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.

Key Take-Aways from the FIIC Bank Owned Insurance Agency Roundtable

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 agreeing to share their strategies. The episode can also be found on your favorite listening platform.

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 you to Clay Dean, Erin Donnelly, Zayda Marrie, and Abhishek Asawa for their participation and insights.

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 means of asset protection.

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 drop ticket processes, enhancing efficiency and transparency for carriers, advisors, and clients alike. Jeff will share his experience transitioning his life insurance business to an outsourced partner utilizing Policygenius Pro.

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 development opportunity inherent in the discussions that should be had with clients.

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 – First Citizens Hector Madueno – SAFE Credit Union Nicholas Ross - Financial Independence Group David Simula – SAFE Credit Union The Financial Institution Insurance Council is a consortium of Stathis-Mittel and the American Banker’s Association. The organization has created a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.

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 Cahill from Coventry Kelly Lytle from Proformex With special guest appearances from the following: Peter McDonnell from M&T Bank Tom Long from Specific Solutions The Financial Institution Insurance Council was formed as a consortium of Stathis-Mittel Business Intelligence, the ABA, and state bankers, the organization has created a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.

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 subject matter expert panel consisting of the following: Wayne Goshkarian of Dylan Consulting, who created on online protection and benefits solutions center, Mike Stapleton of Policygenius Pro, and online insurance marketplace that let’s advisors in banks and credit unions efficiently serve and manage protection needs of their clients.

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 include the following: The added relationship value provided by including asset protection in the wealth plan. Examples from other channels in the financial services industry. How to increase client base penetration of asset protection services. How to structure compensation to eliminate roadblocks. How teaming can increase the provision of asset protection services. Leveraging a "Family Asset Management & Protection Plan" construct. How technology is helping with client engagement. ABOUT The Financial Institution Insurance Council was initiated as a consortium of Stathis-Mittel Business Intelligence, the ABA, and state bankers. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of its clients.    Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients. Website: https://fiinsurancecouncil.com/ Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/  

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 Coffin Life Brokerage Sales Director at Mutual of Omaha David Coggins Financial Institution and Mutual Channel Manager at Ash Brokerage David Jabczenski, Program Manager for Westcom Financial Services. In this episode, you will learn the following: Discovering how Westcom Financial Services leveraged technology to engage members and increase penetration of insurance products. Mapping distribution channels and specific products to targeted client and prospect segments. Leveraging financial wellness education to increase awareness of asset protection. ABOUT The Financial Institution Insurance Council was initiated as a consortium of Stathis-Mittel Business Intelligence, the ABA, and state bankers. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of its clients.    Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients. Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/ Website: https://fiinsurancecouncil.com/

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 Founder of Impact Wealth Solutions Matt Donahue, Managing Member of Mission Financial Planners, Satara Investors.   You'll learn the following:   How to differentiate your practice, generate more referrals, and enable you to gather more assets, and grow your business. The pitfalls of self-insuring long-term care. How to use webinars to generate leads.  And more!   ABOUT   The Financial Institution Insurance Council is a consortium of the American Bankers Association, The North Carolina Bankers Association, and Stathis - Mittel Business Intelligence. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of its clients.    Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients.   Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/

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 Development Leader at Legal & General America AJ Long, Vice President Of Distribution at Specific Solutions, Inc. You'll learn:  What financial advisors need to know about protection Why Life Insurance Awareness should be longer than a month  The best opening statements and discovery questions to open life insurance conversations The term advisors should never use during a conversation with clients. And more!  ABOUT The Financial Institution Insurance Council is a consortium of the American Bankers Association, The North Carolina Bankers Association, and Stathis - Mittel Business Intelligence. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.    Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients.  Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/ David Coggins https://www.linkedin.com/in/cogginsfinancial/ Jen Teeters https://www.linkedin.com/in/jen-teeters-mba-a7292212/ AJ Long https://www.linkedin.com/in/aj-long-37778780/      

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 Marshall, Managing Director, Financial Institutions,  Travelers  Ted Landsdale, Senior Claim Counsel, Travelers Ken Morrison, AVP, Cyber Risk Management, Travelers  You'll learn:  what financial institutions can do to protect themselves against cyber risks the top claims made involving cybercrime potential big losses and how to avoid them how safe your information is in the cloud. And more!  Don't miss this important discussion on cyber security and how you can keep your clients safe.  ABOUT The Financial Institution Insurance Council is a consortium of the American Bankers Association, The North Carolina Bankers Association, and Stathis - Mittel Business Intelligence. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.    Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients.  Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/