# covrtech.com

> AI-optimized mirror of covrtech.com containing 213 pages totalling 71,642 words of clean markdown content, structured data, and semantic HTML. Original source: https://covrtech.com. Last updated: 2026-07-18T07:13:20.083Z.

Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG).

## Homepage

- [Institutions - Covr Financial Technologies](/content/site-root.html): The Covr digital insurance platform combines enterprise distribution, compliance infrastructure, and advanced AI-driven planning tools. (246 words)

## Articles & Blog Posts

- [Posts - Page 3 of 6 - Covr Financial Technologies](/content/posts/page/3/index.html) (470 words)
- [Posts - Page 4 of 6 - Covr Financial Technologies](/content/posts/page/4/index.html) (592 words)
- [Posts - Page 5 of 6 - Covr Financial Technologies](/content/posts/page/5/index.html) (305 words)
- [Posts - Page 2 of 6 - Covr Financial Technologies](/content/posts/page/2/index.html) (687 words)
- [Posts - Page 6 of 6 - Covr Financial Technologies](/content/posts/page/6/index.html) (91 words)
- [wp-content/uploads/m-7315-allianz-hnw-foreign-national-program_bd-use-pdf.html](/content/wp-content/uploads/m-7315-allianz-hnw-foreign-national-program_bd-use-pdf.html) (2,877 words)
- [Blog - Covr Financial Technologies](/content/blog/page/2/index.html): Leading Innovation in the Life Insurance Industry – From Our View Privacy Policy • Terms of Use • Right To Deletion Right to Deletion Right to Deletion Disclosures Modal Popup – ID Click here to edit the "Modal Popup" settings. This text will not be visible on frontend. Right to Deletion Disclosure You have the […] (399 words)
- [wp-content/uploads/ent-3370-add-more-value-to-retirement-income-conversations_bd-use-pdf.html](/content/wp-content/uploads/ent-3370-add-more-value-to-retirement-income-conversations_bd-use-pdf.html) (1,152 words)
- [Tax Efficiency Retirement Savings
Worksheet](/content/wp-content/uploads/nfm-20230ao-tax-efficient-retirement-income-teri-retirement-savings-worksheet-pdf.html) (1,370 words)
- [Partnership Program - Asset Protection Plus Flyer](/content/wp-content/uploads/asset-protection-plus-1-pdf.html) (477 words)
- [Open more doors. Close more sales. - Covr Financial Technologies](/content/doc/open-more-doors-close-more-sales/index.html) (9 words)
- [Secure Act: Repositioning Flyer - Covr Financial Technologies](/content/doc/secure-act-repositioning-flyer/index.html) (8 words)
- [Three Tax-Efficient Transfer Strategies](/content/wp-content/uploads/3-tax-efficient-transfer-strategies-1015220-1-pdf.html) (510 words)
- [Posts - Covr Financial Technologies](/content/posts/index.html) (743 words)
- [Clients can give a gift that keeps giving - Covr Financial Technologies](/content/doc/clients-can-give-a-gift-that-keeps-giving/index.html) (11 words)
- [How to use IRA distributions to fund Nationwide CareMatters II - Covr Financial Technologies](/content/doc/how-to-use-ira-distributions-to-fund-nationwide-carematters-ii.html) (13 words)
- [Yours, Mine & Ours: The New Normal in Estate Planning - Covr Financial Technologies](/content/doc/yours-mine-ours-the-new-normal-in-estate-planning/index.html) (10 words)
- [The Long Term Solution - Covr Financial Technologies](/content/doc/the-long-term-solution/index.html) (9 words)
- [Creating Supplemental Future Income with Life Insurance - Covr Financial Technologies](/content/doc/creating-supplemental-future-income-with-life/index.html) (14 words)
- [wp-content/uploads/youre-invited-to-the-2022-covredge-riseup-partner-event-ics.html](/content/wp-content/uploads/youre-invited-to-the-2022-covredge-riseup-partner-event-ics.html) (45 words)
- [Press - Covr Financial Technologies](/content/press/page/2/index.html): Press Privacy Policy • Terms of Use • Right To Deletion Right to Deletion Right to Deletion Disclosures Modal Popup – ID Click here to edit the "Modal Popup" settings. This text will not be visible on frontend. Right to Deletion Disclosure You have the right to request that we delete any of your personal […] (1,670 words)
- [Press - Covr Financial Technologies](/content/press/page/3/index.html): Press Privacy Policy • Terms of Use • Right To Deletion Right to Deletion Right to Deletion Disclosures Modal Popup – ID Click here to edit the "Modal Popup" settings. This text will not be visible on frontend. Right to Deletion Disclosure You have the right to request that we delete any of your personal […] (2,048 words)
- [Press - Covr Financial Technologies](/content/press/page/4/index.html): Press Privacy Policy • Terms of Use • Right To Deletion Right to Deletion Right to Deletion Disclosures Modal Popup – ID Click here to edit the "Modal Popup" settings. This text will not be visible on frontend. Right to Deletion Disclosure You have the right to request that we delete any of your personal […] (1,196 words)
- [Blog - Covr Financial Technologies](/content/blog/page/4/index.html): Leading Innovation in the Life Insurance Industry – From Our View Privacy Policy • Terms of Use • Right To Deletion Right to Deletion Right to Deletion Disclosures Modal Popup – ID Click here to edit the "Modal Popup" settings. This text will not be visible on frontend. Right to Deletion Disclosure You have the […] (493 words)
- [wp-content/uploads/privacy-policy-for-california-residents-pdf.html](/content/wp-content/uploads/privacy-policy-for-california-residents-pdf.html) (1,303 words)
- [Document](/content/wp-content/uploads/covr-ccpa-info-chart-march-24-2020-docx.html) (882 words)
- [Blog - Covr Financial Technologies](/content/blog/page/3/index.html): Leading Innovation in the Life Insurance Industry – From Our View Privacy Policy • Terms of Use • Right To Deletion Right to Deletion Right to Deletion Disclosures Modal Popup – ID Click here to edit the "Modal Popup" settings. This text will not be visible on frontend. Right to Deletion Disclosure You have the […] (369 words)
- [Elvella Lozada - Covr Financial Technologies](/content/team/elvella-lozada/index.html): Elvella provides HR operational services and advice to support the delivery of Covr’s organizational objectives and outcomes. (140 words)
- [Executive Team Archives - Page 2 of 2 - Covr Financial Technologies](/content/team_department/executive-team/page/2/index.html): We are a diverse team of insurance experts, creators and technologists working together to make life insurance easier for people. (80 words)
- [Mark Forman - Covr Financial Technologies](/content/team/mark-forman/index.html): Mark Forman is Head of Marketing at Covr, leading brand strategy, growth initiatives, and integrated marketing to support national insurance distribution and advisor engagement. (133 words)
- [Brandon Leung - Covr Financial Technologies](/content/team/brandon-leung/index.html): Brandon Leung is a seasoned technology leader with a proven track record in engineering and digital branding. With over a decade of experience in the tech industry, he serves as Covr’s Chief Technology Officer. In his prior role as Director of Engineering, Brandon demonstrated his expertise in leading teams and driving technological advancements within the […] (167 words)
