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The Financial Institution Insurance Council Presents

The Financial Institution Insurance Council Presents

Written by: rmittel
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About this listen

 Join The Financial Institution Insurance Council co-directors Bob Mittel and Scott Stathis for insightful discussions with industry experts. Recordings were taken from the council’s monthly peer group meeting covering topics including insurance sales, marketing, and successful strategies.Copyright 2022 All rights reserved. Economics Marketing Marketing & Sales
Episodes
  • Regulatory Updates and Insights

    Regulatory Updates and Insights
    Oct 7 2025

    Join Arshawn Teymoorian of McIntyre & Lemon and the FIIC team as they discuss regulatory updates such as privacy laws and licensing uniformity, as well as deregulatory trends, and related opportunities such as partnering with Trust for the servicing of protection opportunities.
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    1 hr and 6 mins
  • Life Insurance: Products, Positioning & Profit

    Life Insurance: Products, Positioning & Profit
    Oct 7 2025

    Join Paul Pichie of Back Nine and Bob Mittel of FIIC as they discuss creative insurance solutions for the middle and high-net-worth markets products aimed at college education, longevity, and tax efficiency. They also discuss the evolution and effectiveness of insurtech scalability.
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    52 mins
  • Key Take-Aways - FIIC Bank Owned Insurance Agency Roundtable

    Key Take-Aways - FIIC Bank Owned Insurance Agency Roundtable
    Sep 8 2025

    Join Wayne Walkotten of MarshBerry and Scott Stathis from FIIC as they discuss key take-aways from the Bank Owned Agency Roundtable as well as the evolving State of the Industry metrics.

    Discussion topics include the following:

    • Partnering with other lines of business
    • Incenting for internal insurance partnerships
    • Agency valuations
    • M&A Trending
    • Growth, profitability, and sales velocity trending
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    50 mins
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