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237 - The Future of Retiretech With Michael Kalen
Manage episode 435650856 series 3559493
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In this episode of That Annuity Show, the hosts discuss the latest headlines in Retiretech and interview Michael Kalen, the CEO of Covr. They explore the impact of technology on retirement planning, the role of annuities in financial planning, and the changing landscape of the industry. They also touch on the influence of regulation and the potential for AI in the future. The conversation highlights the importance of data, transparency, and innovation in solving the retirement income problem.
Takeaways
Retiretech is a growing field that focuses on developing technologies and solutions specifically for retirement planning.
Annuities have become a preferred product solution for retirement income, and carriers are shifting their focus from product to solution.
Technology, such as AI and data-driven tools, is playing a significant role in improving decision-making and enhancing the retirement planning process.
Regulation, such as the SECURE Act and the DOL rule, has had an impact on the retirement industry, driving better disclosure and best interest standards.
The industry is experiencing change and innovation, with new products, solutions, mergers, and acquisitions shaping the Retiretech landscape.
The integration of technology, data, and transparency is crucial in solving the retirement income problem and providing better outcomes for clients.
Learn more: https://imagine.nfg.com/innovation-in-retiretech/
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