Hitch long-term obligations to capital for greater tax efficiency
by Sam Barnett Look, life insurance IS a protection product, no argument there. So when it powers a COLI strategy, folks naturally file the whole […]
Read More...Stop asking your clients “have you thought about life insurance?”
by Sam Barnett Many folks try to open a dialogue about important things with questions that can be answered with just a single word. That’s poor design. In the case of financial advisors and insurance agents specifically, client […]
Read More...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 […]
Read More...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, […]
Read More...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 […]
Read More...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 […]
Read More...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 […]
Read More...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 […]
Read More...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 […]
Read More...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 […]
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