Ep17: Wendy Boyd, Senior VP at Transamerica, Transamerica's Renewed Vision: Brokerage Reinvention & Diversity

Ep17: Wendy Boyd, Senior VP at Transamerica, Transamerica's Renewed Vision: Brokerage Reinvention & Diversity

In this episode, Trent engages in a dynamic conversation with Wendy Boyd, Senior Vice President of Transamerica, as they delve into the company's ambitious transformation journey. Wendy discusses her pivotal role in revitalizing the Transamerica brand, emphasizing a recommitment to brokerage and the implementation of the Over 25 initiative. They explore how this initiative is reshaping Transamerica's apps, processes, offerings, and overall credibility in the industry. Additionally, Wendy highlights the importance of bringing diversity of perspective to life insurance distribution, underscoring Transamerica's commitment to inclusivity and innovation. Join Trent and Wendy for an insightful discussion that unveils Transamerica's renewed vision and its transformative impact on the insurance landscape.

Watch on Youtube

Listen on Spotify

Listen on Apple

Skip Ahead:

0:00-2:09 Intro

2:09-3:24 Roll Tide

3:24-5:45 Wendy and Early BGA

5:45-14:17 Why Wendy joined Transamerica

14:17-21:45 What needed to change and the initiative to address it

21:45-27:11 Recommitment to Brokerage

27:11-31:49 New Underwriting Speed in standard apps and final expense

31:49-33:55 Final Expense Underwriting Differences

33:55-37:42 Group Life and LTC

36:42-44:53 Project Revitalize and What success will look like

44:53-47:02 Closing

Schedule a meeting with Trent

Like what we have to share? Follow Us and Share our Channels!

Facebook

Instagram

Linkedin

Youtube

Spotify Podcast

Apple Podcast

Questions? Anything you want to hear? Contact us!

https://www.bgainsurance.com

info@BGAinsurance.com

(949) 955-0255

Avsnitt(21)

E20 How to Use Home Equity to Fund Life Insurance — Without Taking on Debt

E20 How to Use Home Equity to Fund Life Insurance — Without Taking on Debt

In this episode, Trent chats with Dan Anderson, Co-Founder and Chairman of Cornerstone Financing, to discuss innovative strategies for funding life insurance that go far beyond the traditional. Dan sh...

20 Maj 202536min

Ep19 Inside John Hancock's Vitality Program: How Incentives Drive Healthier Lifestyles

Ep19 Inside John Hancock's Vitality Program: How Incentives Drive Healthier Lifestyles

In this episode, Lindsay Hanson, the Chief Marketing Officer for John Hancock and Global Head of Behavioral Insurance for Manulife, discusses the John Hancock Vitality program. Vitality is a life insu...

26 Nov 202445min

Ep18 Breakthrough in Life Insurance Tech: Early Cancer Detection

Ep18 Breakthrough in Life Insurance Tech: Early Cancer Detection

Breakthrough in Life Insurance Tech: Early Cancer DetectionHoracio Herrera-Fajer & Daniel Peterson, GRAIL-In this Coffee Talk episode, Trent talks with Horacio Herrera-Fajer and Daniel Peterson from G...

2 Juli 202454min

Ep16: Bill Whitsell, Senior Vice President, Head of Business Acquisition and Executive Chief Underwriter of National Life Group, How covid changed mortality experience

Ep16: Bill Whitsell, Senior Vice President, Head of Business Acquisition and Executive Chief Underwriter of National Life Group, How covid changed mortality experience

In this episode, Trent engages in a lively conversation with Bill Whitsell, Senior Vice President and Head of Business Acquisition at National Life Group, uncovering the company's innovative approach ...

30 Apr 20241h 1min

Ep15 Kevin Brayton, Executive VP of Business Growth and Market Expansion, ⁠Prudential Financial⁠. Closing the Insurance Gap & Expanding Opportunities

Ep15 Kevin Brayton, Executive VP of Business Growth and Market Expansion, ⁠Prudential Financial⁠. Closing the Insurance Gap & Expanding Opportunities

In this episode, Trent engages in a captivating conversation with Kevin Brayton as they explore the vital topic of insurance accessibility for all people. They delve into the significance of closing t...

23 Apr 202440min

Ep14 Sheryl Moore⁠, Chairman and CEO of ⁠Wink, Inc.⁠ Cutting Through Life Insurance Games with Sheryl Moore

Ep14 Sheryl Moore⁠, Chairman and CEO of ⁠Wink, Inc.⁠ Cutting Through Life Insurance Games with Sheryl Moore

In this episode, Trent talks with Sheryl Moore, and she dives deep into the nuances of the life insurance and annuities markets. Sheryl opens up about the current landscape, cutting through the clutte...

16 Apr 202435min

Ep13 Matt Riebel, Chief Distribution Officer, Protective. Acquisition Strategies for a Better Business

Ep13 Matt Riebel, Chief Distribution Officer, Protective. Acquisition Strategies for a Better Business

In this episode, Trent engages in an entertaining conversation with Matt as they explore the leadership and stewardship at Protective. Reibel shares insights into the company's celebratory milestone o...

9 Apr 202441min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
badfluence
avanzapodden
uppgang-och-fall
svd-tech-brief
bathina-en-podcast
fill-or-kill
lastbilspodden
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
tabberaset
rss-inga-dumma-fragor-om-pengar
24fragor
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
borsmorgon