Many clients own life insurance and long-term care policies that haven't been reviewed in years, sometimes decades. But changing interest rates, rising care costs, evolving product designs, and shifting financial goals can create risks that often go unnoticed.
In this episode of Tech It Up, Jasmin Conner and Trent Berry sit down with Brad Mendenhall, EVP of Insurance Solutions at DPL Financial Partners, to discuss why insurance policy reviews matter more than ever. Together, they explore common red flags advisors should watch for, how to evaluate both term and permanent insurance coverage, and why long-term care planning remains one of the most overlooked areas of financial planning.
Sales Engineer, SS&C Black Diamond Wealth Solutions
Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.
Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.
Co-HOST: Trent Berry
Trent Berry
Instructional Design Trainer, SS&C Advent
Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva.
In his spare time when not working or perfecting French cooking techniques in his kitchen, Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.
Featuring: Brad Mendenhall
Brad Mendenhall
EVP of Insurance Solutions | DPL Financial Partners
