Insights to Transform 
Your Practice

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

Covr Financial Technologies appointments two senior executives to its leadership team: Sam Barnett as Chief Executive Officer (CEO) and Bob Klein as Chief Distribution Officer (CDO). Barnett and Klein founded VIBE Insurance Services together, and their team will be acquihired by Covr as part of the leadership transition.

More Than a Policy: Life Insurance as a Wealth Strategy

Permanent life insurance policies differ slightly in their design and function, but all have the same main attributes: they are intended to last the lifetime of the insured and contain a cash value and a death benefit.

Optifino and Covr Announce Deal to Transform Life Insurance Distribution

Optifino-Covr merger unites Covr's robust operational & compliance infrastructure with Optifino's AI-powered case design and analytics.

Case Study: Insurance Industry Veteran Mike Shean of the Dormie Group in Chicago

Confidently help clients transfer values--not just wealth--and reclaim your independence while building legacy for clients and yourself.

Three Macro Trends Impacting Long-Term Care — and Why It’s Time to Talk About It

"Three Macro Trends Impacting Long-Term Care,” explores the demographic and economic forces shaping the looming Long-Term care challenge.

How Financial Services are Failing Women

Male-dominated financial industry has failed women meaningfully, and there's a shift in how advice should be framed and delivered to them.