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Meet Keith Burger, FIG’s New EVP and Head of Institutional Channel Sales

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Manage episode 413435422 series 2852587
Content provided by Financial Independence Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Independence Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

For the first ever time, we’re welcoming Keith Burger onto the Retirement Inside Out podcast! He recently joined the FIG team as the Executive Vice President and Head of Institutional Channel Sales. With over two decades of experience in the financial services industry, he brings a wealth of knowledge to the FIG team.

Tune in as we chat with Keith about his extensive background, including his tenure at AIG Corebridge and Luma Financial Technologies, and what led him to join FIG. Then, we’ll dive into the opportunities and challenges facing insurance distribution in the broker-dealer and institutional channels, especially in light of evolving regulations. Join us as he shares his vision for the future and outlines how FIG is working to meet the unique needs of broker-dealers.

Here’s some of what we discuss in this episode:

  • Keith's journey to becoming EVP at FIG and his vision for institutional channel sales
  • The importance of a broker-dealer-first strategy in today's regulatory environment
  • How FIG is helping broker-dealers streamline and enhance their insurance planning models

Learn About FIG: https://www.figmarketing.com

800-527-1155

  continue reading

125 episodes

Artwork
iconShare
 
Manage episode 413435422 series 2852587
Content provided by Financial Independence Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Independence Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

For the first ever time, we’re welcoming Keith Burger onto the Retirement Inside Out podcast! He recently joined the FIG team as the Executive Vice President and Head of Institutional Channel Sales. With over two decades of experience in the financial services industry, he brings a wealth of knowledge to the FIG team.

Tune in as we chat with Keith about his extensive background, including his tenure at AIG Corebridge and Luma Financial Technologies, and what led him to join FIG. Then, we’ll dive into the opportunities and challenges facing insurance distribution in the broker-dealer and institutional channels, especially in light of evolving regulations. Join us as he shares his vision for the future and outlines how FIG is working to meet the unique needs of broker-dealers.

Here’s some of what we discuss in this episode:

  • Keith's journey to becoming EVP at FIG and his vision for institutional channel sales
  • The importance of a broker-dealer-first strategy in today's regulatory environment
  • How FIG is helping broker-dealers streamline and enhance their insurance planning models

Learn About FIG: https://www.figmarketing.com

800-527-1155

  continue reading

125 episodes

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