Best Income Protection Task Force Podcasts (2025)

1
Cover that Fits – Comprehensive Protection Built on What Matters – Menu & Multi-Benefit Plans 48:37

1d ago48:37

48:37

In the latest episode of Let’s Talk Income Protection, Matt and Stevie dive into the rise of menu plans. More advisers are recommending combinations of products like life, critical illness, and income protection together. To help us dive into this topic this month, we’ve got two fantastic guests joining us today, firstly Zoe Mears from iPipeline to…

1
Protecting Senior Investors from Financial Exploitation: A Recap of the World Elder Abuse Awareness Day Webinar 1:29:17

4d ago1:29:17

1:29:17

In this episode of The SIFMA Podcast, SIFMA's President and CEO speaks with Lisa Bleier, Head of Wealth Management, Retirement, and State Government Relations at SIFMA, and Jennifer Spoeri, Executive Director of NAPSA. Together, they unpack key takeaways from the recent World Elder Abuse Awareness Day webinar and discuss the broader efforts by both…

1
SIFMA Consolidated Audit Trail (CAT) Reform Recommendations 22:29

8d ago22:29

22:29

In this episode of The SIFMA Podcast, SIFMA President and CEO Kenneth E. Bentsen, Jr., is joined by colleague Joe Corcoran, Managing Director and Associate General Counsel, to discuss SIFMA’s recommendations to the Securities and Exchange Commission on how to reform the Consolidated Audit Trail, or the CAT. Together, they discuss: Background on CAT…

1
Recommendations and Considerations for the SEC’s Crypto Task Force RFI on Digital Assets 24:38

29d ago24:38

24:38

In the latest episode of The SIFMA Podcast, SIFMA President and CEO Kenneth E. Bentsen Jr. is joined by colleagues Peter Ryan and Charles DeSimone to unpack SIFMA's response to the SEC Crypto Task Force’s request for information on digital assets. Together, they discuss: Key issues raised by Commissioner Hester Peirce’s statement SIFMA's policy rec…

1
The Adviser's Guide to Building a Personal Brand in the Digital Age 57:57

29d ago57:57

57:57

In the latest episode of Let’s Talk Income Protection, Matt and Stevie dive into a topic that sparks a lot of opinions — social media. Whether you love it or avoid it, one thing’s clear: it’s not going anywhere. For advisers wanting to grow their brand and reach more clients, it’s time to get on board. To guide us through the landscape, we’re joine…

1
Regulation, Innovation, and Risk: A Recap of SIFMA’s 25th Annual AML Conference 1:38:25

1M ago1:38:25

1:38:25

In this episode of The SIFMA Podcast, we recap key moments from SIFMA’s 2025 Anti-Money Laundering & Financial Crimes Conference, held in Washington, DC. SIFMA President and CEO Kenneth E. Bentsen, Jr., is joined by Saima Ahmed, SIFMA's Executive Vice President and General Counsel, and Bernard Canepa, Managing Director and Associate General Counsel…

1
Vocational Rehabilitation: The Missing Link in Income Protection - A 7 Claims Story 53:17

1M ago53:17

53:17

In this episode, Matt and Stevie take a deep dive into vocational rehabilitation, a crucial but often overlooked part of the claims journey. This episode forms part of the IPTF’s ‘7 Claims Stories’ series and explores how tailored rehab support can transform a person’s recovery after illness or injury. They’re joined by Phil Deacon, who leads the p…

1
Insights on the Future of Operations: Highlights from SIFMA Ops 1:11:09

2M ago1:11:09

1:11:09

In this episode of The SIFMA Podcast, we recap highlights from SIFMA’s 2025 Operations Conference & Exhibition, held in Orlando, Florida. SIFMA President and CEO Kenneth E. Bentsen, Jr., is joined by Chief Operating Officer Joseph Seidel and Stephen Byron, Managing Director and Head of Technology, Operations, and Business Continuity. Together, they…

1
Unlocking Business Protection 53:03

2M ago53:03

53:03

In this episode, Matt and Stevie get down to business...business protection that is! A very technical episode featuring three interviews based on different levels of expertise in the space with guests Tara Cohen, from The Mortgage Centre Direct and one of the IPTF's new 7 Advisers, Nathaniel Lee from Business Protected and from L&G, Dave Butler. Bu…

