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As we approach the midway point of Life Insurance Awareness Month, I wanted to remind you about our upcoming free webinar Uncover Best Life Insurance Selling Opportunities, sponsored by Sagicor Life Insurance Company, happening on Thursday.
Featured speakers Sarah J. Kaelberer, CFP, ChFC, CLU and Mike Bryant will discuss sales strategies and the current state of the market before taking questions from the audience. Kaelberer, who is the vice president of Business & Estate Advisers Inc. in Wayzata, Minn., will share some of the processes that have made the firm one of the most successful agencies in the industry, with all three partners earning MDRT Top of the Table recognition. She’ll show you how using these consistent processes can make including life insurance an automatic part of the discussion with clients. She’ll also talk about generating referrals and impending challenges posed by taxes and regulation.
Bryant, who is managing director of 1925 Life Brokerage in San Francisco, will discuss how the life insurance marketplace is being hampered by the low interest rate environment and how his agency has reacted. He will drill down as to how his company is experiencing particular success right now with variable universal life for affluent young professionals, why hybrid products are attractive today, and looming implications of estate tax changes.
I’ll be moderating the webinar and will close out the one-hour event by posing questions submitted by the audience to our esteemed panelists. Bring your attention and your questions to this informative, free online event, which begins at 2 p.m. EDT on Thursday, Sept. 13. You can quickly and easily register by clicking here.
For more from Brian Anderson, see:
LIAM and Learn: Life Insurance A-Z
FPA Leader Wants CFP to Be the ‘One Designation’
Movers and Serial Refinancers: Two Opportunities for Life Agents
