Aug 25, 2022

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,...

Aug 18, 2022

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...

Aug 11, 2022

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...

Aug 4, 2022

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...