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
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💼🌟 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
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What sets apart a good Benefits Consultant from the rest? It's more than just expertise; it's about embodying key traits that elevate the client experience. From empathy to expertise, transparency to tenacity, these traits form the cornerstone of exceptional service. A good consultant isn't just a provider; they're a partner, advocate, and ally in your journey towards comprehensive benefits solutions. Ready to unlock the full potential of your benefits package? Trust in @naviagtebenefitsolns for consultants who embody these key traits, and watch your business thrive! Navigate Benefit Solutions: Supporting your business success, every step of the way. 💙 #Groupbenefits #groupretirement #retirementplanning #Employeebenefits #Insurance #healthinsurance #dentalinsurance #lifeinsurance #executiveinsurance #disabilityinsurance #calgaryab #yyc #calgarybusiness #canada #regina #edmonton #Employeeattraction #Employeeretention #organizationalculture #retentionstrategies #downtowncalgary #calgarystampede
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🌎 Dreaming of traveling the world after retirement? With the Chambers Plan's Guaranteed Retiree Plan, you can make those dreams a reality without worrying about your health coverage. Why choose the Guaranteed Retiree Plan? 🛑 No Medical Questions: Transition into retirement with ease, regardless of any health changes. The Guaranteed Retiree Plan offers health insurance coverage without the need for medical underwriting. 💊 Comprehensive Coverage: This plan includes coverage for prescription drugs, dental care, and other essential health benefits. ✈️ Travel Insurance: Stay covered while you explore new countries, thanks to travel insurance without a pre-existing condition clause. Whether you're planning a trip to Europe or a cruise in the Caribbean, your coverage goes with you. At Impact Wealth, we’re here to help you navigate life’s most important financial decisions. Let’s talk about how the Guaranteed Retiree Plan can provide the safety net you need to enjoy your retirement without worry. 📅 Book a meeting with us to learn more: https://smpl.is/9kdez _________________________________________________ Saint John Region Chamber of Commerce Atlantic Chamber of Commerce
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🔸On a mission to open 50 agencies in 50 states in the next five years. 🔸Activity recruiting committed, action oriented individuals who desire true freedom for themselves and others.
Exciting news ‼️ This is why we at Wolverine Consulting have made the bold choice to partner with Experior Financial Group and become Wolverine Financial Consulting! What if you could partner with a proven company but have: 🔸A ground floor opportunity. 🔸Real ownership from day 1. 🔸World class training & mentorship. 🔸Equity shares. 🔸World class products. 🔸One of the most diverse cultures in the business world. 🔸Multiple business building models that allow you to be you but still get rewarded too! 🔸Work from home 💯, no one telling you that you have to be in the office or be replaced! 🔸So much more‼️ Look no further! We are looking for bold leaders who are in or want to be in the financial industry in every 🇺🇸 state and 🇨🇦 Canada. What will your legacy be in ten years from now⁉️ Will you look back with regret or will you do it and then talk about the lives you helped change, the families you saved and fortunes you helped create and be proud of who you became? Time to become a Dreamer again! Inbox us to get started!
Husband | Father | Business Owner | Financial Broker Strengthening family finances today, ensuring a legacy of wealth for future generations.
🌟 From Underdog to Industry Leader: Experior's Inspiring Decade 🌟 Today, I'm brimming with pride as I reflect on Experior Financial Group's remarkable journey over the past 10 years. It's a story of an underdog transforming into a leader, a narrative that resonates with all of us who cherish growth and resilience. Starting in the quaint city of Guelph, Ontario, Experior began as a vision of a few dedicated founders. From those early days, it has blossomed into a powerhouse with over 4,000 licensed agents across North America. This expansion, especially during the challenging times of the COVID-19 pandemic, is a testament to our unwavering determination and adaptability. The heart of Experior's success lies in our groundbreaking Expert Financial Analysis (EFA) software. This exclusive tool has been a beacon of clarity for our clients, guiding them through complex financial landscapes. It's not just about managing debt or saving plans; it's about empowering people with knowledge and control over their financial well-being. But what truly sets Experior apart is thier commitment to their agents. Experior has always been more than a company; it's a community, a family that grows together. The continuous training and access to cutting-edge digital innovative resources ensure that we, as agents, are always ahead of the curve. We're not just adapting to changes in the insurance industry; we're leading them, from predictive analytics to AI-driven tools. As I celebrate this milestone with Experior, I feel an immense sense of pride and excitement. We've come a long way from being the underdog to becoming a leader in the financial services industry. This journey has been about empowering clients and agents alike, about pioneering change and embracing innovation. Here's to Experior Financial Group – a decade down, and many more to go! #ExperiorFinancialGroup #10YearAnniversary #FinancialInnovation #AgentEmpowerment #Resilience #GrowthStory 🚀
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Whether you plan to retire early or not, take these steps to be prepared when the time comes to stop working.
