Finaeo Adds Two Strategic Advisors to Support US Expansion

Finaeo is proud to announce that Jack Mishler and Stephen Goldstein will be joining as strategic advisors to our company as we continue our growth journey in the US.

Mishler, who brings 30+ years of industry experience focused on distribution and relationship management, will be spearheading growth focused on the independent broker channel. Over the years, he has become known for his ability to drive incredible distribution volume and high-performing sales teams through his time at Aetna, Phoenix, and most recently at Jackson National. 

Goldstein, who worked closely with Finaeo during his most recent role as VP Client Experience Lead at RGAX (one of Finaeo’s strategic investors), will be focused on strategic partnerships. Previously, Goldstein has served as a financial advisor, wholesaler, led agency and bancassurance operations, and held strategic management roles across the industry supply chain. In addition to his industry experience, Goldstein is a strong supporter of the startup ecosystem, contributing both as a Board Observer and content writer for several outlets as a thought leader. 

Launched in 2016, Finaeo has been at the forefront of digitizing the complex and legacy industry of life and health insurance. Through bridging the digital divide within the industry, Finaeo is on a mission to help independent brokers unify their workflows, reduce administration and increase efficiencies to spend more time on what matters; their customers, while helping carriers do digital faster. With its US expansion in motion, adding these talented individuals will help catalyze Finaeo’s growth plans. 

At the core, both Mishler and Goldstein believe that independent brokers will continue to be at the heart of complex insurance distribution for years to come; 

“Finaeo’s dedication to helping independent brokers stay at the center of distribution is completely aligned with how I believe the industry will grow. The answer isn’t to displace and disrupt, it’s about building bridges across the industry and Finaeo truly understands that technology is only one part of the customer experience, ultimately, people are still at the center of financial services and I’m proud to support a company who has that mission,” – says Mishler. 

After adding Alister Campbell to their Board of Directors and Doug Paul as a strategic advisor in Canada, the addition of Mishler and Goldstein adds another set of incredibly well respected and knowledgeable veterans to their roster to help the company navigate this complex and legacy industry. 

“Ever since I met and started working with Aly Dhalla and the Finaeo team a few years ago, I was captivated by their vision and ability to build complex technology while keeping the focus on a human-first experience. In addition to their agent-centric technology, the innovations they have developed for carriers to scale digital distribution quickly are changing the game. I’m excited to be supporting Finaeo and look forward to what we achieve in the US market…and beyond,” – adds Goldstein. 

Earlier this year, Finaeo announced its US expansion through a strategic distribution partnership with Brokers International and has already had 24 carriers digitized in their new platform; an integrated ecosystem that includes a cutting-edge front office experience for brokers (and their clients) along with a no-code digital toolkit for carriers to quickly take products to market without the burden of deep integrations, speeding up their ability to design, deploy and digitally distribute products in Finaeo’s marketplace through their network of brokers. 

“It is extremely humbling to have such talented and dedicated advisors to help us achieve our vision of being the digital fabric to connect and power life/complex insurance, globally. The industry is truly at a tipping point and now more than ever, carriers and distributors need strong strategic partners to scale digital distribution. We’re proud to be leading that charge and bringing new innovations to the market,” – says Aly Dhalla, CEO of Finaeo. “Both Jack and Stephen are incredible individuals who have a deep desire to leave their mark on the industry. I’m honored to have an opportunity to work closely with them and am thrilled to bring them on board!”