Beyond the Challenge Podcast
Episode 18 with Paul Quaranto, President and CEO at Boston Mutual Life Insurance - How to Stay Relevant in a Disruptive Marketplace
Kevin and Sandy Dougherty talk with Paul Quaranto, Chairman, Chief Executive Officer and President at Boston Mutual Life Insurance Company about the challenges and opportunities facing insurance organizations and the need for innovation to stay relevant. Under his...
Episode 17 with Mike DeKoning, SVP, Insurance Solutions at Thrivent – Transformation and Innovation for the Carrier of the Future
Kevin and Sandy Dougherty talk with Mike DeKoning, SVP Thrivent Financial about the challenges and opportunities for fraternal organizations and the need for both transformation and innovation to thrive. Mike is responsible for developing Thrivent’s portfolio of...
Episode 16 with Rino D’Onofrio, President and CEO RBC Life Insurance Company – How a Top 10 Carrier Stays at the Top
Kevin and Sandy Dougherty talk with Rino D’Onofrio, President and CEO RBC Life Company about staying relevant, embracing new technology and reimagining product design. Rino sits on the Board of the Canadian Life and Health Insurance Association and is also a member of...
Episode 15 with Cynthia Tidwell, President and CEO at Royal Neighbors of America – Staying Relevant as a Fraternal Organization
Kevin and Sandy Dougherty talk with Cynthia Tidwell, President and CEO at Royal Neighbors of America about the challenges faced by fraternal carriers and her experience as an executive woman in the insurance industry. Cynthia is a visionary leader, and expert in...
Episode 14 with Pat Foley, COO at Ashton Thomas Private Wealth – Embracing Technology and Growing New Distribution Channels
In this episode, Kevin and Sandy Dougherty talk with Pat Foley, COO at Ashton Thomas Private Wealth about his insights on how some carriers are struggling to stay relevant while others are embracing new technology to help scale, cut costs and grow new distribution...
Episode 13 with Bill Wheeler, President at Athene Holdings – Mergers, Acquisitions and Strategic Partnerships
In this episode, Kevin and Sandy Dougherty talk with Bill Wheeler, President, Athene Holdings about his insights on how carriers can stay relevant and the opportunities he sees for the insurance industry through mergers, acquisitions, and strategic partnerships. Bill...
Episode 12 with Tom McInerney, CEO at Genworth – Growth Strategies During Times of Disruption
In this episode, Kevin and Sandy Dougherty talk with Tom McInerney about his insights on how carriers can stay relevant and the opportunities he sees for the insurance industry in the next three to five years. “Tom” J. McInerney is President, Chief Executive...
Episode 11 with Richard DeSousa, SVP, Strategic Partnerships at SCOR – Staying Relevant and Embracing Technology
In this episode, Kevin and Sandy Dougherty talk with Richard DeSousa, SVP Strategic Partnerships with SCOR about his insights on how carriers can stay relevant and the opportunities he sees for the insurance industry in the next three to five years. Richard leads a...
Episode 10 with Ian Jeffrey, CEO of Breath Life – Overcoming Barriers to Innovation
In this episode, Kevin and Sandy Dougherty talk with Ian Jeffrey, CEO of Breath Life, an InsurTech organization offering a unified distribution platform for the insurance industry. Ian offers his insights on how carriers can move from a traditional insurance carrier...
Episode 9 with Terri Kallsen CFP ®, COO with Wealth Enhancement Group
Sandy Dougherty talks Terri Kallsen CFP ®, COO with Wealth Enhancement Group about the challenges facing Registered Investment firms and the opportunities she sees over the next three to five years. Terri was named The Financial Woman of the Year in 2019 by the...