Aug 5, 2022
Life insurance is going through a large transition right now. Sales are up across the board and financial professionals are drastically changing their approach to this product. Talking to your clients about life insurance is essential for both business and their well-being.
Carriers are trying to make life insurance easier for both clients and advisors. But these clients still need help on the "why". As an advisor, you can be their guide.
We are welcoming back the Executive VP of Life Insurance at FIG, Dave Henry, on today’s show. He leads the team of our life insurance analysts and will bring to you our second quarterly update on various life insurance trends you need to be aware of in 2022.
Listen for these key points:
1:51 – What new trends are we seeing in life insurance?
5:16 – Carriers are changing their approach to insurance
8:37 – Multi-generational planning aspect
11:55 – Continued improvements and education opportunities
13:56 – Are we seeing life insurance more with RIAs?
15:25 – These changes are happening through planners