Beyond the Challenge

Kevin and Sandy Dougherty talk to Nash Subotic, Founder and CEO of WestPac Wealth Partners. Nash oversees the strategic direction of the firm, talent acquisition, and advises high net worth clients. Nash is a Registered Principal, he holds Series 7, 65, 63, 24, and Life & Health licenses. /COMPLIANCE:2020-3339/

Kevin and Sandy Dougherty talk to Scott Jarred, CFP®. Scott is the founder and CEO of Invst. His mission is to educate, guide, and counsel people toward reaching their full financial potential. Scott offers insights on the opportunities and challenges facing financial services and the Insurance industry.

Today's Guest: Nicolas Lance, Global Business Transformation Leader

Kevin and Sandy Dougherty are talking with Nicolas Lance about the future of distribution and how technology is helping cut costs and increase sales.

Today we are talking with Jon Stenberg, Executive Vice President, Individual Life at Symetra about how technology is helping to close the coverage gap.

Host Sandy and Kevin Dougherty speak with Tim Ash, CEO at Ash Brokerage about the challenges and innovations faced by Insurance carriers and producers in a new virtual selling environment.

Host Sandy Dougherty continues the interview with Mike Hamilton, Senior Vice President of RBC. They talk about innovation and technology in the insurance business and the changes that are occurring.

RBC Senior Vice President Mike Hamilton joins host Kevin Dougherty to talk about how financial services have managed the challenges of the pandemic, an aging sales force, and new technology.

In this episode, hosts Kevin and Sandy Dougherty welcome you to the new podcast, discuss what you'll hear, and share some insights from the guests who have been interviewed.