1
Financial Literacy Month: Insights from the SIFMA Foundation and Charles Schwab 29:22

2M ago29:22

29:22

In recognition of Financial Literacy Month, SIFMA President and CEO Kenneth E. Bentsen, Jr. hosts a discussion with Lisa Hunt, Managing Director and Head of International Services at Charles Schwab, and Melanie Mortimer, President of the SIFMA Foundation. In this episode of The SIFMA Podcast, they explore the critical role of the financial services…

1
Rethinking Leverage Ratios: Why US Treasuries Should Be Exempt 8:01

2M ago8:01

8:01

In this episode of The SIFMA Podcast, SIFMA Chief Operating Officer Joseph Seidel is joined by Dr. Guowei Zhang, Managing Director at SIFMA, to unpack the critical role of leverage ratios in the U.S. Treasury market – and why exempting them from leverage ratio calculations may be key to strengthening market resilience. Together, they explore: How c…

1
Shaping the 2025 Regulatory Roadmap: Insights from the SEC and FINRA at SIFMA’s C&L Seminar 1:01:42

3M ago1:01:42

1:01:42

In this episode of The SIFMA Podcast, SIFMA President and CEO Kenneth E. Bentsen, Jr. sits down with SIFMA General Counsel Saima Ahmed to unpack key takeaways from the 2025 SIFMA Compliance & Legal Annual Seminar. They discuss top regulatory priorities, evolving compliance expectations, and what’s on the horizon. With exclusive conversations live f…

1
The Untapped Power of Mutual and Friendly Societies in Income Protection 55:19

3M ago55:19

55:19

In this month's episode, Matt and Stevie explore the unique role of mutual societies and friendly societies in the income protection market, examining their history, customer benefits, and future growth potential under the new Labour government by speaking to Andrew Morris, CEO of Cirencester Friendly and Nicola Huxley of Sphere Financial Services …

1
What's In Store for the Equity Markets in 2025 14:50

4M ago14:50

14:50

In this episode of The SIFMA Podcast, SIFMA’s President and CEO, Kenneth E. Bentsen, Jr., sits down with Katie Kolchin, CFA to discuss the latest U.S. Equity Market Structure Compendium. This report summarizes market activity and themes in 2024, including: the AI boom, market concentration, higher-for-longer rates, earnings growth, and more.…

1
What’s In Store for Fixed Income Markets in 2025 10:30

4M ago10:30

10:30

In this episode of The SIFMA Podcast, SIFMA’s President and CEO, Kenneth E. Bentsen, Jr., sits down with Katie Kolchin, CFA to discuss the themes and market metrics that are shaping the U.S. fixed income markets in 2025.By SIFMA

1
Why Women Struggle to Protect Their Income: Insights and Solutions 53:50

4M ago53:50

53:50

In this month's episode, Matt and Stevie speak to Rose St Louis from Scottish Widows and Joanna Streames from Velvet Mortgage about the notable gender gap in income protection, the latest research done by Scottish Widows on this subject and the challenges women face in securing their financial futures. Listen now to learn more about: • The importan…

1
What the New Treasury Clearing Timeline Means for Markets 16:33

4M ago16:33

16:33

In this episode of The SIFMA Podcast, SIFMA's Chief Operating Officer, Joseph Seidel, sits down with Robert Toomey, the head of SIFMA's capital markets group, William Thum, managing director in SIFMA’s Asset Management Group, and Stephen Byron, the head of SIFMA’s operations and technology group, to discuss the recent compliance extension from the …

1
How Your Mindset Can Make or Break Your Income Protection Advice 54:16

5M ago54:16

54:16

Let's Talk Income Protection is back for Season 2 and we're bigger and better than ever. Bigger episodes, bigger insight and even more Matt Chapman plus a new co-host, Stevie Arnoldi from SEA Studios, the new Content Associate for the IPTF. In this month's episode, we focus on Mindset and Time to Talk Day, the nation’s biggest mental health convers…

1
SIFMA's 2025 Priorities 31:29

5M ago31:29

31:29

Recently, SIFMA has met with our Board to set our 2025 priorities on behalf of our members and in support of our mission to promote effective and resilient capital markets. In this episode of The SIFMA Podcast, SIFMA's president and CEO, Ken Bentsen, and SIFMA's COO, Joseph Seidel, sit down to discuss SIFMA’s priorities for the year ahead.…

