Replay: Direct to Consumer Life Insurance: Customers, Trends, Learnings and Opportunities

August 5, 2020

Presenters

Dustin Yoder

Founder & CEO, Sureify

Dustin Yoder is an insurtech entrepreneur with a passion for the next generation of insurance sales and policyholder engagement. Early to insurtech and the son of a top Silicon Valley insurance broker, Dustin has been primed to make a splash in the insurance space since his high school days working at the family brokerage. In pursuit of his passion, Dustin formed Sureify in 2012 to revitalize the life insurance space. Prior to Sureify, he built, and eventually sold, Vendus Product Labs, an enterprise product development company that served clients such as Genentech, Stanford University, and Honda.

Dustin has a BA in finance from Cal Poly, San Luis Obispo. He lives with his wife and daughter in San Jose, CA.

Dustin Hoffman

Director of Customer Experience, AAA Life 

Dustin Hoffman is a career veteran in the marketing and customer experience arena. Over the past 18 years, he’s worked across a multitude of industries including energy, insurance and financial services leading marketing programs and initiatives to improve the consumer experience. In his current role at AAA Life Insurance Company, Hoffman leads the customer experience and research areas, continuing to bring focus and expertise around AAA Life’s direct-to-consumer products and services, specifically the online product, ExpressTerm.

Hoffman holds a B.A. in Economics from Albion College and an MBA from Michigan State University. He currently resides in Detroit, Michigan.

Jamie Hale

CEO & Co-Founder, Ladder

Jamie is Ladder’s CEO and Co-Founder. Rooted in personal experience, his deep belief that life insurance is a fundamentally good product for families and communities has inspired him to build Ladder and close the $16T life insurance coverage gap in the US.

Prior to co-founding Ladder, Jamie was Partner at Aldenwood Capital and at Oak Hill Investment Management, a premier family office with over $12 billion in assets.  He also worked at NextCard, pioneering instant credit and the first ‘internet enabled’ Visa card.

Jamie is a graduate of Bowdoin College and Harvard Business School.

Keith Raymond

Research & Advisory, CELENT

Keith has extensive industry experience and is a seasoned expert in IT leadership, business transformation, back-office operations, mergers and acquisitions, and process improvement for both property/casualty and life/health/annuities. Prior to joining Celent Keith established K-RAY Consulting LLC which provides insurance operations and technology consulting services. His previous roles also include Vice President of Research and Consulting at Novarica, CIO/COO of Futurity First Insurance Group; AVP of Distribution Systems and Field Technology for Mass Mutual; CIO of Trumbull Services, a wholly owned subsidiary of The Hartford Insurance Group; Principal Consultant for Life and Annuities in North America at HCL Technologies; and CIO of FPI, a software development and service company.

Keith has assisted a number of insurance organizations with technology strategy development, core platform replacement section and IT and operational due diligence on acquisition opportunities. He has also assisted industry solution vendors with go-to-market strategy development. Keith has authored a number of industry artifacts and blogged on a number of industry topics with focus on innovation and digital transformation. Keith has also presented at a number of insurance industry events.

Keith has a BS in Industrial Technology from Central Connecticut State University.

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