20 min

Strengthening Product Innovation and Distribution with Jasmine Jirele: Part I WealthTech on Deck

    • Investing

In this episode, Jack talks with Jasmine Jirele, President and CEO of Allianz Life Insurance Company of North America.
As the head of one of the most successful insurance companies in the country, Jasmine brings a fresh take to the CEO role as she brings the company into its next phase. Jasmine committed much of her career to financial services and eventually landed her dream job as the Chief Growth Officer at Allianz where she was able to coordinate projects within operations, marketing, and product. 
Jasmine talks with Jack about the process of incorporating product and distribution relationships with tech, and the impact of the pandemic and accelerated innovation on the industry’s future.
“Being very deliberate and focused on building all of the enabling capabilities to help us grow - it’s not just product or just distribution - it’s also really important to have a very strong customer experience and to make sure that the digital tools and processes are there to enable our advisors to really serve their clients in ways that are user-friendly and meet their clients’ needs.” ~ Jasmine Jirele

Main Takeaways 

Registered Index-Linked Annuities (RILA) have been growing rapidly as some of the assets have been shifting away from traditional variable products.

The three-legged stool of client needs includes strength in product innovation, depth of distribution relationship, and having a technology-enabled experience that can differentiate an organization. 

Having the right technology in place is a big factor in strengthening the advisor-customer relationship. Make sure your products are integrated into financial planning tools and platforms and that distribution partners are leveraging tech to manage products and secure product approvals.


Links

Jasmine Jirele on LinkedIn

Allianz Life Insurance Company of North America

Wells Fargo

Salesforce

Riskalyze

Chad Virgin

Heather Kelly

Joe Duran

Corey Walter

James Gorman

Emily Reitan

Washburn Center for Children


Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter


Subscribe and stay in touch

Apple Podcasts

Spotify

LinkedIn

Twitter

Facebook

In this episode, Jack talks with Jasmine Jirele, President and CEO of Allianz Life Insurance Company of North America.
As the head of one of the most successful insurance companies in the country, Jasmine brings a fresh take to the CEO role as she brings the company into its next phase. Jasmine committed much of her career to financial services and eventually landed her dream job as the Chief Growth Officer at Allianz where she was able to coordinate projects within operations, marketing, and product. 
Jasmine talks with Jack about the process of incorporating product and distribution relationships with tech, and the impact of the pandemic and accelerated innovation on the industry’s future.
“Being very deliberate and focused on building all of the enabling capabilities to help us grow - it’s not just product or just distribution - it’s also really important to have a very strong customer experience and to make sure that the digital tools and processes are there to enable our advisors to really serve their clients in ways that are user-friendly and meet their clients’ needs.” ~ Jasmine Jirele

Main Takeaways 

Registered Index-Linked Annuities (RILA) have been growing rapidly as some of the assets have been shifting away from traditional variable products.

The three-legged stool of client needs includes strength in product innovation, depth of distribution relationship, and having a technology-enabled experience that can differentiate an organization. 

Having the right technology in place is a big factor in strengthening the advisor-customer relationship. Make sure your products are integrated into financial planning tools and platforms and that distribution partners are leveraging tech to manage products and secure product approvals.


Links

Jasmine Jirele on LinkedIn

Allianz Life Insurance Company of North America

Wells Fargo

Salesforce

Riskalyze

Chad Virgin

Heather Kelly

Joe Duran

Corey Walter

James Gorman

Emily Reitan

Washburn Center for Children


Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter


Subscribe and stay in touch

Apple Podcasts

Spotify

LinkedIn

Twitter

Facebook

20 min