Jun 17, 2022
On today’s episode, Dave Henry the Vice President of Life Insurance at FIG joins us to discuss how advisors, agents, and clients are using life insurance and annuities to save time and to make sure client needs are met. Dave’s going to break down how our insurance review can help save you 12 hours of time per client, making your business more efficient and productive. How are financial professionals using enforced contracts and enforced policy reviews to really better their services?
Dave and his team are reviewing these insurance policies. They focus on re-educating clients and advisors, explaining to them what they own, how it performs, and the educated decisions they should make in the future. Join us today as we explore why advisors need to start implementing this approach and how it can elevate their business and client experience.
Listen for these key points:
4:42 – What is an enforced policy review?
6:44 – How many advisors use enforced policy review?
7:49 – Why aren’t advisors using this regularly?
10:20 – What is the consumer side like?
14:24 – A review is not going backward
17:59 - Mutually beneficial advantage: multi-generational planning
21:07 – What is the FIG program that addresses this?
25:26 – What is the time saving like?
27:15 – Grow your business with more time