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Strategy Spotlight

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Covr Financial Technologies Adds Leading Life Insurance Innovator Haven Life to Its Platform

HARTFORD, Conn., Feb. 26, 2020 /PRNewswire/ — Covr Financial Technologies (Covr) and Haven Life, the customer-centric life insurance agency backed and wholly owned by Massachusetts Mutual Life Insurance Company (MassMutual), are today announcing a partnership that helps more customers purchase the life insurance protection they need. This new collaboration brings products sold by Haven Life to the financial institutions that.

Covr Financial Technologies Announces New Head of Sales

HARTFORD, Conn., Jan. 22, 2020 /PRNewswire/ — Covr Financial Technologies announced that Jim Gothers has been appointed as Head of National Sales for its financial institution business, supporting banks, brokerage firms, wealth management firms and RIA partner firms. Reporting to Jim will be Covr’s insurance sales consultant team, advanced insurance division, policy analytics team, and key account directors. Jim brings unquestioned innovation, insurance, financial.

Covr Blog: IRA Legacy Planning

RMDs & life insurance can help achieve wealth transfer goals It’s common for financial advisors to work with clients who have wealth transfer goals, whether to children and grandchildren or a favorite charity. Advisors can recommend various ways to achieve this goal, and today, we wanted to talk about one possibility: using the required minimum.

Covr Financial Technologies Integration Expands RetireOne’s Life, Long-Term Care and Disability Insurance Offerings

SAN FRANCISCO, Nov. 6, 2019 /PRNewswire/ — A new partnership with Covr Financial Technologies fills out the RetireOne platform of insurance solutions for Registered Investment Advisors (“RIAs”). RIAs may work through RetireOne’s desk of insurance experts to get quotes, analysis, recommendations and coverage for clients in need of insurance protections. Included in the offering are.

Advanced Insurance Planning – 3 Key Concepts

Between now the end of the year, we’ll be focusing on three key concepts of advanced insurance planning. These are widely applicable, straightforward concepts that financial advisors can easily raise with clients and prospective clients as they work to meet those year-end numbers. These are: IRA max. It’s RMD season, so to speak, and there.

Covr Financial Technologies Announces the Next Generation of its Technology-Enabled Life Insurance Platform

Covr Financial Technologies Announces the Next Generation of its Technology-Enabled Life Insurance Platform HARTFORD, Conn., Sept. 25, 2019 /PRNewswire/ — Covr Financial Technologies announces an expansion of its market-leading, technology-enabled life insurance services for financial institutions to include enhanced sales support, advanced insurance advice for permanent life insurance, and a new series of digitally-enabled platform.

American families can save on “stacking” life insurance options via online solution from Legal & General America and Covr Financial Technologies

– LGA’s OPTerm series and term riders will be available to financial advisors and their customers through Covr’s online platform – Partnership provides simplified, online solution tailored to the individual needs of the consumer FREDERICK, Md., Sept. 19, 2019 /PRNewswire/ — Legal & General America (LGA), a top ten U.S. life insurer, will expand its.

Covr Financial Technologies and Envestnet MoneyGuide Expand MoneyGuideElite Collaboration for Financial Advisors

The newest version of MoneyGuide integrated into Covr’s digital insurance platform provides the ability for financial advisors to dynamically plan for clients’ changing life insurance needs over time.

The Fallacy of Separating Insurance from Financial Planning

Covr Financial Technologies: Creating a more positive experience when discussing life insurance with financial advising clients.