Nareit’s Post

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

💼🌟 The future belongs to those who plan for it. At Primerica, we empower you to take charge of your financial future with our comprehensive suite of services. Whether you're securing your family's well-being or preparing for future opportunities, we're here to help you navigate every step of the way. Let's build a foundation today that sets us up for success tomorrow. 🚀💪 💡🔒 With Primerica's robust financial strategies, you can proactively protect what matters most. From life insurance to retirement planning and investments, our solutions are designed to safeguard your dreams and ambitions. Let's ensure that your aspirations are not just dreams, but achievable goals backed by a solid financial plan. Together, let's embrace the possibilities of tomorrow with confidence and clarity. 🌈💸 👥🌐 Let's embrace the future, starting today. Whether you're planning for your family's future or aiming to capitalize on emerging opportunities, Primerica is your partner every step of the way. Join us in shaping a brighter tomorrow by taking proactive steps today. Together, we can achieve financial security and unlock the potential that lies ahead. 🎯✨ #FinancialPlanning #Primerica #FutureReady 

In this Money Marketing article, Angus MacNee discusses the benefits for financial advisers and business owners in being part of a community (irrespective of the stage of their career).  He highlights that being part of a community that shares your values can bring additional personal and professional fulfilment and business success, and it means you can be distinct and independent and yet connected and not alone.  You can read the article here: https://lnkd.in/eRPHhYXw Want to learn more about ValidPath and our community of independent financial advisers? Reach out to Richard Phillips, Mark Arthurs or Rory Jackson today. #IndependenceisEverything #ValidPathCommunity #IFANetwork

I am so excited about some of our upcoming events and offerings, and these are for our Thrivent Member Network - AND friends/family, so please feel free to SHARE! There are multiple things, so the best way for me to share is to share this link and ask you to check out ALL upcoming events - but here are my highlights! 1) We now have an "Iowa' Specific Tornado disaster match. I've talked to many folks that were personally affected by these, and Greenfield, IA was one especially devastated area. I have a ton of IOWA pride, and I want all to know of this matching opportunity. Make sure to click the link in the event to learn more - see the details! 2) Gary Chapman is coming to Cedar Rapids - IN PERSON! And we are also doing a generosity drive for our local Mission of Hope with that event. Please click that event link to see details (and the page for the Mission of Hope match is in the event) There are other locations to see there also! Click page 2! (Don't wait, just RSVP NOW, so you'll have it on the calendar and get the reminder) 3) Money Canvas - Thrivent's free money coaching program (free to ALL, not just Thrivent members) that was recently named 'ONE OF THE BEST financial wellness programs IN. THE. WORLD!, by the Institute for Financial Literacy. is also there for you to click and learn more - Please try a session for yourself, so you know exactly what it is, and let ME know what you thought afterwards! I challenge you that you WILL gain something unexpected, and the other win is you will now KNOW who in your life will truly benefit and you can share it help others! Myth: Money Canvas is for low-income households. Fact: Money Canvas is for anyone who manages a household budget. The average annual household income of Money Canvas users is $90,000. No matter the level of income, all users leave the program with a better handle on how they spend their money and behaviors they could change to spend less. CLICK HERE! https://bit.ly/3KHIddO See thrivent.com/social for important disclosures. No products will be sold.

What’s your wildest financial dream? Over the last 20+ years, I’ve heard plenty! Maybe you want to: • retire early and travel the world, experiencing different countries and cultures • pursue entrepreneurial ventures or passion projects without financial constraints • purchase your dream home or car and live a comfortable lifestyle • contribute to charitable causes and make a positive impact on society • create wealth as a lasting legacy, ensuring financial security for your family. At Signate Private Wealth, we’ll formulate tailored strategies to transform these dreams into reality. We start with an insightful discovery call, where we explore your passions, goals, and needs. This is followed by a comprehensive data-gathering phase to understand every facet of your current financial position. With this knowledge, we craft a personalised financial plan that evolves with your life journey. With Signate Private Wealth, there is no ‘set and forget’. We keep you accountable, setting your financial plan in action by implementing all of your personalised strategies. From implementation to ongoing support, we ensure your plan stays dynamic, adjusting to major life changes or market shifts. Feel free to call our office on 07 5580 9489, if you would like to make an appointment with one of our trusted advisers. #peterstevenson #signateprivatewealth #privatewealth #wealthmanagement 

