Press - Covr Financial Technologies
Press
The Most Expensive, and Imminently Avoidable Mistake in Asset Protection Fits on a Single Form
June 15, 2026
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?
May 18, 2026
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
April 27, 2026
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
April 23, 2026
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
March 27, 2026
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
March 26, 2026
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
February 17, 2026
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
January 7, 2026
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
November 21, 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
September 29, 2025
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 [...]
Covr Recognized as a Top 50 Life and Annuity Technology Provider
December 11, 2024
Covr Financial Technologies Recognized by the Everest Group, Amongst Other Leading Providers, for Technology Innovation in Life Insurance HARTFORD, Conn., Dec. 11, 2024 /PRNewswire/ — Covr Financial [...]
Allstate Financial Services Selects Covr to Provide Life Insurance, Long-Term Care, and Disability Insurance Solutions
November 14, 2024
Covr’s Digitally Enabled Insurance Platform Will Simplify the Buying Process HARTFORD, Conn., Nov. 14, 2024 /PRNewswire/– Covr, a leading digital insurance provider, has partnered with Allstate Financial [...]
Covr Unveils Its Third Generation Insurance Software
October 11, 2024
The Most Advanced Platform for Simplifying Insurance for Financial Professionals HARTFORD, Conn., Oct. 10, 2024 /PRNewswire/ — Covr Financial Technologies, a leading digital insurance provider, announced this week [...]
Covr Financial Technologies Hosts Economic Growth Event
January 25, 2024
Connecticut-Based Investment Group and State Officials Visits Hartford Location HARTFORD, Conn., Jan. 25, 2024 /PRNewswire/ — Covr Financial Technologies, a leader in insurance technology, hosted a gathering [...]
Not Your Parent’s Long Term Care: Using Modern Long Term Care Insurance to Protect Customer Assets
March 24, 2023
Protecting hard-earned assets. That’s at the heart of every modern long term care (LTC) policy. Funding home care assisted living or nursing home care can [...]
Michael Kalen Joins Board of Trustees of the Connecticut Science Center
February 7, 2023
Covr’s CEO Shares Innovation Vision with Largest Innovation Center in Connecticut HARTFORD, Conn., Feb. 6, 2023 /PRNewswire/ — The Connecticut Science Center announced the addition of six new [...]
Covr Partners with Smart Choice to Bring Digital Insurance Solutions to 9,500 Agencies
January 30, 2023
Covr Financial Technologies has partnered with Smart Choice to bring its digital insurance platform for independent agents, Covr Pro, to 9,500 Smart Choice agencies, allowing [...]
Citi Selects Covr to Simplify Life Insurance Process for U.S. Consumer Wealth Management Business
September 22, 2022
NEW YORK, Sept. 22, 2022 /PRNewswire/ — Covr Financial Technologies (Covr) is collaborating with Citi to help its U.S. financial advisors and clients more effectively integrate life insurance and long-term [...]
Covr Pro Brings an Industry-Leading Digital Insurance Platform to Independent Financial Advisors
August 25, 2022
HARTFORD, Conn., Aug. 25, 2022 /PRNewswire/ — Covr Financial Technologies (Covr) has launched Covr Pro (CovrPro.com), bringing its industry-leading digital insurance platform to independent financial advisors. Originally [...]
Covr Completes $15m Series B Fundraising Round
April 7, 2022
HARTFORD, Conn., April 7, 2022 /PRNewswire/ — Covr Financial Technologies (Covr), a leading digital life insurance platform, has completed its Series B fundraising round including new investor Stone Point Ventures, and [...]