5 financial tips to get you on track for early retirement
equitable.com
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Let's get real for a minute. 💭 As the founder of Moniwell, I came to a powerful realization early on; money is emotional and we need to address that right up front. It doesn't matter if you're a financial whiz or just starting out on your journey, those feelings about money run deep. 💡 That's why I poured my heart and soul into building Moniwell. It's not just about managing money—it's about managing our mental health too. Because let's face it, financial stress can weigh heavy on our minds. 🚀 Starting with emotions was our game-changer. It sparked the engagement we've always craved in the industry. And from there, we've built something truly special. ✨ But here's what I want to know from you: How do your emotions impact your financial decisions? Let's start a conversation about the real stuff. Drop your thoughts below and let's dive in together! Nevin Adams Tina M. White, CRPC®, C(k)P®, AIF®Kyle Nelson, CPFA®, AIF®Ed Meltzer Kasi Boyles, AIF®, QKA Stephen Popper, AIF®, CPFA, NQPA @Daniel Bryant Fred Barstein Katie Sheliga Faith Teope Theresa Conti, QKA, APR, ERPA, CPFA Melauni Korkis Amy Glynn #MoneyMatters #EmotionalWellness #JoinTheConversation
Partner Retirement Impact | Co-Founder Moniwell | Trusted financial consultant and well-being expert committed to transforming how we approach employee engagement and well-being.
🚀 Unlock the Power of Behavioral Finance with Moniwell 🚀 Interested in a financial well-being tool that drives engagement and well-being for employees? 🔍 Why Moniwell? Unlike traditional financial wellness tools that require you to do something first, Moniwell taps into money emotions through our psychology-first texting program, designed to make participants feel more confident and emotionally engaged with their finances. 💡 What Sets It Apart? Partnered with financial psychology and technology experts, Moniwell auto-enrolls employees into a texted money journey personalized to each organization's benefits stack. 🤝 Built for Flexibility Moniwell isn't just for those actively contributing to retirement plans; it's a versatile tool that reaches all employees, proving it’s a "show me you care" tool employers love. 📈 The Halo Effect Moniwell enhances financial well-being and provides an immediate ROI for organizations by offering supportive, non-demanding content. Curious to learn more about how emotional engagement can revolutionize financial well-being in the workplace? Click the link to dive into the latest article from PlanAdviser: Starting with the Emotional Side of Finance Let's discuss how addressing the emotional side of money can be a game-changer in participant engagement and employee well-being! #FinancialWellness #EmployeeEngagement #InnovationInFinance #Moniwell #PlanAdviser #FinTech Jennifer Rayner Don Perkins Meghaan Lurtz Kristy Archuleta, Ph.D., LMFT, CFT-I(TM)
The trusted information and solutions resource for America's retirement benefits decision makers | PLANADVISER
planadviser.com
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**FUN FRIDAY** I'm thinking of organizing more speaking engagements, and partnering with other professionals to do a multi-speaker/panel event. What sorts of topics would you like to learn more about? I'd love your ideas, or you can let me know if any of these ideas sound interesting: • Healthcare costs in retirement • Investment strategies before and after retirement • Assembling your personal team: insurance agent, financial advisor, CPA, attorneys, health agent • How to maximize retirement income • Life insurance as both offense and defense in your plan • The biggest threats to building and preserving wealth • Generational planning: efficient wealth transfers
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🚀 Streamline Automatic Rollover Management with GROUPIRA's Automated Services! 🚀 Are you a TPA and looking to simplify the mandatory distribution process for your plan sponsor clients? Look no further! At GROUPIRA, we specialize in providing seamless automatic rollover services that take the stress out of managing mandatory distributions. Here's how we can help: ✅ Effortless Services: Our automated system provides FREE lost participant searches and customized platform-specific mailing of 30 day notices/distribution packets without any manual intervention. ✅ Compliance Assurance: Access lost participant search results and customized mailers for your clients' fiduciary records. ✅ Customized Approach: All services can be customized to fit the dynamic of the TPA and their plan sponsor clients. ✅ Cost-Effective Solutions: Reduce costs and eliminate the complexities associated with manual rollovers. All GROUPIRA services are free! ✅ Plan Sponsor & Participant Satisfaction: Help terminated participants maintain their financial wellness by ensuring their retirement savings are in good hands, keeping their future secure. GROUPIRA fully rebates revenue sharing back to participant accounts, which meaningfully reduces their fees. Join the growing number of TPAs who trust GROUPIRA for their clients' automatic rollovers needs. Let us handle all of the work so you can focus on what truly matters. #RetirementPlanning #AutomaticRollover #EmployeeBenefits #FinancialWellness #RetirementSavings #IRAs #TPAs #Plansponsors
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In my latest blog post, I examine early results from the NAPA Summit Insider Survey, which demonstrate a growing interest among financial advisors – and compare the results to Rogers’ Diffusion of Innovation curve to help visualize how some advisors, as early adopters, are starting to capitalize on this opportunity. #retirementincome #DCplan
The Diffusion of Innovation curve and guaranteed lifetime income: Understanding adoption patterns
allianzlife.com
Trade & Investment - British Consulate Boston
4moA pleasure to be involved - great team!