Podcasts

Bryan Brizzi is a seasoned technology executive and transformation leader with over two decades of experience driving digital innovation in the insurance industry. As Chief Digital Officer at Crum & Forster, he leads the modernization of the Surplus & Specialty IT organization, delivering scalable, technology-driven solutions that enhance underwriting efficiency, reduce technical debt, and optimize business processes.

New research highlights a widening planning gap among child-free savers, with lagging estate and long-term care planning exposing unique risks.

Rick Hirsh is a seasoned executive with 30+ years of experience leading management, sales, finance, and operations to drive growth in technology and software-enabled B2B services. He currently leads as CEO of Beneration, an insurtech platform built to cut waste and simplify the most error-prone parts of benefits billing for employers. Rick has driven organic growth, completed over a dozen acquisitions, and led four successful investor exits. Previously honored as Ernst & Young Entrepreneur of the Year, Rick and his companies have been recognized on the Inc. 500, Deloitte's Fast 50, and CRN Solution Provider 500. 

Expanded access to mental health, medication, tech-based care and bereavement leave further cover popular and pressing needs.

Savvy brokers are building scalable, strategic momentum with coordinated, high-performing blocks that feature the right employers.

The company's first-time homebuyers are 26.5 years old, significantly younger than the median age of 40.

Loni Winkler is the leader of the tax practice in the Great Lakes region at UHY and has over 20 years of experience in public accounting. She provides tax and business consulting services to privately held businesses and has extensive experience in individual, corporate and flow-through entity federal and multi-state taxations. She assists business owners, CFOs and controllers in developing and implementing innovative business strategies to minimize risk, maximize profits, preserve wealth, and reduce taxes.

Irina Olifer is a senior assurance professional with multiple audit and compliance credentials. 

Jim Capparelli, CPA, is a wealth and tax strategist for JCJ Wealth and Tax Advisory LLC, DBA of Arrowroot Family Office, LLC. He helps families, professionals and business owners integrate strategy, reduce complexity and align their wealth with long-term purpose.

Benefit leaders share the strategies that worked and where they plan to invest in 2026.