???? Attention Financial Advisors! ???? Are your clients looking for tax-efficient ways to pass on their wealth? Join us for a 30-minute exclusive IRA Legacy & Annuity Maximization webinar to discover strategies that help optimize annuities while creating a lasting financial legacy. ???? Date: March 26, 2025 ??? Time: 4:15pm EST ???? Virtual Event – https://hubs.li/Q03bPwbk0 Gain valuable insights to elevate your practice and provide greater value to your clients! #FinancialPlanning #IRALegacy #AnnuityMaximization #WealthTransfer #EstatePlanning #FinancialAdvisors
Covr Financial Technologies
金融服务
Hartford，Connecticut 8,768 位关注者
Simplifying the way insurance is purchased for financial institutions, their advisors and their clients
关于我们
Covr is an "Insurtech" company that provides a digital insurance platform that simplifies the insurance process and makes it easy to protect your loved ones. Through partnerships with financial institutions and other national brands, Covr's embedded technology gives financial advisors and their customers a way to research and purchase life insurance from top-rated companies without the hassles of the traditional process. To learn more, visit www.covrtech.com Covr has also developed a platform for Independent financial advisors. With Covr Pro, independent advisors have all the tools they need to increase their sales, reduce cost, and maximize compensation. To learn more, visit www.covrpro.com. Covr is backed by leading venture capital firms: Allianz Life Ventures, Aflac Ventures, Nyca Partners, Commerce Ventures, Connectivity Capital Partners Contour Venture Partners and Sony IGV. Offices: Boise, ID and Hartford, CT. To learn more, visit www.covrtech.com
- 网站
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https://www.covrtech.com
Covr Financial Technologies的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Hartford，Connecticut
- 类型
- 私人持股
- 创立
- 2016
地点
Covr Financial Technologies员工
动态
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Join us for Covr’s Policy Protection Reviews webinar on January 22, 2025, at 4:15 PM ET. Learn how to conduct impactful policy reviews that guide your clients toward a clear financial roadmap for 2025. Register now: https://hubs.li/Q033nYL50. Let’s work together to secure the insurance coverage your clients need. #Covr #PolicyProtection #LifeInsurance
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At Covr, we are committed to helping advisors and their clients secure the insurance coverage they need. Don’t miss our webinar on January 22, 2025, at 4:15 PM ET, where we’ll share insights on conducting impactful policy reviews. Register today at: https://hubs.li/Q0324Lhh0. Kickstart the new year with effective Policy Review strategies designed to provide your clients with a clear financial roadmap for 2025. #Covr #PolicyProtection #LifeInsurance
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On Thursday, January 9th, 2025, Covr will observe a National Day of Mourning during working hours with a moment of silence at 10AM EST. ? Our thoughts are with the family of President Jimmy Carter and with all those who served alongside him. We honor his legacy and the profound impact he had as the 39th President of the United States. Covr Financial Technologies is committed to serving our advisors and consumers with the same care and compassion President Carter demonstrated throughout his service to our nation. #covrcares #NationalDayOfMourning #JimmyCarter
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Covr has been recognized by the Everest Group, amongst other leading providers, as a Top 50 Life and Annuity Technology Provider. https://lnkd.in/ecjb5i29 ? #Covr #DigitalInsurance #Top50 #LifeInsurance #insurtech
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?? As an advisor, it's key to understand the causes that are close to our clients' hearts. What charitable endeavors mean the most to them? Let's tailor strategies for your clients to leave a lasting impact. ?? Join our webinar, "Year-End Strategies - Charitable Giving," on December 11th at 4:15pm EST to explore ways to create meaningful legacies. Click the link below to register today! https://hubs.li/Q02-7QRB0 #Covr #CharitablePlanning #YearEndPlanning
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?????? Happy Thanksgiving from all of us at Covr! ?????? This season, we're grateful for our incredible partners who help bring choice and security to those who matter most. Wishing you a warm and fulfilling holiday surrounded by your loved ones. ??? #Thanksgiving #Gratitude #FamilyFirst #LifeInsurance #ThankfulTogether
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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
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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
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??? 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
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