The stock market is down about 13% for the year, inflation is raging, and many analysts are predicting an economic recession in our future.
More than ever, advisors need to be aware of the safety and growth potential of life insurance within a variety of planning strategies. Life insurance is a versatile tool for estate planning, retirement planning and just having a generally healthy portfolio.
Our September 14th webinar will cover the trends with life insurance and explore what leading advisors are doing to maximize the use of life insurance.
Our guests bring a wealth of experience in financial services and retirement planning. Topics to be discussed include:
How have life insurance strategies changed because of the pandemic and the economy?
How is the ‘laddering’ strategy most effective for clients?
What do agents need to be aware of when using life insurance in estate planning?
What are the latest life insurance product developments?
How can long-term care riders save a client from major heartache in retirement?
View our full webinar recording below.
Dr. Guy Baker, is the founder of Irvine, Calif.-based Wealth Teams Alliance. He is a member of the Forbes 250 Top Financial Security Professionals List and author of The Great Wealth Erosion, and other books. He received the 2019 John Newton Russell Memorial Award for lifetime achievement in the insurance industry.
Jennifer Torneden is senior vice president, distribution, marketing & strategic growth of Legal & General America’s insurance division, which includes operating companies Banner Life Insurance Co. and William Penn Life Insurance Co. of New York. Jennifer is responsible for growth initiatives across the entire organization through strategy, collaboration, and by creating new capabilities within the brokerage, partnerships, and direct-to-consumer distributions.
Michael Fontanini is vice president, advanced planning and design with Lion Street, Inc., a national network of independent life insurance and wealth management advisors. Michael specializes in developing sophisticated life insurance solutions to meet the sophisticated needs of high net worth and business owner clients of the 190 Lion Street Firms nationwide and manages a team of four advanced case design consultants.