- [Alicia Noyes - Covr Financial Technologies](/content/team/alicia-noyes/index.html): Alicia Noyes handles accounting, reporting and annual audits, preparing budgets, forecasts and analysis, and other ad-hoc finance items. (107 words)
- [Michael Doniger - Covr Financial Technologies](/content/team/michael-doniger/index.html): Michael Doniger is Chief Innovation & Technology Officer at Covr, bringing hedge fund expertise from Citadel Fundamental Strategies and Corvex Management to modernize permanent life insurance through AI-driven modeling and advanced analytics. Former co-founder of Optifino. (131 words)
- [Kristin Schorn - Covr Financial Technologies](/content/team/kristin-schorn/index.html): Kristin Schorn is Chief of Staff at Covr, driving leadership alignment and operational execution. With experience in financial services and healthcare IT, she specializes in scalable processes, strategic initiatives, and team growth. (104 words)
- [Mike Furgiuele - Covr Financial Technologies](/content/team/mike-furgiuele/index.html): As Head of Product and Carrier Strategies, Mike is responsible for Carrier and Product Management across all of Covr’s insurance company partners. Mike began his career in insurance sales as an Account Executive with Met Life and has 30 years of experience in the distribution of life, long term care, disability and annuity products within […] (185 words)
- [Ryan Bivins - Covr Financial Technologies](/content/team/ryan-bivins/index.html): Ryan Bivins is Head of Sales at Covr, bringing 20+ years of insurance distribution and LTC leadership experience from Lincoln Financial, Pacific Life, and John Hancock to drive national growth. (109 words)
- [Bobbie Watkins - Covr Financial Technologies](/content/team/bobbie-watkins/index.html): Bobbie serves as Head of Brokerage Operations for Covr, responsible for all business activity and processing of insurance applications, service centers and coordination with all departments to fulfill, analyze, and process new business. Bobbie brings a strong background in business operations as a results-oriented insurance professional and 20+ years demonstrated success in relationship management, operations, […] (87 words)
- [Sam Barnett - Covr Financial Technologies](/content/team/sam-barnett/index.html): Sam is a seasoned insurance and insurtech executive with more than two decades of distribution, strategy, and growth leadership across Lincoln Financial, Global Atlantic/KKR, and VIBE Insurance. At Lincoln, he spent 17 years progressing from Point-of-Sale Specialist for Smith Barney advisors to National Sales Manager for Financial Institutions, Head of Life Insurance Strategy, and ultimately […] (116 words)
- [Bob Klein - Covr Financial Technologies](/content/team/bob-klein/index.html): Bob Klein is a respected distribution and product leader with more than 30 years of experience across carriers, BGAs, and independent channels. He is best known for designing Lincoln Financial’s groundbreaking MoneyGuard solution and spent 23 years at Lincoln in roles spanning underwriting, brokerage leadership, POS innovation for Smith Barney, and ultimately leading MoneyGuard to […] (113 words)
- [Press - Covr Financial Technologies](/content/press/page/5/index.html): Press Privacy Policy • Terms of Use • Right To Deletion Right to Deletion Right to Deletion Disclosures Modal Popup – ID Click here to edit the "Modal Popup" settings. This text will not be visible on frontend. Right to Deletion Disclosure You have the right to request that we delete any of your personal […] (1,473 words)
- [Privacy Policy for Covr Financial Technologies, LLC - Covr Financial Technologies](/content/privacy-policy-for-covr-financial-technologies-llc/index.html): Effective date: March 26, 2020 Your privacy is important to us. This Privacy Policy explains the types of personal information collected about you by Covr Financial Technologies, LLC, and its parents, subsidiaries and/or affiliated companies (collectively, “Covr,” “we,” “our,” or “us”),  as well as how we use the information we collect; how we may share […] (4,328 words)
- [Press - Covr Financial Technologies](/content/press/page/6/index.html): Press Privacy Policy • Terms of Use • Right To Deletion Right to Deletion Right to Deletion Disclosures Modal Popup – ID Click here to edit the "Modal Popup" settings. This text will not be visible on frontend. Right to Deletion Disclosure You have the right to request that we delete any of your personal […] (101 words)
- [Blog - Covr Financial Technologies](/content/blog/page/5/index.html): Leading Innovation in the Life Insurance Industry – From Our View Privacy Policy • Terms of Use • Right To Deletion Right to Deletion Right to Deletion Disclosures Modal Popup – ID Click here to edit the "Modal Popup" settings. This text will not be visible on frontend. Right to Deletion Disclosure You have the […] (213 words)
- [IRA Max_Max Dist to increase legacy and control lim-1146.3 - Covr Financial Technologies](/content/doc/ira-max_max-dist-to-increase-legacy-and-control-lim-1146-3.html) (9 words)
- [Policy Review Concept Kit - Covr Financial Technologies](/content/doc/policy-review-concept-kit/index.html) (7 words)
- [Asset-Identifier_Fillable - Covr Financial Technologies](/content/doc/3888/index.html) (6 words)
- [Are you planning for a tax-efficient retirement? - Covr Financial Technologies](/content/doc/are-you-planning-for-a-tax-efficient-retirement/index.html) (7 words)
- [Real cost of an overfunded life policy_BD Use - Covr Financial Technologies](/content/doc/real-cost-of-an-overfunded-life-policy_bd-use/index.html) (11 words)
- [Tax update - Covr Financial Technologies](/content/doc/tax-update/index.html) (7 words)
- [Show clients the value of tax-free income in retirement - Covr Financial Technologies](/content/doc/show-clients-the-value-of-tax-free-income-in-retirement.html) (9 words)
- [Mr. Maturing CD - Lincoln MoneyGuard� II (2019)](/content/wp-content/uploads/asset-identifier_fillable-pdf.html) (136 words)
- [Business Solutions Playbook - Covr Financial Technologies](/content/doc/business-solutions-playbook/index.html) (5 words)
- [Trade Short-Term, Thinking for Protection Built for Life - Covr Financial Technologies](/content/doc/trade-short-term-thinking-for-protection-built-for-life.html) (9 words)
- [The power of cash indemnity benefits - Covr Financial Technologies](/content/doc/the-power-of-cash-indemnity-benefits/index.html) (7 words)
- [ASSET PROTECTION+ THE PRUDENTIAL PARTNERSHIP PROGRAM - Covr Financial Technologies](/content/doc/asset-protection-the-prudential-partnership-program.html) (9 words)
- [Executive Team Archives - Covr Financial Technologies](/content/team_department/executive-team/index.html): We are a diverse team of insurance experts, creators and technologists working together to make life insurance easier for people. (590 words)
