Covr Financial Technologies

Thank you to NAILBA for hosting an incredible conference this week in Washington, D.C. It was a great opportunity to connect with so many of our carrier partnerships and industry leaders. Assurity | Corebridge Financial | MassMutual | Nationwide | Pacific Life | Protective Life | Prudential Financial | Symetra | Transamerica | The Marketing Alliance Denise Martin-Parent, CLTC | Peter Boucher, CLU, ChFC | Lisa Todd | Chad Bachorowski | Brian R. Bulakites | Maria Cato Klooster | Doug Mantelli | Vincent A. Spera | Linda Bui-Lopez | Phil Bouvier | Anna Williams | Kelley Kelly | Fabian Gonzalez | Michael Siciliano, LUTCF? | Philip Chuba | Doug Winkler | Katie Marlin | Justin Ogorek | Tom Hall CLU, ChFC, CFP? | Pete Chrisos | Brad Gabel | Kelly Stone, FALU, FLMI, FLHC, CLU, ChFC | Corey Gavin | John R Knier CLU ChFC MSFS | Tony Massenelli, MBA, CLTC, CBC? | Jesse Knudson CFP? CLU? | Tim Klusas | Matthew Herz | Michael Furgiuele #NAILBA43 #NAILBA #Leadership #Gratitude #Partnership

Covr Financial Technologies is proud to partner with Allstate Financial Services, LLC. Thank you to Scott Delaney, ChFC, FSCP and the entire Allstate team for your trust and collaboration! Read more about Covr's partnership with Allstate: https://hubs.li/Q02YC0rG0 #allstate #digitalinsurance

??? November is a time to embrace Long-Term Care Awareness Month. Explore a wide range of Long-Term Care options and discover how you can empower your clients with a personalized, tax-efficient LTC plan. ?? ???? Save the date for our exclusive advisor webinar on November 20, 2024, at 4:15 PM EST. Dive into Long-Term Care insights with Covr’s esteemed Director of LTC, Chris Foley. Secure your spot now: https://hubs.li/Q02Yh5H40 #LongTermCare #FinancialPlanning #Covr

We at Covr Financial Technologies proudly recognize all of the brave and selfless veterans who have defended our nation, protecting our freedom and helped secure a bright future for generations to come #veteransday #america

November is Long Term Care Awareness Month, a time to recognize the profound impact caregiving has on families. Planning for long-term care can bring peace of mind and financial security, reducing unexpected burdens. ???Where will your clients choose to receive their care? ?? What will it cost & how will they finance it? At Covr, we’re dedicated to supporting our financial partners, advisors, and clients in navigating these essential choices. Meet Chris Foley, our Director of Long Term Care, who brings invaluable expertise to guide you through each step. #LongTermCare #FinancialPlanning #LTC #LTCAM

Covr was proud to sponsor the FIIC Annual Protection Summit this week in Fort Lauderdale, represented by our Head of Enterprise Sales, Christopher C. Murray Our CMO, Matthew Herz, joined a panel discussing how banks and credit unions can enhance financial wellness for their customers through strategic partnerships. Led by Scott Stathis and Robert J Mittel, FIIC is a leadership group focused on helping financial institutions better serve their clients’ protection needs through innovative solutions and collaboration. #FIICSummit #FinancialWellness #StrategicPartnerships #InsuranceSolutions #BankingInnovation #ClientProtection #Insurtech #Covr

Excited to be at InsureTech Connect 2024. Scott Kelly was an awesome keynote speaker. Michael Kalen #digitalinsurance

??? BREAKING NEWS ??? Covr releases 3rd Generation Advisor Platform. Covr Advisor 3.0, takes digital transformation to the next level, providing financial professionals with powerful tools to deliver a faster, more efficient experience, customized solutions for their clients, and streamlined customer service and compliance. ?? https://hubs.li/Q02T5n9r0 Read more about the most advanced platform in the financial industry that simplifies the way advisors sell and manage their life insurance. #Covr #FinancialAdvisors #LifeInsurance #insuretech #simplify https://hubs.li/Q02T5n9r0

Help your clients create an IRA Legacy with smart RMD planning strategies! Join our upcoming webinar to learn straightforward, tax-efficient ways to turn Required Minimum Distributions into lasting legacies for your clients. Let’s secure their financial future together. https://hubs.li/Q02SSzjb0 ????? Date: Wednesday, October 23, 2024 ???? Time: 4:15 - 4:45pm EST #FinancialAdvisors #RMDPlanning #IRALegacy #WealthTransfer

Q4 is here, and it is time to revisit your clients' wealth transfer goals. Have you considered how RMDs can play a key role in their strategy? Consider using RMDs as life insurance premiums, clients can maximize their legacy while reducing estate tax impacts. Want to learn more? Join our webinar for actionable insights on leveraging RMDs to enhance your clients' wealth transfer plans. ????? Sign up today and take your RMD planning to the next level! https://hubs.li/Q02S3vQH0 #WealthTransfer #FinancialPlanning #RMDStrategy #AdvisorTools #CovrSolutions