In this episode we interview Vaib Saxena, founder of Infer, an agentic AI insurtech company. We focus on evolving opportunities for financial institutions to leverage AI to increase efficiencies, protect client assets, and generate more protection-oriented revenue.

Join Bob Mittel and Scott Stathis, co-founders of the Financial Institution Insurance Council, as they discuss proven ways to increase insurance sales in this punchy 26 minute conversation summarizing lessons learned from the past five years of hosting FIIC events, research, and discussions.

Highlights include the following:

• Utilizing the best asset protection discovery questions
• Building protection into retirement planning
• Levers for increasing protection revenue generation
• Unleashing the inherent competitive advantages of financial institutions

This episode of FIIC Presents dives into leveraging insurance technology to eliminate friction in the selling and buying process and consequently increasing insurance revenues. We’ll also discuss optimizing the client experience as well as the evolving impact of AI in our industry.

Our guests are

• Art Delgado from Texas Regional Bank
• Brett Tattersall from Back Nine Insurance
• Melanie Rosenthal from Back Nine Insurance

In this FIIC Presents podcast episode we discuss the halo effects of providing pet insurance to your clients. The discussion includes the following:

• Market statistics
• The evolution of vet costs verses insurance costs
• Pet telehealth
• How employers are getting into the mix
• The evolving involvement of financial institutions

Join Kelly Hebert of Comparion/Liberty and David Schaeffer from IMAC for this insightful discussion.

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.

Join Wayne Walkotten of MarshBerry and Scott Stathis from FIIC as they discuss key take-aways from the Bank Owned Agency Roundtable as well as the evolving State of the Industry metrics.

Discussion topics include the following:

• Partnering with other lines of business
• Incenting for internal insurance partnerships
• Agency valuations
• M&A Trending
• Growth, profitability, and sales velocity trending

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.