1
Season 2 Trailer - We're Back and Bigger Than Ever! 2:30

5M ago2:30

2:30

Hey everyone! Let’s Talk IP is back, and this time, we’re taking things up a notch. That’s right—Season 2 is here, and we’ve got some BIG changes coming your way! We’ve refined the format, we’re diving deep into real conversations that matter. We’re still bringing your expert insights on Income Protection, but now we’re exploring one key topic per …

1
Considerations to Prepare for US Treasury Clearing 30:31

7M ago30:31

30:31

Who is subject to the SEC's rules? When do they go into effect? What are the margin implications? How will firms account for increased volumes? In this episode of The SIFMA Podcast, SIFMA's COO, Joseph Seidel, sits down with EY's Brendan Maher and SIFMA's Steve Byron, William Thum, and Rob Toomey to answer these questions and more.…

1
Highlights from SIFMA's 2024 Annual Meeting 13:37

8M ago13:37

13:37

In this episode of The SIFMA Podcast, we highlight just some of the conversations that took place at SIFMA's Annual Meeting. Our discussions with industry leaders like BlackRock's Larry Fink and Edward Jones' Penny Pennington include top-of-mind issues including: The expanding role of the capital markets and their potential to positively impact soc…

1
How Markets Work: A Deep Dive on the Capital Markets Primer 21:10

9M ago21:10

21:10

In this episode of the SIFMA Podcast, Ken Bentsen, SIFMA's President and CEO, is joined by Katie Kolchin, SIFMA Managing Director and Head of Research, for a discussion around the recently updated SIFMA Insights Primer series. This series of reports explains the inner workings of capital markets, breaking down important technical and regulatory nua…

1
Bonus Episode! Matt's Top Tips Supercut - #2 19:20

9M ago19:20

19:20

In this special mid-season bonus episode, guest host producer Stevie is here to showcase Matt's Top Tips from Season 1, episodes 5 to 8. These episodes are jam-packed with excellent advice from regular hosts and "The Protection Coach" Matthew Chapman, so get stuck in and caught up ahead of Season 2. We are also asking for your thoughts for season 2…

1
Top 5 Takeaways from SIFMA’s 2024 Ops Conference 15:24

9M ago15:24

15:24

In this episode of the SIFMA Podcast, Ken Bentsen, SIFMA’s president, and CEO, sits down with Stephen Byron, Managing Director, Head of Technology, Operations, and Business Continuity, SIFMA to discuss the 5 key takeaways from SIFMA’s 2024 Operations and Technology Conference and what’s ahead in the operations space.…

1
An Update on the Path to Clearing US Treasuries 55:33

9M ago55:33

55:33

In this episode of The SIFMA Podcast, we share a replay of the Treasury Clearing panel discussion at SIFMA’s recent Operations Conference & Exhibition. But first, SIFMA’s Chief Operating Officer, Joseph Seidel, sits down with panel moderator Robert Toomey and SIFMA Asset Management Group’s Bill Thum to outline what firms need to be doing today to p…

1
Bonus Episode! Matt's Top Tips Supercut - #1 23:04

9M ago23:04

23:04

In this special mid-season bonus episode, guest host producer Stevie is here to showcase Matt's Top Tips from Season 1, episodes 1 to 4 which are jam-packed with excellent advice from regular host and "The Protection Coach" Matthew Chapman. We are also asking for your thoughts for season 2 as well, as we want to make the podcast the best it can be …

1
The Flawed Economic Analysis Underpinning SEC Rule Proposals 31:07

10M ago31:07

31:07

In this episode of The SIFMA Podcast, SIFMA’s Chief Operating Officer Joseph Seidel sits down with Craig Lewis, former Chief Economist and Director of the Division of Economic and Risk Analysis, or DERA, at the SEC, to discuss the SEC’s approach to economic analysis as the basis for rule proposals.By SIFMA

1
The Latest: Why the Basel III Endgame Must be Re-Proposed 9:05

11M ago9:05

9:05

In this episode of The SIFMA Podcast, SIFMA's Chief Operating Officer Joseph Seidel sits down with Dr. Peter Ryan, Managing Director, and Head of International Capital Markets and Strategic Initiatives, to discuss the status of the Basel III Endgame proposal in the United States. A recent study found that the proposal would cause U.S. economic grow…

1
S1:EP8 - Breaking Financial Taboos with Andrew Russell 34:52

1y ago34:52

34:52

In the Season 1 finale: We speak to Andrew Russell, a mortgage adviser and protection specialist. They discuss the importance of income protection and how to have meaningful conversations about protection with clients. Andrew emphasises the need for financial education and transparency when talking about taboo topics like death and illness. In #Ask…

