Our Past Speakers

The Future of Insurance gives you and your COIs access to expert perspectives on how the current environment is impacting your HNW and UHNW clients. Our speakers have delivered essential insights and strategies for navigating COVID‑19 and beyond.

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See the replays of our previous sessions.

Speaker 1

Kedra Newsom

Boston Consulting Group

Insights into the complex needs of HNW and UHNW women and the strategies required to be a good advisor in this market.

Recorded October 28

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Speaker 1

Paul Ryan

54th Speaker of the House

NEED CONDENSED SUMMARY

Recorded October 7

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Speaker 1

Henry Wong & Tod Nasser

Carrier Partner Panel

Seasoned experts from John Hancock and Pacific Life discuss their years of experience in product design, investment opportunities, and hedging strategies as it pertains to today’s economy.

Recorded September 23

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Speaker 1

Don Delf

PwC US

Take an in-depth look at sophisticated financial transactions, wealth transfer planning, life insurance analysis, asset protection, cash flow planning, and financial modeling.

Recorded September 9

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Speaker 1

Tony Arnerich

Arnerich Massena

Explore current trends related to ESG (environmental, social, governance) investing, intentional investing, and wealth transfer to the next generation.

Recorded August 12

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Scott Clemons

Scott Clemons

Brown Brothers Harriman, CFA

Providing key Insights on international and domestic markets and how to invest in the wake of COVID-19.

Recorded July 29

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Zanny Beddoes

Zanny Beddoes

The Economist

2020 KEYNOTE SPEAKER:
How key drivers have been impacted by the pandemic.

Recorded July 15

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Marc & Armstrong

Marc Cadin &
Armstrong Robinson - AALU

How the shifting landscape could affect long-term legislative policies in the insurance marketplace and SBA implications for Member Firms and their clients.

Recorded June 24

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Marc

Marc-Andre Giguere -
Munich Re

What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current market conditions?

Recorded June 17

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Doug French

Doug French -
Ernst & Young

Beyond COVID 19: How the insurance industry will reimagine their business in light of current economic disruption.

Recorded June 3

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Colin

Colin Devine -
C. Devine & Associates

Explore where the U.S. life insurance industry stands today, and what we can expect in the wake of COVID-19.

Recorded May 20

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Dr. Krosby

Dr. Quincy Krosby -
Prudential

Of the moment insights into financial markets, shifting consumer behaviors, and key concerns for HNW and UHNW individuals.

Recorded May 6

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Jeff Bush

Jeff Bush -
The Washington Update

Exploring the intersection of coronavirus legislation and its effects on individuals, small businesses and industries, and the national election.

Recorded April 22

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