Covr Financial Technologies

Covr was proud to sponsor the FIIC Annual Protection Summit this week in Fort Lauderdale, represented by our Head of Enterprise Sales, Christopher C. Murray Our CMO, Matthew Herz, joined a panel discussing how banks and credit unions can enhance financial wellness for their customers through strategic partnerships. Led by Scott Stathis and Robert J Mittel, FIIC is a leadership group focused on helping financial institutions better serve their clients’ protection needs through innovative solutions and collaboration. #FIICSummit #FinancialWellness #StrategicPartnerships #InsuranceSolutions #BankingInnovation #ClientProtection #Insurtech #Covr

Excited to be at InsureTech Connect 2024. Scott Kelly was an awesome keynote speaker. Michael Kalen #digitalinsurance

🔥  BREAKING NEWS 🔥  Covr releases 3rd Generation Advisor Platform. Covr Advisor 3.0, takes digital transformation to the next level, providing financial professionals with powerful tools to deliver a faster, more efficient experience, customized solutions for their clients, and streamlined customer service and compliance. ➡️ https://hubs.li/Q02T5n9r0 Read more about the most advanced platform in the financial industry that simplifies the way advisors sell and manage their life insurance. #Covr #FinancialAdvisors #LifeInsurance #insuretech #simplify https://hubs.li/Q02T5n9r0

Help your clients create an IRA Legacy with smart RMD planning strategies! Join our upcoming webinar to learn straightforward, tax-efficient ways to turn Required Minimum Distributions into lasting legacies for your clients. Let’s secure their financial future together. https://hubs.li/Q02SSzjb0 🗓️   Date: Wednesday, October 23, 2024 🕓   Time: 4:15 - 4:45pm EST #FinancialAdvisors #RMDPlanning #IRALegacy #WealthTransfer

Q4 is here, and it is time to revisit your clients' wealth transfer goals. Have you considered how RMDs can play a key role in their strategy? Consider using RMDs as life insurance premiums, clients can maximize their legacy while reducing estate tax impacts. Want to learn more? Join our webinar for actionable insights on leveraging RMDs to enhance your clients' wealth transfer plans. 🔗    Sign up today and take your RMD planning to the next level! https://hubs.li/Q02S3vQH0 #WealthTransfer #FinancialPlanning #RMDStrategy #AdvisorTools #CovrSolutions

Last week, Covr Financial Technologies hosted its National Sales Conference in Hartford, CT, bringing together its national sales team, carrier partners and Corporate leadership. Big thanks to Legal & General America, Lincoln Financial, Protective Life, Prudential Financial, Symetra, Brighthouse Financial, Nationwide, and John Hancock who helped sponsor the meeting and present ideas for our clients. Covr’s platform is utilized by over 30,000 financial advisors and independent agents to simplify their business, reduce cycle times, and ensure accurate processing. As a 100% digital BGA, we’re focused on helping advisors place more business efficiently, offering virtual point-of-sale, enhanced underwriting, real time case status and advanced sales support to streamline the process. A highlight of the event was our executive panel moderated by Michael Kalen, featuring Bobbie Watkins (Head of Operations), Scott Cuyler (VP of Product), Matthew Herz (Chief Marketing Officer), and Michael Furgiuele (VP of Product & Carrier Strategy). Maurizio Matias, Ahmir Lee, Ashley J. Brown, Chip Hitchcock, Chris Foley, Chris Medlock, Daniel Brent Vernon, Eric Larson, Evan Palmberg, Jason Hendershott, CFP, ChFC, CLU, Jason Preszler, Kristin S., Maxx Bugg, Nathan Hall, LUTCF, Vinnie Azzinnari #covr #salesconference #topgun #salesbuilder #lifeinsurance

🌟    Life Insurance Awareness Month is the perfect time for advisors and financial institutions to explore how life insurance can enhance client offerings and secure financial futures. Our Digital Insurance Platform simplifies the process, making it easier to provide the right solutions for your clients. Join us on September 25, 2024, at 4:15 pm EST for a webinar on how you can strengthen client relationships and grow your practice with life insurance. Secure your spot today! https://hubs.li/Q02QlGvn0 #LifeInsuranceAwarenessMonth #ProtectWhatMatters #BuildYourPractice #FinancialSecurity #lifeinsurance #FinancialAdvisors #CovrWebinar #Covr

🌟 September is Life Insurance Awareness Month! 🌟 As we transition into Fall, now is the perfect time to reflect on your clients' financial futures and ensure that they're prepared for everything. This September, let’s raise awareness about the importance of life insurance and take proactive steps towards financial preparedness. Join us for our upcoming webinar on September 25th at 4:15 pm EST to secure their financial future with Covr. Register today at https://hubs.li/Q02Pjn1d0! Life insurance isn’t just a policy; it’s a promise to protect your loved ones when they need it most. Covr's digital platform empowers financial brands and their advisors to provide their clients with the tools and resources needed to make informed decisions about life insurance. 🌐✨ #LifeInsuranceAwarenessMonth #FinancialPreparedness #Covr #InsuranceSimplified #ProtectYourLovedOnes

.🚨  Webinar Reminder! 🚨  Don't miss out on an exclusive opportunity to enhance your knowledge in life insurance underwriting—one of the most critical factors in successfully placing your clients' insurance applications. Join us to gain insights from the experts at Covr and elevate your practice to the next level. Join us today! https://hubs.li/Q02M2Hyl0 #Underwriting #Insurance #Webinar #Covr #FinancialAdvisors #ClientSuccess

🔒   Do your clients need a protection plan for their small business? Explore vital business protection strategies such as Buy/Sell Agreement Funding, Key Person Insurance, Business Continuation Planning, Loan Protection, and more. Join our webinar on August 1, 2024, at 4:15 pm EST to learn more. Secure your spot today! https://hubs.li/Q02H_dt80 #BusinessProtection #BuySell #lifeinsurance #FinancialAdvisors #CovrWebinar #Covr