas Tinsel is put back into the box for another year. It's a great day to reflect on what's behind a great year of customer growth and product development, but also look forward to the expectations of the new year. We start the year with some key product development including Regimental funds, Group Travel and the eagerly awaited Kit re-launch. Whilst we are extremely proud of the challenger role that we play in the market the real focus has to be on how we challenge ourselves. With the product refresh, we are focusing on our products and services, so that they continue to meet their needs and offer even better value, with the product innovations we believe we are breaking down barriers for our clients, making it even simpler to transact. As we approach February with our new policy wordings we will have secured the next step in our transformation journey for the most simple approach to insurance for our military clients. Our focus has been to get products to market that make a difference but we are focused on defining excellence as the products mature. In the words of George Elliot "It is never too late to be what you might have been", it typifies consumer duty to constantly reassess and redefine how we serve those who serve. #consumerduty #review #innovation #challenge

This is a great in person event. Join us for one of the two watch party events where we watch nationally recognized speaker, Tom Hegna, discuss the Risks of Longevity in Retirement. A live question and answer opportunity will follow each webinar viewing. Please either follow the QR code on the picture of email FLDFivePillarsFinancialGroup@Thrivent.com to RSVP for one of the two watch party events. Light refreshments will be served. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors. Thrivent.com/disclosures. No products will be sold. Tom Hegna is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Tom Hegna are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.

Join us for this live webinar today at 2 p.m. ET to learn: - What agencies need to know to successfully perpetuate internally - How some of the best agencies in the country have made internal ownership a reality - How these agencies have used internal ownership as a competitive advantage in attracting and retaining top-tier insurance talent