- [September is life Insurance Awareness Month - Covr Financial Technologies](/content/doc/3762/index.html) (9 words)
- [Solutions - Covr Financial Technologies](/content/solutions/index.html): Our solutions make life insurance simple for everyone Would you like to know more? Contact our team for a demo of our unique digital platforms. Request a Demo Privacy Policy • Terms of Use • Right To Deletion Right to Deletion Right to Deletion Disclosures Modal Popup – ID Click here to edit the "Modal […] (342 words)
- [Help business owner clients protect their competitive edge using life insurance - Covr Financial Technologies](/content/doc/help-business-owner-clients-protect-their-competitive-edge-using-life-insurance.html) (11 words)
- [Protecting Your Clients' Business Investment - Covr Financial Technologies](/content/doc/protecting-your-clients-business-investment/index.html) (8 words)
- [Benefits of Life Insurance as Supplemental Retirement Income - Covr Financial Technologies](/content/doc/benefits-of-life-insurance-as-supplemental-retirement-income.html) (8 words)
- [Press - Covr Financial Technologies](/content/press/index.html): Press Privacy Policy • Terms of Use • Right To Deletion Right to Deletion Right to Deletion Disclosures Modal Popup – ID Click here to edit the "Modal Popup" settings. This text will not be visible on frontend. Right to Deletion Disclosure You have the right to request that we delete any of your personal […] (843 words)
- [The Three buckets of a retirement strategy and how you could fill them - Covr Financial Technologies](/content/doc/the-three-buckets-of-a-retirement-strategy-and-how-you-could-fill-them.html) (13 words)
- [Estate Planning An Overview of Strategies fro All Clients - Covr Financial Technologies](/content/doc/estate-planning-an-overview-of-strategies-fro-all-clients.html) (9 words)
- [Secure Lifetime GUL 3, Chronic Illness Rider-When Your Client Goes On and Off Claim - Covr Financial Technologies](/content/doc/secure-lifetime-gul-3-chronic-illness-rider-when-your-client-goes-on-and-off-claim.html) (14 words)
- [Blog - Covr Financial Technologies](/content/blog/index.html): Leading Innovation in the Life Insurance Industry – From Our View Privacy Policy • Terms of Use • Right To Deletion Right to Deletion Right to Deletion Disclosures Modal Popup – ID Click here to edit the "Modal Popup" settings. This text will not be visible on frontend. Right to Deletion Disclosure You have the […] (420 words)
- [Documents - Covr Financial Technologies](/content/documents/index.html): Covr Financial Technologies Creating Supplemental Future Income with Life Insurance While its main purpose is death benefit protection, a life insurance policy can also supplement future income sources your clients may already have, such as 401(k)s, individual retirement accounts (IRAs), Roth IRAs, annuities and Social Security. OPEN DOCUMENT How to use IRA distributions to fund […] (48 words)
- [Terms of Use - Covr Financial Technologies](/content/terms-of-use/index.html): Covr Financial Technologies, LLC, and its parents, subsidiaries and/or affiliated companies (collectively, “Covr,” “we,” “our,” or “us”), maintain a website at covrtech.com and a services platform for purchasing insurance products (collectively herein, “Platform”). These Terms of Use apply whenever you access or use our Platform. PLEASE READ THESE TERMS OF USE CAREFULLY. THEY CONTAIN IMPORTANT […] (1,033 words)
- [Consumer - Covr Financial Technologies](/content/consumer/index.html): Covr Financial Technologies makes buying insurance easy for anyone. See why our customers love their life insurance experience. (344 words)
- [Partner Event - Covr Financial Technologies](/content/rise-up/index.html): Save the date! Monday, September 26 – Wednesday, September 28 Hartford, Connecticut PLEASE RESPOND BY FRIDAY, MAY 27. DETAILS TO FOLLOW. Join Covr for our annual partner event. You’re invited to join us at CovrEdge, our annual partner event! This year’s theme, Rise Up, illustrates Covr’s quest to elevate, innovate and revolutionize the digital life […] (128 words)
- [Covr Pro - Covr Financial Technologies](/content/advisor/pro/index.html) (208 words)
- [covrteam/covr-team-test/index.html](/content/covrteam/covr-team-test/index.html) (27 words)
- [Careers - Covr Financial Technologies](/content/careers/index.html): Explore your Covr Career At Covr we are transforming the future of how people sell and buy insurance – and we’re doing it today. We take pride in how we work & who we work with We partner with the top financial brands in the United States of America to provide our consumers with cutting […] (225 words)
- [Board of Advisors Archives - Covr Financial Technologies](/content/team_department/advisory-board/index.html): We’re honored to have their experience, knowledge and insights in support of Covr’s mission. (479 words)
- [team/noreen-pfadenhauer/index.html](/content/team/noreen-pfadenhauer/index.html) (27 words)
- [Sallie Krawcheck - Covr Financial Technologies](/content/team/sallie-krawcheck/index.html): Sallie Krawcheck’s professional mission is to help women reach their financial and professional goals. This spans several businesses: she is the CEO and Co-Founder of Ellevest, a just-launched digital investment platform for women. She is also the Chair of Ellevate Network, the global professional woman’s network. And she is the Chair of the Pax Ellevate […] (647 words)
- [team/kristin-sepeda-2/index.html](/content/team/kristin-sepeda-2/index.html) (24 words)
- [EzLynx - Covr Financial Technologies](/content/advisor/ezlynx/index.html) (377 words)
- [The Value of Return of Premium - Covr Financial Technologies](/content/doc/the-value-of-return-of-premium/index.html) (185 words)
- [Culture Archives - Covr Financial Technologies](/content/team_department/culture/index.html) (172 words)
- [team/robert-a-kerzner/index.html](/content/team/robert-a-kerzner/index.html) (24 words)
- [team/amy-huntington-salerno/index.html](/content/team/amy-huntington-salerno/index.html) (24 words)
- [Add more value to retirement income conversations - Covr Financial Technologies](/content/doc/add-more-value-to-retirement-income-conversations/index.html) (7 words)
- [Joseph J. Plumeri - Covr Financial Technologies](/content/team/joseph-j-plumeri/index.html): Joe Plumeri, a native of Trenton, New Jersey, has enjoyed a career in global businesses, community leadership and service on behalf of civic, philanthropic and charitable causes spanning six decades since he first walked into the Wall Street offices of Carter, Berlind, Weill in 1968 and asked for a job while a student at New York […] (673 words)
- [Matt Muta - Covr Financial Technologies](/content/team/matt-muta/index.html): Matt Muta is Vice President – IT Innovation and Commercial Technology for Delta Air Lines. In this role, Matt and his team are responsible for driving results through innovative solutions and technology that will have a positive impact for the commercial side of the business. Prior to Delta, Matt served as Global Managing Director for […] (125 words)
