Demand for CI and DI products is growing
Firm will stop selling five living benefit products through all channels
Package features interactive resources and prospecting tools to reach 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.
Jim Ruta, a performance consultant and a speaker at the Expertinstitute.com, explains why advisors should treat “insuring the uncontrollables” as the foundation of financial planning. He says the taking care of the financial security needs of your client is the crucial first step in any financial plan. He spoke at the TMX Broadcast Centre in Toronto.
New products roll critical illness, disability insurance and life insurance into one package
While many advisors specialize in one type of life insurance, it pays to branch out into living benefits