Why Insurance Is the Most Overlooked Growth Strategy in Wealth Management with Jason Borek

Episode 154: This week, Kyle Van Pelt talks with Jason Borek, Chief Growth Officer at The Pinnacle Group. Jason has extensive experience in the financial services industry, with a focus on distribution and sales. At The Pinnacle Group, he is responsible for implementing the firm's enterprise-level business strategies. 

Jason talks with Kyle about why insurance remains dramatically underutilized in wealth management, why advisors struggle to implement it, and what needs to change for it to become a meaningful part of holistic planning. He also shares how Pinnacle closes the gap between insurance manufacturers and financial advisors, where AI and technology fit into the future of distribution, and why emotional intelligence will define the next generation of great advisors. 

In this episode:

(00:00) - Intro

(01:17) - Jason's money moment

(04:38) - Inside The Pinnacle Group's core businesses 

(06:35) - Why only 2% of wealth management firms use insurance 

(09:59) - How and when should insurance be used in client portfolios

(15:21) - How AI and data impact the future of advisor workflows 

(21:17) - Will technology replace distribution in asset management or enhance it? 

(23:52) - Jason's thoughts on emotional intelligence—innate or taught

(27:32) - Jason's outlook on the future of wealth management