- [Mike's message Video - Covr Financial Technologies](/content/mikes-message-video/index.html): Covr Financial Technologies Privacy Policy and Terms of Use Right To Deletion Right to Deletion Right to Deletion Disclosures Modal Popup – ID Click here to edit the "Modal Popup" settings. This text will not be visible on frontend. Right to Deletion Disclosure You have the right to request that we delete any of your […] (354 words)
- [Peter Longo - Covr Financial Technologies](/content/team/peter-longo/index.html): Peter Longo is senior managing director of investments at CI and has spent over 24 years in numerous roles at CI. Peter is responsible for evaluating investment opportunities, structuring investments and monitoring portfolio companies through active board participation. Peter’s past CI investments include: Achillion Pharmaceuticals (IPO), Cardium Health (acquired by Centene), CYA Technologies (acquired by […] (126 words)
- [Culture - Covr Financial Technologies](/content/culture/index.html): Join our team! Rewarding careers bring people to Covr. They stay for the life and adventures unavailable anywhere else. Covr’s Company Values “Covr offers a smaller company feel and the ability to learn in a progressive, fast-paced work environment.” Clients come first We put our clients at the center of everything we do. Do the […] (133 words)
- [Michael Kalen, CLU, ChFC - Covr Financial Technologies](/content/team/mike-kalen/index.html): As CEO, Mike brings a unique set of skills to the Covr Tech team. He has a breadth of experience in fintech, insurance and venture capital investing. Most recently, Mike was a senior executive with Aquiline Capital and led one of their businesses, Futurity First Financial Corp, to a market leadership position in life and […] (220 words)
- [team/hans-morris/index.html](/content/team/hans-morris/index.html) (24 words)
- [Leadership - Covr Financial Technologies](/content/leadership/index.html): Leadership Executive Team We are a diverse team of insurance experts, creators and technologists working together to make life insurance easier for people. Our Partners We are proud to have leading investing firms as our partners, working collaboratively alongside us each day to change the way people think about life insurance. Privacy Policy • Terms of […] (102 words)
- [-Short-code$ - Covr Financial Technologies](/content/short-code/index.html): Upcoming Webinar Date Saturday, May 1, 2021 Time 9:00 am Length 20 Min, plus Q&A Webcast Ep 9 How to Maximize Financial Opportunities Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip […] (279 words)
- [Neal Wolin - Covr Financial Technologies](/content/team/neal-wolin/index.html): Neal was most recently Deputy U.S. Treasury Secretary, under Secretaries Tim Geithner and Jack Lew. In that position, Neal was the Chief Operating Officer of the department and worked on the broad range of economic recovery and financial crisis issues and was a key architect of the Obama administration’s financial reform plan. He also played […] (324 words)
- [Jim Gothers, CLU, FLMI - Covr Financial Technologies](/content/team/jim-gothers-clu-flmi/index.html): As Head of National Sales for Covr, Jim is responsible for driving the growth and innovation of our sales strategies and practices. He leads three key sales functions at Covr – advisor sales support, key account management, and advanced insurance solutions. Prior to joining Covr, Jim spent fourteen years with Merrill Lynch and Bank of […] (161 words)
- [Gregg Leslie - Covr Financial Technologies](/content/team/gregg-leslie/index.html): As Director of Strategic and Bank Channel Business Development, Gregg is responsible for all of Covr’s strategic business development efforts. In his prior experience, he was responsible for leading enterprise sales and marketing teams, enterprise sales of digital sales enablement, and the execution of sales and marketing plans to drive sales efforts. Gregg previously held […] (130 words)
- [Amy Salerno - Covr Financial Technologies](/content/team/amy-salerno/index.html): Amy has 20 years of experience managing financial service operations and in structured products origination. Amy joined Covr from Pioneer Wealth Partners, a multi-family office and wealth advisory boutique where she was the Chief Operating Officer. Prior operational management roles include Greentech Capital Advisors where Amy was a Principal in the operations and business development […] (109 words)
- [Kyle Lukas - Covr Financial Technologies](/content/team/kyle-lukas/index.html): Covr is the best company I have worked for in my career. I enjoy the fast paced work environment and the endless amount of opportunities to grow professionally. The culture at Covr has attracted some of the best and most talented individuals that I have worked with in the industry. It’s been a true pleasure […] (77 words)
- [Contact Us - Covr Financial Technologies](/content/contact-us/index.html): Contact Us Get in Touch Want to know more about how Covr is leading innovation in the life insurance industry with our unique digital platforms? Fill out the form below and a member of our team will reach out. Offices Houston, TX 5120 Woodway Drive, Suite 9020 Houston, TX 77056 Hartford, CT One American Row […] (521 words)
- [Gregory J Fleming - Covr Financial Technologies](/content/team/gregory-j-fleming/index.html): Greg is the Chief Executive Officer of Rockefeller Capital Management – an independent financial services firm focused on wealth management, asset management and strategic advisory. He is also a distinguished Visiting Fellow at Yale Law School’s Center for the Study of Corporate Law. A longtime financial services executive, Greg was most recently the President of […] (201 words)
- [The Covr Story - Covr Financial Technologies](/content/the-covr-story/index.html): The Covr Story Covr Financial Technologies -Simplicity. Choice. Speed. Covr Financial Technologies was born as the digital arm of National Brokerage, a traditional brokerage firm based in Boise, Idaho. Selling life insurance was a cumbersome, time-consuming process, and Covr’s founders set out to change that. By 2014, National Brokerage was recognized as a leading force […] (212 words)
- [Brian Finn - Covr Financial Technologies](/content/team/brian-finn/index.html): Brian Finn has over 30 years of experience in financial services. Previous roles include Chairman and Chief Executive Officer of Asset Management Finance Corp., a private investment firm that owns stakes in investment managers. At the time of Mr. Finn’s retirement, the AMF portfolio included 17 investments with over $75B of AUM. Previously, Mr. Finn […] (279 words)
- [Julie Rippeto - Covr Financial Technologies](/content/team/julie-rippeto-2/index.html): I am part of the Assistant Case Management team #coloradodreamteam. On our team, we pick up the process after the Application Intake Team takes the application. We review applications, coordinate paramedical exams, and work with carriers to process the final application. The majority of my day is spent moving around parts of applications in various […] (130 words)