1
Advocacy, Action, & Access: Q&A with the 2023-2024 Chair of SIFMA's Board of Directors 23:41

1y ago23:41

23:41

In this episode of The SIFMA Podcast, SIFMA president and CEO Kenneth E. Bentsen, Jr. and Ken Cella, Principal and Head of External Affairs for Edward Jones and 2023-2024 Chair of SIFMA's Board of Directors, discuss SIFMA's commitment to fostering effective and efficient capital markets, our role on behalf of the membership, and the goals we have s…

1
S1:EP7 - Prioritising Income Protection During the Mortgage Advice Process with Ollie Basnett 36:20

1y ago36:20

36:20

In today's episode We speak to Ollie Basnett from New Homes. Together, we uncover why income protection should be a top priority for clients, especially when purchasing a new home. In #AskIPTF this week, we’ll be answering some of your burning questions with questions on ASU policies and Executive Income Protection And of course, we finish up with …

1
S1:EP6 - Integrating Income Protection with Sarah Parkin of Hollybeck 39:10

1y ago39:10

39:10

In today's episode What if you could seamlessly incorporate income protection into every financial plan you develop? Join us on this episode of "Let's Talk IP" as we chat with Sarah Parkin from Hollybeck, a seasoned expert whose journey from TSB Bank to the Mortgage Advice Bureau has made her a passionate advocate for income protection. Sarah share…

1
The Path to Clearing US Treasuries 21:37

1y ago21:37

21:37

In this episode of The SIFMA Podcast, SIFMA president and CEO Kenneth E. Bentsen, Jr. sits down with Robert Toomey and William Thum, who outline SIFMA and SIFMA AMG's partnership to advance multiple workstreams and short-term deliverables that will set the stage for long-term implementation. These include standard documentation, enhancements to mar…

1
S1:EP5 - Understanding the Psychology of Selling Insurance with Julie Botha from Vitality 47:02

1y ago47:02

47:02

In today's episode Unlock the psychological secrets behind selling income protection with this eye-opening episode featuring Julie Botha, Sales Training & Academy Manager from Vitality. Storytelling isn't just for bedtime; it's a powerful tool that can reshape how we talk about insurance with clients. Tap into the shared wisdom of our conversation,…

1
The SIFMA Podcast: Why the Basel III Endgame Must Be Re-Proposed 27:22

1y ago27:22

27:22

In this episode of The SIFMA Podcast, SIFMA's Joseph Seidel and Dr. Peter Ryan identify and discuss three key takeaways from SIFMA's recent Basel III Endgame Roundtable. The Basel III Endgame package of reforms: Is unprecedented in its scale and scope and deviates from its original intent; Must be re-proposed in full for both substantive and legal …

1
S1:EP4 - Celebrating a Decade of Impact: The 7 Families Project and Humanising Income Protection 35:01

1y ago35:01

35:01

In today's episode We celebrate the 10-year anniversary of the 7 Families Project's legacy, a collaborative effort that has shifted perceptions and provided tangible support to families in need. With insights into the project's conception and its enduring influence from our guest today, Karin Lloyd. In #AskIPTF this week, we highlight a couple of p…

1
The Move to T+1: The Final 30 Days 19:28

1y ago19:28

19:28

In this episode of SIFMA's podcast, Ken Bentsen, SIFMA's President and CEO, and Tom Price, Managing Director of Technology Operations and Business Continuity, discuss the final days leading up to the transition to T+1 day settlement. They discuss the industry's readiness for the transition, the history of settlement cycles, and the benefits of T+1.…

1
S1:EP3 - Life's Uncertainties Need not Spell Disaster - How IP safe guarded Tracey Boyd's client 32:56

1y ago32:56

32:56

In today's episode What would you do if you became ill and couldn't work, how would you protect and look after your family without your regular income? This would have been Damian Bamford's problem if he hadn't taken the advice of Tracey Boyd of Mortgage Hub Expert. Hear his inspiring journey through adversity to stability as we delve into Damian's…

1
SE1:EP2 - Embracing the Lifeline of Income Protection with Hanna McKallip and Charlotte Rogers 42:20

1y ago42:20

42:20

In today's episode Have you ever wondered about the moments that define our dedication to certain aspects of our lives? Hanna McKallip and Charlotte Rogers, two financial advisers with compelling personal connections to income protection, sit down with us to unpack why this topic is more than just a policy—it's a life raft in turbulent waters. Thei…

