Articles

Covr CMO Mark Forman Talks Life Insurance on the Disruption Interruption Podcast 

Articles, Insurance /

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 been slow to change. Mark and KJ share a candid, data-driven conversation about why permanent life insurance moves slowly and how the status quo isn’t just inconvenient. It’s preventing some folks from getting coverage, and possibly putting families at risk.  A $12 […]

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LIRPs are Oversold… and Still Underrated

Articles, Insurance /

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 people who don’t have the cash flow, don’t have the liquidity, or frankly don’t even have a real protection need. It’s inappropriate in those situations.  But here’s the part that gets lost in the noise: Just because something is oversold doesn’t mean it’s not valuable

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Barnett on Financial Technology Report with RJ Lumba 

Articles, Insurance /

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 accidental career in insurance, how long-time collaborator Bob Klein broke some important news to him about his true calling, and how his experience with his daughter made him a long-time supporter of St. Jude

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Covr Appoints Ryan Bivins as Head of Sales to Accelerate Growth and Deepen Carrier Partnerships

Articles, Press Releases /

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 Financial Technologies, an award-winning provider of digital insurance solutions, today announced the appointment of Ryan Bivins as Head of Sales, strengthening the company’s leadership team as it continues to scale

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Covr Introduces New CEO and CDO to Guide Company Through Next Phase of Growth

Articles, Press Releases /

Insurance veterans Sam Barnett and Bob Klein – known for steering major carriers through pivotal expansion – step in as Covr advances its’ next-gen digital BGA strategy. NEW YORK, Jan. 7, 2026 /PRNewswire/ — Covr Financial Technologies, an award-winning provider of digital insurance solutions, today announced the appointment of two senior executives to its leadership team: Sam Barnett

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Covr Recognized by The Financial Technology Report as one of the Top 50 Financial Technology Companies for 2025

Articles, Press Releases /

Covr has been named one of the Top 50 Financial Technology Companies for 2025 by The Financial Technology Report, joining a select group of innovators like Wealthfront, MyVest, and Pontera who are shaping the future of financial services. This recognition follows Covr’s inclusion in the Everest Group’s “Leading 50™ Life & Annuity (L&A) Insurance Technology

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🚨 Big news: Covr has officially merged with Optifino

Articles, Press Releases /

Optifino and Covr Announce Deal to Transform Life Insurance Distribution NEW YORK, Sept. 29, 2025 /PRNewswire/ — Optifino, the digital Brokerage General Agency (BGA), radically simplifying the life insurance experience, and Covr Financial Technologies–an award-winning provider of digital insurance solutions, today announced a transformative merger to create Digital BGA 3.0. This merger unites Covr’s robust operational and compliance infrastructure

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Covr Recognized as a Top 50 Life and Annuity Technology Provider

Articles, Press Releases /

Covr Financial Technologies Recognized by the Everest Group, Amongst Other Leading Providers, for Technology Innovation in Life Insurance HARTFORD, Conn., Dec. 11, 2024 /PRNewswire/ — Covr Financial Technologies, a digital insurance solution provider, has been named a top life and annuity technology provider by the Everest Group in its recently released report. The recognition highlights Covr’s considerable

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Allstate Financial Services Selects Covr to Provide Life Insurance, Long-Term Care, and Disability Insurance Solutions

Articles, Press Releases /

Covr’s Digitally Enabled Insurance Platform Will Simplify the Buying Process HARTFORD, Conn., Nov. 14, 2024 /PRNewswire/– Covr, a leading digital insurance provider, has partnered with Allstate Financial Services, LLC to offer a streamlined suite of life, long-term care (LTC), and disability income insurance solutions through Covr’s digital platform. This partnership provides Allstate Financial Services customers with a

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