- [Brady Dougan - Covr Financial Technologies](/content/team/brady-dougan/index.html): From 2007 to 2015, Brady W. Dougan was the Chief Executive Officer of Credit Suisse, and a member of the Executive Board since 2003. Prior to his appointment as CEO of the Group, Mr. Dougan was the CEO of the Investment Banking division and the CEO of the Americas region. After starting his career in […] (204 words)
- [Board of Directors Archives - Covr Financial Technologies](/content/team_department/board-of-directors/index.html): Noted experts with diverse viewpoints. They keep us focused on driving industry transformation. (304 words)
- [Chris Growney - Covr Financial Technologies](/content/team/chris-growney/index.html): Chris Growney is a director, advisor and investor in a broad range of start up and growth companies. Previously, he was a founder of Clearwater Analytics, investment analytics and accounting software, and Clearwater Advisors, fixed income investment management firm, where he specialized in enterprise sales, partnership and product/business development. He was a founding board member […] (125 words)
- [Gary Parr - Covr Financial Technologies](/content/team/gary-parr/index.html): Gary W. Parr is a Senior Managing Director at Apollo Global Management where he is also a Co-Chairman of the firm’s Management Operating Committee. Previously, Gary was a vice chairman of Lazard. For 30 years, Mr. Parr has focused on providing strategic advice to financial institutions worldwide. He advised on transactions such as the sale […] (264 words)
- [Webcast Ep 8 - Covr Financial Technologies](/content/webcast/customizing-long-term-care-plans/index.html): How to determine whether traditional, hybrid, or life insurance with a rider is best for a client. What you’ll learn: How life insurance can secure your clients’ existing lifestyle, while helping them leave a legacy. Why life insurance should be seen as an asset class, not an expense. Which clients could be a good fit […] (58 words)
- [Protection Planning Reviews - Covr Financial Technologies](/content/sales/protection-planning-reviews/index.html): Incorporating life and long-term care insurance reviews in client review meetings (11 words)
- [Webcast Ep 9 - Covr Financial Technologies](/content/webcast/webcast-ep-9/index.html): Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat […] (69 words)
- [Live Better, Leave More - Covr Financial Technologies](/content/sales/live-better-leave-more/index.html): Lock in a legacy by repositioning excess income into life insurance. (11 words)
- [Summary of the Latest Federal Income Tax Data, 2020 Update - Covr Financial Technologies](/content/news/summary-of-the-latest-federal-income-tax-data-2020-update.html) (22 words)
- [Life Insurance Does Cover Pandemics: NAIC - Covr Financial Technologies](/content/news/life-insurance-does-cover-pandemics-naic/index.html) (22 words)
- [Why life insurance is the new stretch IRA - Covr Financial Technologies](/content/news/why-life-insurance-is-the-new-stretch-ira/index.html) (22 words)
- [Social Security claiming strategies for married couples - Covr Financial Technologies](/content/news/social-security-claiming-strategies-for-married-couples.html) (22 words)
- [The Most Expensive, and Imminently Avoidable Mistake in Asset Protection Fits on a Single Form - Covr Financial Technologies](/content/the-most-expensive-and-imminently-avoidable-mistake-in-asset-protection-fits-on-a-single-form.html): A single outdated beneficiary form can quietly override even the most sophisticated asset protection plan. Review and update beneficiary designations and asset titling regularly to ensure your client’s asset protection plan works as intended and avoids costly, preventable mistakes. (709 words, Jun 15, 2026)
- [Do I Need More Disability Insurance Coverage Even if I Have Coverage at Work? - Covr Financial Technologies](/content/do-i-need-more-disability-insurance-coverage/index.html): Learn how coverage gaps, taxes, and policy limits can impact your income protection and when supplemental coverage may make sense. (369 words, May 18, 2026)
- [Covr CMO Mark Forman Talks Life Insurance on the Disruption Interruption Podcast  - Covr Financial Technologies](/content/covr-cmo-mark-forman-talks-life-insurance-on-the-disruption-interruption-podcast.html): A data-driven look at the $12 trillion life insurance gap and how Covr, Optifino, and VIBE are using AI to improve advisor performance and expand access to coverage. (431 words, Apr 27, 2026)
- [LIRPs are Oversold… and Still Underrated - Covr Financial Technologies](/content/lirps-are-oversold-and-still-underrat/index.html): Learn when a LIRP actually makes sense, who it’s best suited for, and how to use it effectively as a supplemental retirement strategy—not a replacement for traditional plans. (450 words, Apr 23, 2026)
- [Barnett on Financial Technology Report with RJ Lumba  - Covr Financial Technologies](/content/barnett-on-financial-technology-report-with-rj-lumba.html): Covr CEO Sam Barnett recently joined RJ Lumba for his podcast “The Financial Technology Report" to chat modern life insurance. (391 words, Mar 27, 2026)
- [Don’t Replace Yourself - Covr Financial Technologies](/content/dont-replace-yourself/index.html): AI won’t replace you—but using it the wrong way might. Learn how to leverage AI to boost productivity, sharpen your skills, and stay valuable without losing your edge. (829 words, Mar 26, 2026)
- [Covr Appoints Ryan Bivins as Head of Sales to Accelerate Growth and Deepen Carrier Partnerships - Covr Financial Technologies](/content/covr-appoints-ryan-bivins-as-head-of-sales-to-accelerate-growth-and-deepen-carrier-partnerships.html): Covr Financial Technologies announces the appointment of Ryan Bivins as Head of Sales, reinforcing its leadership team to accelerate national distribution growth and expand partnerships across insurance and wealth management. (611 words, Feb 17, 2026)
- [Covr Introduces New CEO and CDO to Guide Company Through Next Phase of Growth - Covr Financial Technologies](/content/covr-introduces-new-ceo-and-cdo-to-guide-company-through-next-phase-of-growth.html): Optifino and Covr announce a transformative merger to create Digital BGA 3.0, uniting AI-powered life insurance technology with compliance and distribution solutions to simplify case design for advisors and clients. (917 words, Jan 7, 2026)
- [Covr Recognized by The Financial Technology Report as one of the Top 50 Financial Technology Companies for 2025 - Covr Financial Technologies](/content/covr-recognized-by-the-financial-technology-report-as-one-of-the-top-50-financial-technology-companies-for-2025.html): Covr has been named a Top 50 Financial Technology Company for 2025, reflecting its momentum in transforming insurance distribution with smarter insights, expert guidance, and industry-leading customer satisfaction. (151 words, Nov 21, 2025)
