Robert Kirk, Founder & CEO of InterGen Data, discusses the benefits of insurance shortfall analysis. With Craig Iskowitz, Founder & CEO of Ezra Group Consulting. This episode is part of our July 2021 focus on the intersection of health and wealth, speaking to the founders of innovative startups who are merging health and wealth to help financial advisors build stronger relationships, improve outcomes and enrich their clients’ lives. View full episode with transcript here – https://wp.me/p4Vi9D-4H6