Episode 55: The AI advantage with Kartik Sakthivel: Saving time & closing more cases

About this episode

The episode discusses how AI is transforming the advisor-client relationship and enhancing life insurance sales.

In this episode of Hancock Talks, we’re excited to welcome Kartik Sakthivel, CIO at LIMRA and LOMA, and Mike Bellig, our new host. Together, they explore how AI is reshaping the advisor-client relationship, streamlining operations, and helping financial professionals better connect with the next generation of clients. Why you should tune in: Win over Gen Z & Gen Alpha: Discover how AI can help you meet younger generations’ expectations for speed, transparency, and personalization Put the “life” back in life insurance: Learn how AI is shifting the narrative from risk to lifestyle, making conversations more meaningful and client-centric Augment human connection: Understand why AI should be seen as augmented intelligence— a tool to help you work smarter and deepen relationships, not replace them Start small, scale smart: Get practical tips on integrating AI into your practice today — from email summarization to personalized client insights Listen now to explore how AI can elevate your approach to life insurance sales and future-proof your business. INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC. Insurance products are issued by: John…

People in this episode

Host: Mike Bellig

Guest: Kartik Sakthivel

Topics covered

• AI in finance
• advisor-client relationship
• Gen Z and Gen Alpha
• life insurance
• augmented intelligence
• client insights

Keywords

• AI
• financial professionals
• client relationship
• life insurance
• Gen Z
• personalization
• augmented intelligence

Mentioned in this episode

Organizations: LIMRA, LOMA, John Hancock Life Insurance Company, John Hancock Life Insurance Company of New York

Places: Boston, MA, Valhalla, NY

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