- [🚨 Big news: Covr has officially merged with Optifino - Covr Financial Technologies](/content/optifino-and-covr-announce-deal-to-transform-life-insurance-distribution.html): Optifino and Covr announce a transformative merger to create Digital BGA 3.0, uniting AI-powered life insurance technology with compliance and distribution solutions to simplify case design for advisors and clients. (608 words, Sep 29, 2025)
- [Covr Recognized as a Top 50 Life and Annuity Technology Provider - Covr Financial Technologies](/content/covr-recognized-as-top-50-life-and-annuity-technology-provider.html): Covr Financial Technologies Recognized by the Everest Group, Amongst Other Leading Providers, for Technology Innovation in Life Insurance (368 words, Dec 11, 2024)
- [Allstate Financial Services Selects Covr to Provide Life Insurance, Long-Term Care, and Disability Insurance Solutions - Covr Financial Technologies](/content/covrs-digitally-enabled-insurance-platform-will-simplify-the-buying-process.html): Allstate Financial Services Selects Covr to Provide Life Insurance, Long-Term Care, and Disability Insurance Solutions (373 words, Nov 14, 2024)
- [Covr Unveils Its Third Generation Insurance Software - Covr Financial Technologies](/content/covr-unveils-its-third-generation-insurance-software.html): Covr Financial Technologies announces the launch of Advisor 3.0, the latest version of its industry-leading insurance platform. (403 words, Oct 11, 2024)
- [Not Your Parent’s Long Term Care: Using Modern Long Term Care Insurance to Protect Customer Assets - Covr Financial Technologies](/content/not-your-parents-long-term-care-using-modern-long-term-care-insurance-to-protect-customer-assets.html): 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 deplete a retirement nest egg quickly. That’s why it’s important to have the LTC conversation with your clients. And Covr Insurance Technologies (Covr) is right there with you, providing modern […] (765 words, Mar 24, 2023)
- [Michael Kalen Joins Board of Trustees of the Connecticut Science Center - Covr Financial Technologies](/content/michael-kalen-joins-board-of-trustees-of-the-connecticut-science-center.html): 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 trustees to their Board, including Covr’s CEO Michael Kalen.  The Connecticut Science Center is the largest and most expansive effort in Connecticut to support science and innovation and is dedicated to lifelong learning […] (109 words, Feb 7, 2023)
- [Covr Partners with Smart Choice to Bring Digital Insurance Solutions to 9,500 Agencies - Covr Financial Technologies](/content/covr-partners-with-smart-choice-to-bring-digital-insurance-solutions-to-9500-agencies.html): 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 even more independent advisors to use Covr’s leading digital solution. Read More Here Learn more at www.CovrPro.com, or call 888-988-6482.To learn more about Smart Choice, please visit https://www.smartchoiceagents.com (70 words, Jan 30, 2023)
- [Citi Selects Covr to Simplify Life Insurance Process for U.S. Consumer Wealth Management Business - Covr Financial Technologies](/content/citi-selects-covr-to-simplify-life-insurance-process-for-u-s-consumer-wealth-management-business.html): 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 care coverage into their financial plans. By utilizing Covr’s platform, Citi’s advisors and clients can access top insurance carriers on a simplified basis.   Continue Reading (70 words, Sep 22, 2022)
- [Covr Pro Brings an Industry-Leading Digital Insurance Platform to Independent Financial Advisors - Covr Financial Technologies](/content/covr-pro-brings-an-industry-leading-digital-insurance-platform-to-independent-financial-advisors.html): 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 created for and trusted by 30,000 advisors at leading financial firms, this new offering will give independent financial advisors a simple, digital solution for life, long-term care, linked-benefit, and disability […] (73 words, Aug 25, 2022)
- [Covr Completes $15m Series B Fundraising Round - Covr Financial Technologies](/content/covr-completes-15m-series-b-fundraising-round/index.html): 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 strong existing investor participation from Sony Innovation Fund by IVG, Aflac Ventures, Allianz Life Ventures, Connecticut Innovations, Fairview Capital, Contour Venture Partners, Commerce Ventures and Tribeca Early Stage Partners. Continue […] (70 words, Apr 7, 2022)
- [E*TRADE Launches Digital-First Life Insurance Offering - Covr Financial Technologies](/content/etrade-launches-digital-first-life-insurance-offering.html): E*TRADE joins forces with Covr to offer life insurance in as little as 15 minutes and many times without a medical exam While nearly one in three consumers say the pandemic has made them more likely to purchase life insurance, actual policy ownership hit 10-year low ARLINGTON, Va. and HARTFORD, Conn., Oct. 28, 2021 /PRNewswire/ — E*TRADE Financial Holdings, […] (93 words, Oct 28, 2021)
- [Digital Insurance Roundup - Covr Financial Technologies](/content/digital-insurance-roundup/index.html): Covr Financial Technologies, Americo Financial Life and Annuity Insurance Company, and global reinsurer SCOR announce the launch of LoanMatch Protector, a life insurance policy customized to a consumer’s loan amortization schedule.  Read More (37 words, Jan 15, 2021)
- [Covr, Americo And SCOR Launch Life Insurance Product Aligned With The Home Loan Process - Covr Financial Technologies](/content/covr-americo-and-scor-launch-life-insurance-product-aligned-with-the-home-loan-process.html): Covr Financial Technologies, Americo Life, Inc. and SCOR launched the LoanMatch Protector product. This is a first-of-its-kind life insurance policy that is customized to a consumer’s specific loan amortization schedule, according to a press release. Loan originators and brokers are able to offer the product during or after the closing process of a loan. The product can […] (125 words, Jan 15, 2021)
- [Covr Announces Industry-Leading New Digital Insurance Platform - Covr Financial Technologies](/content/covr-announces-industry-leading-new-digital-insurance-platform.html): Insurance simplified for Americans looking for online insurance solutions from trusted financial brands HARTFORD, Conn., Dec. 1, 2020 /PRNewswire/ — Covr Financial Technologies today announced a sweeping set of enhancements for insurance solutions for customers of financial brands. Covr’s market-leading digital consumer insurance platform has long enabled consumers to get quotes, apply, and buy easily online from […] (115 words, Dec 1, 2020)