🎉 This is one of the series of #thankyou posts, dedicated to our sponsors, without which #NorDevCon24 would not be possible! Welcome our Partner #sponsors: • Norfolk County Council is the largest democratic body in Norfolk, and their vision for Norfolk’s economy is to be #vibrant, #entrepreneurial, #sustainable  and supported by the right jobs, skills, training and infrastructure. Working with partners they address the drivers of socioeconomic #inequality, and work to increase #qualifications and #skills. They offer programmes to support business growth, #digitalskills and #innovation, and they seek to support the economic transition to net zero. • Aviva plc is a British multinational #insurance company headquartered in London. It has about 18 million customers across its core markets of the UK, Ireland and Canada. In the UK, Aviva is the largest general insurer and a leading life and pensions provider. And last, but not least: • Redgate Software is the leading provider of software solutions for Compliant Database #devops. They’ve specialised in #database #software for over 20 years. Their solutions currently help 800,000 people in every type of organisation around the world, from small businesses to 91% of the Fortune 100. Their solutions make life easier for #developmentteams, operations teams, and #itleaders by solving the database challenges in delivering software at speed. #sponsorship #techevent #eastanglia #norwich 

Today marks THREE years of working together with Jennifer (Jen) Ferron, CCP from Comp Savvy Inc., and we couldn’t be more thankful! Jennifer's dedication has been incredibly valuable to our clients, helping us achieve important milestones together. Here’s to many more years of success, growth, and shared achievements! #LoghrinGroup #Compensation #PayStrategy #PayEquity

Cheers to a wealth of possibilities in the new year! 🌟✨ As we welcome 2024, our team has written their resolutions to make this year our most prosperous one yet. #HappyNewYear2024 #NYE #teamgrowth #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary

🚀 Watch Kidbrooke's latest video to discover how KidbrookeONE can transform your analytics and data capabilities! 📊 Enjoy consistent information, assumptions, and calculations across all channels, ensuring a seamless and accurate experience for both your team and your customers. 💡 KidbrookeONE's comprehensive modules cover everything from market and ESG data to financial planning and portfolio analytics. This ensures you can deliver informed and reliable financial advice or guidance. #kidbrookeone #financialanalytics #investmentanalytics

CDFI Opportunity Crowdsourcing: Today, I had a great conversation with the CEO of Airbnb at Aspen Ideas. Brian (Left) shared his commitment to responsible technology. In a sidebar, I proposed the idea of affordable workforce housing stock replacement in communities affected by Airbnb. Brian provided his email for further discussion. He was unaware of CDFIs. My suggestion involves patient capital investments in CDFIs, loan loss reserves, or down payment guarantees in CDs for construction loans converted to mortgages, with rental attachments to subsidize mortgage monthly payments and enhance Airbnb's housing stock. As a CDFI practitioner, I have a few wild ideas (as best practices from $1 billion in CDFI grants-CU Strategic Planning)- but ours cooperatively are better than any one individual or individual organization? Your ideas to build on this? Anyone want to join a call? Program specific ideas thus far inspired by past work with: Jim Morrell, I-CUDE, Peninsula Credit Union , Laura Aguirre Mary Ann Mele Otake, CUDE , Stacy Augustine, Department of Hawaiian Homelands, CU Community in Portland, Empower Federal Credit Union, Opportunity Finance Network , Inclusiv, Jim Nussle Bonnie Wallace, Lawrence Bowdish -Wells’ special purpose credit program? Public-private partnership? #AffordableHousing #CommunityDevelopment #Crowdsourcing #CDFI #HousingSolution