In this episode of FIIC Presents we discuss trends in the life insurance market which create opportunities for consultative advisors including managing life insurance as an active asset, in-force policy management, working policy reviews into the advice process, and participating in the financial wellness education trend.
Our panelists include the following:
With special guest appearances from the following:
The Financial Institution Insurance Council was formed as a consortium of Stathis-Mittel Business Intelligence, the ABA, and state bankers, the organization has created a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.