- [Covr Financial Technologies Announces New Head of Direct Distribution - Covr Financial Technologies](/content/covr-financial-technologies-announces-new-head-of-direct-distribution.html): Covr Strengthens Consumer Platform Capabilities with Hire of Todd Ewing HARTFORD, Conn., Sept. 23, 2020 /PRNewswire/ — Covr Financial Technologies (Covr) continues to see significant growth in its consumer business and is pleased to announce Todd Ewing as the Head of Direct Distribution.  Todd comes to Covr with nearly 30 years of experience in insurance direct distribution and direct-to-consumer leadership, including […] (179 words, Oct 7, 2020)
- [Covid-19 Catalyzed Advisor Insurance Planning On This Digital Platform - Covr Financial Technologies](/content/covid-19-catalyzed-advisor-insurance-planning-on-this-digital-platform.html): As more advisors and consumers turn to online and virtual settings to offer and receive advice, they’re accelerating the insurance industry’s digitization, according to the CEO of digital insurance platform Covr. Within 12 months, advisors and consumers on Covr’s platforms using fully digital journeys for insurance increased from 10% of sales to now 62% of […] (113 words, Jul 29, 2020)
- [Covr Financial Technologies Raises $7.5M with Investments from Connecticut Innovations, Fairview Capital and Aflac Ventures - Covr Financial Technologies](/content/covr-financial-technologies-raises-7-5m-with-investments-from-connecticut-innovations-fairview-capital-and-aflac-ventures.html): Capital raise helps accelerate digital innovation in life insurance simplification  Hartford, CT (July 28, 2020) – Covr Financial Technologies (Covr) announces an additional round of investments from Connecticut Innovations, Fairview Capital, Aflac Ventures and its existing investors totaling $7.5 million. This is Covr’s third fund raising round and provides further validation of Covr’s differentiated insurance […] (528 words, Jul 28, 2020)
- [Technology Touching ‘Every Aspect’ Of Insurance In Pandemic - Covr Financial Technologies](/content/technology-touching-every-aspect-of-insurance-in-pandemic.html): Insurers and everyone along the distribution chain have long anticipated the impending technology infusion that would transform the delivery of life insurance and related products to consumers. That technology transformation crept closer at a glacial pace until the COVID-19 pandemic pushed an industry that relies on face-to-face contact to accelerate its plans. And something happened […] (95 words, Jun 23, 2020)
- [Coronavirus boosts insurance demand, creating a tailwind for fintech - Covr Financial Technologies](/content/coronavirus-boosts-insurance-demand-creating-a-tailwind-for-fintech.html): The coronavirus pandemic and resulting market volatility has financial advisors rethinking the role insurance plays in client portfolios.  “There absolutely has been a significant uptick” in demand for life insurance and annuities, says John Yackel, Envestnet’s head of strategic initiatives. More than 100,000 advisors have used the firm’s Insurance Exchange, he says, adding, “People are […] (80 words, Jun 18, 2020)
- [Customizing Long-term Care - Covr Financial Technologies](/content/customizing-long-term-care/index.html): Focus on clients, not statistics. by Jim Gothers When it comes to long-term care solutions, statistics are scary, and too many options can confuse financial planning clients. Analysis paralysis usually results in a lack of any action at all.  No conversation about retirement and financial planning is complete without a discussion of the risk of […] (516 words, May 28, 2020)
- [The Evolution of Life Insurance in the Time of COVID-19 - Covr Financial Technologies](/content/the-evolution-of-life-insurance-in-the-time-of-covid-19.html): Covr is well equipped to help insurance providers adapt. by Mike Furgiuele While the current situation surrounding the coronavirus is challenging for all of us, our insurance carrier partners have made adjustments in several key areas in response to COVID-19: Waiving of medical exams, expanded accelerated underwriting, and an increased use of e-delivery options.  Overall, […] (434 words, May 28, 2020)
- [COVID-19 Puts Gaps in Life and Annuity Shelves - Covr Financial Technologies](/content/covid-19-puts-gaps-in-life-and-annuity-shelves/index.html): A life and annuity distribution veteran says advisors can still match most clients with products. The Wall Street Journal recently ran a prominent article about COVID-19, low interest rates and investment market turmoil reducing U.S. consumers’ access to life insurance. Some life and annuity distributors post streams of copyrighted, for-financial-professionals-only carrier product announcements on the web. The […] (118 words, May 20, 2020)
- [Success Story - Covr Financial Technologies](/content/success-story/index.html): Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Felis bibendum ut tristique et egestas. Arcu felis bibendum ut tristique et. Laoreet non curabitur gravida arcu ac tortor dignissim convallis. Venenatis lectus magna fringilla urna porttitor rhoncus dolor purus. Etiam non quam lacus suspendisse faucibus […] (294 words, May 6, 2020)
- [Strategy Spotlight - Covr Financial Technologies](/content/strategy-spotlight/index.html): Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Felis bibendum ut tristique et egestas. Arcu felis bibendum ut tristique et. Laoreet non curabitur gravida arcu ac tortor dignissim convallis. Venenatis lectus magna fringilla urna porttitor rhoncus dolor purus. Etiam non quam lacus suspendisse faucibus […] (296 words, May 6, 2020)
- [Covr Financial Technologies Adds Leading Life Insurance Innovator Haven Life to Its Platform - Covr Financial Technologies](/content/covr-financial-technologies-adds-leading-life-insurance-innovator-haven-life-to-its-platform.html): 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 […] (752 words, Mar 2, 2020)
- [Covr Financial Technologies Announces New Head of Sales - Covr Financial Technologies](/content/covr-financial-technologies-announces-new-head-of-sales.html): 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 […] (488 words, Jan 23, 2020)
- [Covr Blog: IRA Legacy Planning - Covr Financial Technologies](/content/ira-legacy-planning/index.html): 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 […] (376 words, Jan 16, 2020)
- [Covr Financial Technologies Integration Expands RetireOne's Life, Long-Term Care and Disability Insurance Offerings - Covr Financial Technologies](/content/covr-financial-technologies-integration-expands-retireones-life-long-term-care-and-disability-insurance-offerings.html): 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 […] (659 words, Nov 6, 2019)
- [Advanced Insurance Planning - 3 Key Concepts - Covr Financial Technologies](/content/advanced-insurance-planning-3-key-concepts/index.html): 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 […] (417 words, Nov 5, 2019)
- [Covr Financial Technologies Announces the Next Generation of its Technology-Enabled Life Insurance Platform - Covr Financial Technologies](/content/covr-financial-technologies-announces-the-next-generation-of-its-technology-enabled-life-insurance-platform.html): 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 […] (485 words, Sep 25, 2019)
