COVID-19 Puts Gaps in Life and Annuity Shelves
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 […]
Read More...Covr Financial Technologies Adds Leading Life Insurance Innovator Haven Life to Its Platform
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), […]
Read More...Covr Financial Technologies Announces New Head of Sales
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 […]
Read More...Covr Blog: IRA Legacy Planning
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 […]
Read More...Covr Financial Technologies Integration Expands RetireOne’s Life, Long-Term Care and Disability Insurance Offerings
SAN FRANCISCO, Nov. 6, 2019 /PRNewswire/ — A new partnership with Covr Financial Technologies fills out the RetireOne platform of insurance solutions for Registered Investment […]
Read More...Advanced Insurance Planning – 3 Key Concepts
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 […]
Read More...Covr Financial Technologies Announces the Next Generation of its Technology-Enabled Life Insurance Platform
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 […]
Read More...American families can save on “stacking” life insurance options via online solution from Legal & General America and Covr Financial Technologies
– 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 […]
Read More...Covr Financial Technologies and Envestnet MoneyGuide Expand MoneyGuideElite Collaboration for Financial Advisors
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.
Read More...The Fallacy of Separating Insurance from Financial Planning
Covr Financial Technologies: Creating a more positive experience when discussing life insurance with financial advising clients.
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