Blog - Covr Financial Technologies

Leading Innovation in the Life Insurance Industry – From Our View

The Most Expensive, and Imminently Avoidable Mistake in Asset Protection Fits on a Single Form

by Sam Barnett You and your client’s legal team could have just designed the most elegant asset protection plan in the country—irrevocable trusts, a Domestic Asset Protection Trust parked in [...]

Do I Need More Disability Insurance Coverage Even if I Have Coverage at Work?

by Sam Barnett The Short Answer is “Probably” Disability insurance is often treated like a box to check. You get a policy through work, you enroll, [...]

Covr CMO Mark Forman Talks Life Insurance on the Disruption Interruption Podcast

In a recent episode of the Disruption/Interruption podcast, Covr CMO Mark Forman joined host Karla Jo Helms to pull back the curtain on a $2 trillion industry that has [...]

LIRPs are Oversold… and Still Underrated

by Sam Barnett Life Insurance Retirement Plans (LIRPs) are oversold in our industry. I’ve seen them positioned in too many situations as a replacement for qualified plans, or sold to [...]

Barnett on Financial Technology Report with RJ Lumba

Covr CEO Sam Barnett recently joined RJ Lumba for his podcast “The Financial Technology Report.” Sam and RJ discuss his recent move from VIBE CEO to CEO of Covr, the merger of VIBE with Optifino and Covr, Elvis, his [...]

Don’t Replace Yourself

by Sam Barnett In a February blog that went viral, Citrini Research predicted that not only will AI replace us, but the impact of this [...]

Covr Appoints Ryan Bivins as Head of Sales to Accelerate Growth and Deepen Carrier Partnerships

Seasoned long-term care and insurance distribution executive brings proven leadership, carrier expertise, and strong partner relationships to Covr’s evolving platform. NEW YORK, Feb. 18, 2026 /PRNewswire/ — Covr [...]

Covr Introduces New CEO and CDO to Guide Company Through Next Phase of Growth

Insurance veterans Sam Barnett and Bob Klein – known for steering major carriers through pivotal expansion – step in as Covr advances its’ next-gen digital [...]

Covr Recognized by The Financial Technology Report as one of the Top 50 Financial Technology Companies for 2025

Covr has been named one of the Top 50 Financial Technology Companies for 2025 by The Financial Technology Report, joining a select group of innovators [...]

🚨 Big news: Covr has officially merged with Optifino

Optifino and Covr Announce Deal to Transform Life Insurance Distribution NEW YORK, Sept. 29, 2025 /PRNewswire/ — Optifino, the digital Brokerage General Agency (BGA), radically simplifying the life [...]