- [American families can save on "stacking" life insurance options via online solution from Legal & General America and Covr Financial Technologies - Covr Financial Technologies](/content/american-families-can-save-on-stacking-life-insurance-options-via-online-solution-from-legal-general-america-and-covr-financial-technologies.html): – 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 […] (758 words, Sep 20, 2019)
- [Covr Financial Technologies and Envestnet MoneyGuide Expand MoneyGuideElite Collaboration for Financial Advisors - Covr Financial Technologies](/content/covr-financial-technologies-and-envestnet-moneyguide-expand-moneyguideelite-collaboration-for-financial-advisors.html): 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. (738 words, Aug 27, 2019)
- [The Fallacy of Separating Insurance from Financial Planning - Covr Financial Technologies](/content/the-fallacy-of-segregating-insurance-from-financial-planning.html): Covr Financial Technologies: Creating a more positive experience when discussing life insurance with financial advising clients. (409 words, Aug 21, 2019)
- [With Hartford insurance vet at helm, insurtech Covr sees major hiring, fundraising opportunities downtown - Covr Financial Technologies](/content/with-hartford-insurance-vet-at-helm-insurtech-covr-sees-major-hiring-fundraising-opportunities-downtown.html): www.hartfordbusiness.com Covr Financial Technologies may be new to Hartford, but its chief executive has long been a fixture of downtown’s growing insurance-technology ecosystem. In January, the digital life insurance ... (962 words, Jul 18, 2019)
- [Hartford insurtechs among 2019 VentureClash semifinalists - Covr Financial Technologies](/content/hartford-insurtechs-among-2019-ventureclash-semifinalists.html): Nearly three dozen startups, including two based in downtown Hartford, have been selected as semifinalists for Connecticut Innovations' (CI) $5 million VentureClash 2019 challenge, the quasi-public agency said. (237 words, Jul 18, 2019)
- [Covr Financial Technologies launches industry-leading Long-Term Care comparative tool for financial advisors - Covr Financial Technologies](/content/covr-financial-technologies-launches-industry-leading-long-term-care-comparative-tool-for-financial-advisors.html) (635 words, Mar 14, 2019)
- [Insurance startups have raised billions as industry players fight tech disruptors - Covr Financial Technologies](/content/insurance-startups-raised-billions-industry-players-fight-tech-disruptors.html) (960 words, Sep 27, 2018)
- [Covr Financial Technologies raises $10 Million in Series A Funding](/content/covr-raises-10mm-series-a/index.html): Covr Financial Technologies, a digital, multi-carrier life insurance platform for financial institutions, today announced it has raised $10 million in Series A funding. (617 words, Sep 25, 2018)
- [Covr Financial Technologies launches Covr Insights – a complete policy management system to track, analyze, and manage life insurance business. - Covr Financial Technologies](/content/covr-launches-covr-insights/index.html) (628 words, Jul 11, 2018)
- [Cetera Financial Institutions Integrates Web-Based Insurance Portal with Leading Financial Planning Software to Support Advice-Centric Experience Model - Covr Financial Technologies](/content/cetera-financial-institutions-integrates-web-based-insurance-portal-leading-financial-planning-software-support-advice-centric-experience-model.html) (1,170 words, Apr 27, 2018)
- [Covr Financial Technologies appoints Chris Growney to Board of Directors; Gregory Fleming and Robert Kerzner, join Covr’s Advisory Board - Covr Financial Technologies](/content/covr-appoints-chris-growney-to-board-of-directors-greg-fleming-and-bob-kerzner-join-covr-advisory-board.html) (642 words, Apr 26, 2018)
- [Covr Financial Technologies announces Michael Kalen as Chief Executive Officer - Covr Financial Technologies](/content/covr-announces-michael-kalen-ceo/index.html) (790 words, Mar 19, 2018)
- [Covr Financial Raises $5 Million From Four Leading Venture Capital Firms - Covr Financial Technologies](/content/covr-raises-5-million/index.html) (714 words, Jun 14, 2017)
- [BBVA Compass Insurance Agency and Covr Open One-Stop Digital Insurance Shop - Covr Financial Technologies](/content/bbva-compass-insurance-agency-and-covr-open-one-stop-digital-insurance-shop.html) (954 words, Apr 6, 2017)
- [Life Insurers Draw on Data, Not Blood - Covr Financial Technologies](/content/wsj-draw-on-data-not-blood/index.html) (965 words, Jan 12, 2017)
- [PIEtech, Inc. and Covr Financial Technologies Collaborate to Streamline the Implementation of Insurance in MoneyGuidePro - Covr Financial Technologies](/content/pietech-inc-and-covr-financial-technologies-collaborate.html) (809 words, Nov 3, 2016)

## Listings & Categories

- [Covr-Admin, Author at Covr Financial Technologies - Page 3 of 5](/content/author/covr-admin/page/3/index.html) (601 words)
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- [Covr-Admin, Author at Covr Financial Technologies - Page 2 of 5](/content/author/covr-admin/page/2/index.html) (641 words)
- [Life Insurance Technology Archives - Covr Financial Technologies](/content/tag/life-insurance-technology/index.html) (290 words)
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- [Press Releases Archives - Covr Financial Technologies](/content/category/press-releases/index.html) (659 words)
- [Articles Archives - Covr Financial Technologies](/content/category/articles/index.html) (741 words)
- [Covr-Admin, Author at Covr Financial Technologies](/content/author/covr-admin/index.html) (577 words)
- [author/brandon-harrar/index.html](/content/author/brandon-harrar/index.html) (24 words)
- [Strategy Spotlight Archives - Covr Financial Technologies](/content/category/strategy-spotlight/index.html) (60 words)
- [Insurance Archives - Covr Financial Technologies](/content/category/insurance/index.html) (530 words)
- [mark.forman, Author at Covr Financial Technologies](/content/author/mark-forman/index.html) (82 words)
- [News Archives - Covr Financial Technologies](/content/category/news/index.html) (70 words)
- [Success Story Archives - Covr Financial Technologies](/content/category/success-story/index.html) (59 words)
- [Allianz Archives - Covr Financial Technologies](/content/tag/allianz/index.html) (14 words)

## About Pages

- [About Covr - Covr Financial Technologies](/content/about/index.html): Covr simplifies insurance for financial brands and their clients. Simplicity. Choice. Speed. Covr’s digital, white-labeled platforms integrate seamlessly with financial brands to provide life, long-term care, disability, and supplemental health solutions from top carriers to their clients in a simple, turnkey way.  Our AI-driven tools, digital advice model and omni-channel sales support seamlessly blends high-tech and high-touch. We’re dedicated to transforming […] (149 words)

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