Jim Ruta, president, AdvisorCraft Media and Consulting, explains that life insurance, particularly whole life, can be a valuable asset class that provides guaranteed, crash-proof returns for your clients, and also tax-advantaged estate planning.
Dividend reductions may cause difficult client conversations
Insurance giant will launch Vitality, a program that gives clients who wear fitness-tracking devices discounts on their life insurance
Jim Ruta, president, AdvisorCraft Media and Consulting, gives tips on how to make policy illustrations clear for prospects.
OLHI also finds increased website usage and has plans to improve its public communications
Educating members of the large underinsured segment — not selling — is key
Chris Karram, co-CEO and financial advisor with Safebridge Financial Group, discusses how to identify clients who may be underinsured and gives tips on using key life events to start a dialogue with them.
The middle market is underserved and underinsured
Why many Canadians are lacking the protection they need, and how advisors can help
Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, explains that advisors should buck the current trend of soft-pedaling and, for best results, explain life insurance and its benefits clearly to prospects.