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Most AI conversations are about speed, automation, and efficiency.

This one is different.

In this episode of The Modern Insurance Agent Podcast, we sit down with Miles Spencer, CEO and co-founder of Reflekta.ai, to talk about one of the most human uses of AI we’ve seen yet: preserving family stories, voice, values, memory, and wisdom across generations.

Miles is a multi-exit entrepreneur, investor, author, former co-host of PBS’s MoneyHunt, and the builder behind a company created from one deeply personal desire: one more conversation with someone you love. Reflekta was built from Miles’ experience of wanting to stay connected to his father’s voice, memory, and presence in a meaningful way.

🧠 What You’ll Learn in This Episode
• How AI can preserve family stories, voice, and personal wisdom
• What an interactive digital legacy actually looks like
• How Reflekta differs from photos, recordings, or stored videos
• The emotional side of memory, grief, and human connection
• How ethical AI can be built around privacy, consent, and trust
• The overlap between AI, legacy planning, and insurance conversations
• Why the future of AI may feel more human not less

🚀 Key Takeaways

AI isn’t just about doing things faster.

It’s about preserving what matters most.

This conversation reframes AI as a tool for:

• Connection, not replacement
• Memory, not just data
• Legacy, not just efficiency

For insurance agents and financial professionals, it also opens a powerful door:

Helping clients think beyond policies… and into what they leave behind.

🎯 Who This Episode Is For
✔ Insurance agents having legacy and estate planning conversations
✔ Financial professionals focused on long-term impact
✔ Anyone thinking about family, memory, and meaning
✔ People curious about human-centered AI

🌐 Learn more about Reflekta:
👉 https://reflekta.ai/

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

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