The Financial Institution Insurance Council Presents

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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.

  1. Aug 5

    The Coverage Connection - How providing protection solutions helps you engender trust

    Your institution’s clients are buying insurance every day. They should be buying it from you! In this episode Heath Boeke, the co-founder of the National Credit Union Insurance Alliance, and Blake Arko, the CFO of Great Lakes Credit Union Holdings, discuss the halo effect of protecting client assets and what it takes to launch a successful insurance offering.

  2. Jul 8

    Are Your Customers Buying Insurance Somewhere Else?

    Your institution’s customers are buying life, home, auto, and commercial insurance from someone else every single day as you watch valuable revenue and relationship opportunities walk out the door even though banks possess every structural advantage needed to dominate this market. This conversation debunks persistent myths about balance-sheet risk, reputational exposure, and licensing complexity, and delivers a practical roadmap to turn insurance sales into recurring, non-interest fee income that generates valuable multi-generational referrals. Listen to the leaders who wrote the playbook and bankers who executed it! Arshawn Teymoorian, McIntyre & Lemon, PLLC – author of The Unclaimed Frontier J. Kevin A. McKechnie, Senior Vice President & Director, ABA Office of Insurance Advocacy Dan Bonano, Vice President, Bank Channel Strategy, Franklin Madison Ryan Newman, President, TRB Insurance - A division of Texas Regional Bank – who recently built a successful top tier insurance agency inside the institution. Wayne Walkotten, EVP - Marsh Berry – Global Leader in Investment Banking and Consulting

  3. Jun 9

    AI-Powered Insurance Sales Growth

    In this episode we interview Vaib Saxena, founder of Infer, an agentic AI insurtech company. We focus on evolving opportunities for financial institutions to leverage AI to increase efficiencies, protect client assets, and generate more protection-oriented revenue.

  4. May 6

    How to Increase Insurance Sales

    Join Bob Mittel and Scott Stathis, co-founders of the Financial Institution Insurance Council, as they discuss proven ways to increase insurance sales in this punchy 26 minute conversation summarizing lessons learned from the past five years of hosting FIIC events, research, and discussions. Highlights include the following: Utilizing the best asset protection discovery questions Building protection into retirement planning Levers for increasing protection revenue generation Unleashing the inherent competitive advantages of financial institutions

  5. Apr 14

    Leveraging Technology to Drive Protection Revenue

    This episode of FIIC Presents dives into leveraging insurance technology to eliminate friction in the selling and buying process and consequently increasing insurance revenues. We’ll also discuss optimizing the client experience as well as the evolving impact of AI in our industry. Our guests are Art Delgado from Texas Regional Bank Brett Tattersall from Back Nine Insurance Melanie Rosenthal from Back Nine Insurance

  6. Feb 27

    Why Your Institution Should Consider Pet Insurance

    In this FIIC Presents podcast episode we discuss the halo effects of providing pet insurance to your clients. The discussion includes the following: Market statistics The evolution of vet costs verses insurance costs Pet telehealth How employers are getting into the mix The evolving involvement of financial institutions   Join Kelly Hebert of Comparion/Liberty and David Schaeffer from IMAC for this insightful discussion.

  7. 10/07/2025

    Regulatory Updates and Insights

    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.

  8. 10/07/2025

    Life Insurance: Products, Positioning & Profit

    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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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.

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