1
S1:EP1 - Fortifying Your Client's Finances with Expert Income Protection Advice 41:34

1+ y ago41:34

41:34

Welcome to the inaugural episode of Let's Talk IP by the Income Protection Task Force, your bi-weekly fix of IP upskilling, to help you become the best adviser you can be. In today's episode Imagine securing your financial future with a shield so robust that life's unexpected twists can't dent your stability. That's the promise of income protection…

1
Let's Talk IP by the Income Protection Task Force (IPTF) - Coming Soon! 2:10

1+ y ago2:10

2:10

Launching Tuesday 26th of March! Introducing "Let's Talk IP," presented by Matthew Chapman, The Protection Coach, proudly brought to you by the Income Protection Task Force (IPTF). Join us as we look beyond financial advice, focusing on income protection, a subject often overlooked but undeniably vital for financial resilience. 🎙️ About the Podcast…

1
How the DOL’s Retirement Rule Conflicts with Investor Needs 11:40

1+ y ago11:40

11:40

In this episode of the SIFMA Podcast SIFMA President & CEO Ken Bentsen sits down with Scott Smith, Director of Advice Relationships at Cerulli Associates, and Lisa Bleier, Head of Wealth Management and Retirement and State Government Affairs at SIFMA. They discuss new findings issued by SIFMA and Cerulli Associates regarding the current landscape o…

1
Tapping Into the Talent Pool of Neurodiversity 20:19

1+ y ago20:19

20:19

About 30% of the world is neurodivergent and these are major untapped talent pools. With some minor adjustments and accommodations to workplace processes we can enable these colleagues to work in this industry, be their very best and create an inclusive culture. In the latest episode of our SIFMA DE&I podcast series, we sat down with JPMorgan Chase…

1
Recruiting and Empowering Military Veterans 19:31

1+ y ago19:31

19:31

The military is one of the most diverse organizations in the world. It requires a diverse skill set and grit to be in the service and we learn just how easily veterans can translate those skills into the financial services industry. In the next episode of our SIFMA DE&I Podcast series, we chat with Academy Securities Founder and CEO, Chance Mims on…

1
Leveraging Diverse Mentors and Sponsors in Career Development 25:05

1+ y ago25:05

25:05

We kick-off part II of our SIFMA DE&I Podcast series with PIMCO’s Head of Public Policy, Libby Cantrill, for a discussion on Libby’s career path starting from what sparked her initial interest in finance to her time on Capitol Hill and the journey that has led to her current role at PIMCO. She shares insights on the role of mentors and sponsors thr…

1
Top Five Takeaways from SIFMA’s 2023 Market Structure Conference 10:53

1+ y ago10:53

10:53

In this episode of The SIFMA podcast, Joe Siedel, SIFMA's Chief Operating Officer, and colleague Ellen Greene, Managing Director of Equity and Options Market Structure, discuss why the SEC's rulemaking agenda continues to raise questions. They dive into some of the key questions around the equity market structure proposals and how they may affect l…

1
Top of Mind with SIFMA Insights: September FOMC Rate Pause – What’s Next? 28:24

2y ago28:24

28:24

In this episode of Top of Mind with SIFMA Insights, Katie Kolchin, CFA, Head of Research, is joined by Torsten Slok, Chief Economist and Partner at Apollo Global Management to recap the recent FOMC meeting, exploring the actions taken and shedding light on the future of rate hikes.

1
Top of Mind with SIFMA Insights: What to Look For at Jackson Hole 19:02

2y ago19:02

19:02

In this episode of Top of Mind with SIFMA Insights, SIFMA’s Head of Research, Katie Kolchin, CFA, is joined by Dr. Lindsey Piegza, Chief Economist at Stifel and Chair of the SIFMA Economist Roundtable to discuss the status of inflation, the future for rate hikes, and what to look for at the Fed’s annual Economic Policy Symposium in Jackson Hole, ki…

1
SIFMA Insights Spotlight - July 2023 Market Metrics 3:35

2y ago3:35

3:35

In this episode of the SIFMA Podcast, SIFMA's Head of Research Katie Kolchin discusses the highlights from SIFMA Insights Monthly Metrics for July 2023. This report analyzes market metrics and trends for volatility, prices, and volumes in the U.S. equities and listed options markets. She also highlights an interesting market theme for the month.…

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Income Protection Task Force Podcasts

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