Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data

WealthTech Today - A podcast by Craig Iskowitz

“When we started InterGen Data, what we did was to say give us your client data and we’ll turn it around and send you back a list of life events, especially around critical illnesses and how likely they are to happen. Because people don’t plan for those types of things, they don’t plan for a […]