May 5, 2025

Danny Lohrfink’s Mission to Modernize Estate Planning

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“Don’t make it perfect—get it out there. Because the process of perfection is iteration “ 

In this episode of the Game Film Podcast, host Dr. Jordan Hutchison welcomes Danny Lohrfink, Co-Founder and Chief Product Officer of Wealth.com, to share how he’s shaking up estate planning process with cutting-edge innovation, bold design, and a relentless commitment to Advisor growth From his early days scooping ice cream to running strategy at Goldman Sachs and SoFi, Danny’s path is proof that grit and vision go hand-in-hand. 

Tune in to hear how Danny Lohrfink and Wealth.com are empowering Advisors to lead with confidence—whether they’re working with first-time parents or ultra-high-net-worth tech founders. Danny breaks down how the platform blends design, AI, and dynamic planning features into one seamless, Advisor-first experience. You’ll walk away with a fresh perspective on how estate planning can become a true growth driver. 

Why You’ll Love This Episode: 

  • Dynamic by Design: Discover why visual tools and clean UX aren’t just nice-to-haves—they’re trust-builders 
  • Scalable Solutions: Learn how Wealth.com meets the needs of clients, from simple wills to family office complexity 
  • Tech That Thinks Ahead: Wealth.com features AI-driven plan updates triggered by real-life events 

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About Our Guest

Danny Lohrfink is the Co-Founder and Chief Product Officer at Wealth.com, a next-generation digital estate planning platform designed to elevate the Advisor-client experience. With a track record that includes co-founding PolicyGenius and leading innovation at Morningstar, Danny brings a deep understanding of fintech and Advisor technology. His work is driven by a mission to make estate planning more intelligent, accessible, and Advisor-forward. 

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