Living benefits for high income, low net worth clients

Inside the Advisor’s Study: In the first of an exclusive, 12-part series on how to be a high performance insurance advisor, Jim Ruta, performance consultant with the Expert Institute talks with Lawrence Geller, president of L.I. Geller Insurance Agencies Ltd., about providing advice on living benefits to high income, low net worth clients. They spoke at the TMX’s Broadcast Centre in Toronto.