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Financial Planning Month-October

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Ken Leibow

Ken Leibow

Ken is the Founder and Chief Executive Officer at InsurTech Express and has more than 34 years of insurance industry experience. He has an extensive background in insurance technology for distribution and back-office systems. Prior to founding InsurTech Express, Leibow worked for Genworth Financial, Mutual of Omaha, and as vice president of operations at Diversified Underwriters Services, Inc. As Chief Operating Officer of Integrated Insurance Technologies owned by SelectQuote, Ken built the largest life insurance data exchange hub in the industry, processing over one million policies per year and $30 billion of annuities (now owned by Oracle, Inc). As a NAIFA partner Ken has agreed to share his lessons learned and experience with our members. He contributes content to NAIFA’s Advisor Today platform, as well as the blogs on NAIFA’s Business Performance Center, Talent Development Center, and Limited and Extended Care Planning Center. “I am excited to partner with NAIFA who provides great services for its members. My goal is to be a resource for advisors, leveraging my 34 years' experience in the industry, on educating them on technology that will help grow sales and reduce costs in their practice,” Leibow said. “My company InsurTech Express, has been a central industry resource for insurance technology for Life Insurance, Annuities, and Long-Term Care. I want to share information on sales tools and other solution platforms that can help NAIFA members be more competitive from lead generation to helping them automate managing their book of business. I can also provide tips and recommendations for advisors on general technology for their back-office."

Recent posts by Ken Leibow

3 min read

Crucial Tips to Secure Your Data

By Ken Leibow on 8/30/21 4:40 PM

There are countless horror stories where people have had their identity stolen and their bank accounts wiped out. 80% of victims will continue to use the Internet despite the risks because that’s the world we live in today. I want to focus on giving you tips to protect your privacy and help you function every day securely for both personal and business.

Topics: Technology Tools Technology Advisor Today
3 min read

What I Need to Know About CRMs for My Life Insurance Practice

By Ken Leibow on 7/23/21 9:27 AM

There are literally hundreds if not thousands of “Client Relationship Management Systems” CRMs in the marketplace. I am selectively going to talk about some of the more popular or industry CRMs, yet not purposely excluding any specific vendor or CRM product. You can identify CRMs in 1 of 3 categories: Generic, Industry Specific, or Home Grown. The CRM companies that are Generic like the big names: SalesForce, Microsoft, and Oracle for example are powerful products. These Fortune 500 companies have figuratively unlimited resources to setup their software to fit your practice. Typically this can be a little more on the expensive side, but makes sense with a larger agency that has many advisors. I would be wary about a generic CRM solution from a small vendor because even though you can license it at a lower cost, you may find them to be problematic for a many reasons like incompatibility for integrating data and limited functionality. There are some new popular generic CRMs from middle size companies like like Zoho and HubSpot that are really easy to use and setup with a lot of functionality. It is easy to gravitate to Industry specific CRMs because they are practically ready to use right out of the box. See information on some industry specific CRMs below.

Topics: Technology CRM
2 min read

Become a Life Insurance eRetailer With Digital Direct to Consumer Sales

By Ken Leibow on 6/22/21 9:30 AM

Selling Life Insurance using a digital platform on your website for consumer direct insurance tools is now the hottest trend! Now more than ever, consumers want to shop, compare, and apply for coverage online and on their terms. The goal is to make the experience of protecting loved ones with life insurance as simple and stress-free as possible. Here are some key reasons why digital life insurance sales has gained momentum: COVID requiring remote sales; 72 million Millennials (25–40-year olds) who would rather shop on their own; massive use of mobile devices averaging 3.8 hours per day; and social media usage 2.5 hours per day for adults in the USA.

Topics: Running Your Practice Technology Members FinTech

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