Ruta's Rules: Why life insurance can be a product sale

Ruta’s Rules: Why life insurance can be a product sale

In part ten of the IE original series, Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software, explains that life insurance integrates into the financial planning process but is not contingent upon it. Ruta explains that offering life insurance as a product sale can make the process simpler and more accessible to clients. Ruta spoke at the TMX Broadcast Centre in Toronto.

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Ruta’s Rules