Covr Financial Technologies

Your client's business may be more exposed than you think. In just a few minutes, you can help clients assess where their businesses may have hidden risks, tax inefficiencies, missed opportunities, and identify areas worth exploring. The Capital Resilience Scorecard helps business owners identify potential blind spots across five critical areas: Capital. Risk. Talent. Succession. Legacy. Check out the Capital Resilience Scorecard and share the assessment with clients: https://lnkd.in/gPEvxK5p

As organizations grow, so do the financial obligations they need to manage. Too often, these are addressed with separate solutions that add complexity over time. Our Corporate Capital Framework eBook explores a different approach, one that shows how Corporate-Owned Life Insurance (COLI) can be used as a coordinated capital solution to help align multiple business objectives within a single strategic framework. Check out the carousel below for a sneak peek into this eBook, where you'll learn why leading organizations use COLI as a long-term strategic asset. Download the eBook here: https://lnkd.in/gdfCkv78

For family business owners, life insurance is about much more than replacing income. It can be a powerful planning tool that helps: • Provide liquidity so heirs aren't forced to sell the business to cover expenses or taxes • Fund buy-sell agreements, allowing remaining owners to purchase a deceased partner's share • Create a fair inheritance when some children are active in the business and others aren't • Preserve both the business and family relationships through thoughtful succession planning The below article from Kiplinger dives into how life insurance isn't just about protecting income, it's about protecting the future of the business you've spent years building. Have you built life insurance into your business continuity strategy? Read more: https://lnkd.in/gaV28W3Q

A strong company culture is built from the inside out. We’re proud to share that our employees rate Covr 4.04 out of 5 stars, a reflection of the experience, collaboration, and culture our team shapes every day. In comparison to industry peers, employee ratings for insurance-related companies on platforms like Glassdoor typically average around 3.6, marking this as an impressive benchmark as we continue to evolve. Thank you to our team for sharing your feedback and helping shape the Covr culture.

Stop asking clients if they've thought about life insurance. It may sound counterintuitive, but asking "have you thought about life insurance?" often leads to dead-end conversations. Instead, the most effective advisors start by asking about what's changed in their clients' lives. CEO Sam Barnett's latest blog explores why life events should be the starting point for more meaningful planning conversations. He dives into practical ways to uncover protection needs, strengthening client relationships, and making life insurance a natural part of holistic financial planning. Read the blog below to discover how a simple conversation shift can lead to better discussions and more opportunities that deliver value. https://lnkd.in/gZ8U6-sH

Every life milestone creates new planning opportunities. Are you maximizing them? Our Wheel of Life eBook can help identify where life insurance fits into each stage of the wealth journey, making it easier to have meaningful conversations with clients. Whether you're looking to uncover new planning opportunities or strengthen client relationships, this eBook provides a practical framework for integrating life insurance into the financial planning lifecycle. Download your copy below to bring a more holistic approach to every client conversation: https://lnkd.in/gbGFpP-z

🌟 July Employee Spotlight: Trenton Egeland 🌟 This month, we're spotlighting Trenton Egeland, Case Management Team Lead. Trenton leads the case management team by handling escalations and supporting high-profile cases, helping clients navigate the life insurance process with confidence and care. For Trenton, the most meaningful part of his work is protecting families. After experiencing firsthand the impact of his father's life insurance policy lapsing before his unexpected passing, he understands how important coverage can be during life's most difficult moments. That experience fuels his passion for helping families prepare for the unexpected. Trenton is celebrating a major milestone this month as he gets married, a meaningful reminder of the importance of planning for the future and protecting the people you love. Get to know Trenton, one of the many people who make the customer experience at Covr so exceptional! #CovrTeam #EmployeeSpotlight #LifeAtCovr #TeamCovr

Your client's biggest opportunities may be hiding in plain sight. 82% of wealthy investors expect life insurance guidance, but only 12% say they're receiving it. Every major life event is an opportunity to strengthen client relationships and deliver more meaningful financial guidance. Our Wheel of Life eBook helps you recognize those moments with a practical framework for identifying life insurance opportunities, leading more impactful conversations, and building planning strategies that evolve with your clients through every stage of life. Download it today here: https://lnkd.in/gbGFpP-z

Built with simplicity in mind, Covr's award-winning advisor platform delivers a seamless user experience designed to make life insurance easier to integrate in client financial plans. From SSO to the optional CRM integration, it was created for modern advice workflows. Check it out.

As your clients move through different stages of life, their goals, priorities, and financial needs evolve. That's why understanding where they are in their journey is as important as knowing where they want to go. Our Wheel of Life framework highlights five key life stages and the opportunities for protection planning conversations that correspond with them. Swipe through to explore each stage and see how the right conversation at the right time can help clients protect what matters most. And download our Wheel of Life eBook for more background and to dive deeper into each stage: https://lnkd.in/gbGFpP-z