Chris Haley

Chris Haley

Chris serves as LegacyShield's CEO. He is a veteran in both SaaS and financial technology having started his journey into fintech over 10 years ago as CFO of Black Diamond (now owned by SS&C Advent). Chris's past experience includes working as COO, advisor, and board member of multiple SaaS companies, an investment banker and a corporate and tax attorney.

Recent posts by Chris Haley

Insurance Advisors: What You Need to Know About Millennials

By Chris Haley on Aug 19, 2020 8:30:00 AM

Millennials recently overtook Baby Boomers as the largest living generation in the United States and it’s time for the life insurance industry to start adapting to the needs of their largest base of prospective clients.

Topics: Business Building Advisor Insights

Prepare Your Insurance Practice Now for the Uncertain Future of COVID

By Chris Haley on Jul 8, 2020 8:30:00 AM

COVID-19 has been on an uncertain trajectory since its case numbers first started to spike in early spring. We’re all well aware of the unfortunate devastation it has brought to communities across the United States and around the world. Many businesses in the U.S. are just now reopening as case numbers are beginning to rise once again. This ebb and flow of positive cases is likely to continue for some time as the case numbers continue to rise in most states and as we anticipate a potentially devastating second wave ahead of us in the future.

Topics: Best Practices Advisor Insights

Stay Connected with Clients

By Chris Haley on Mar 25, 2020 8:30:00 AM

Providing superior service has been and always will be the key to building your client base in the life insurance industry.

Topics: Best Practices Business Building Advisor Insights

Insurtech: The Disrupted and the Disrupter

By Chris Haley on Feb 7, 2020 12:25:40 AM

With technological disruption all around us, it’s a wonder more insurance companies aren’t readying themselves for an assault—or at least some stiff competition. The reality is that innovation is painful.  I was part of the disruptive technology scene that occurred in wealth management over a decade ago and I can attest to the challenges and benefits of technology disrupting a highly regulated industry.  However, as my business partner, Michael Babikian reminds me, life insurance is a bit different.  It requires upending decades upon decades (centuries, in some cases) of processes and redefining a deep-rooted business model. It means overhauling complex infrastructure or investing in an external solution.

Topics: Digital Distribution