Date: Thursday, September 26, 2013
Time: 2pm ET | 11am PT
As Generation Xers are hitting their 40s, many are also hitting that sweet spot that spurs their biggest life insurance purchasing decisions, such as marriage, buying a house and having children.
Seniors have all the life insurance they need, and the Baby Boomers are more interested in making sure they don’t outlive their retirements. Selling core life insurance-whether it’s simple term policies to cover mortality risk, or more flexible products that can provide a leg up on long-term financial planning-to Generation Xers might just be the great, big sales opportunity the life industry needs right now.
Join National Underwriter Life & Health and lifehealthpro.com for this live, interactive webcast, sponsored by Aflac, and hear from industry experts as they discuss:
Vice President of Product Management & Innovation
Keith Pellerin is vice president of Product Management & Innovation at Aflac responsible for product strategy and driving product revenue and market performance across all Aflac channels and segments. Keith has twenty-seven years of experience in the financial and insurance industries. He most recently served as senior vice president and business controls executive for home loans and legacy asset servicing for Bank of America. During his career at Bank of America he held the following leadership positions with the Insurance Group: senior vice president and consumer insurance products executive, senior vice president and risk management executive, chief financial officer and national compliance officer. In these capacities, Keith helped grow revenue 40 fold through the innovation, design and delivery of new products in both the Life/Health arena as well as in Property & Casualty lines. Keith has also led business development teams in Asia and Europe. He began his career as an agency operations manager for The Equitable, worked in the field as an agent for Prudential Insurance Company and was in Operations, Finance, Claims and Special Investigations with Allstate.
Senior Market Advisor
Daniel Williams, Editor-in-Chief of Senior Market Advisor magazine, is an award-winning journalist and business editor with extensive experience in print, online and trade shows. Prior to joining Senior Market Advisor, Daniel was editor of Real Estate Southern California magazine and West Coast South Bureau Chief of GlobeSt.com, both are divisions of Real Estate Media. Previously, he covered the commercial real estate beat for the Orange County Business Journal. While there, he received a certificate of merit from SABEW (the Society of American Business Editors and Writers Inc.) for a story on "OCs Cash Economy." A native of the Deep South, Daniel relocated from Los Angeles to Denver with his wife and daughter and can be reached at firstname.lastname@example.org.
Tom Henske, ChFC, CLU, CLTC, CFS, CFP, CTS, is the founder of Henske Advisors, which was acquired by National Financial Partners. He is now one of seven partners nationwide for Lenox Advisors, a wholly owned subsidiary of NFP, and lives in Westport, Ct. His focus in financial planning is asset and risk management and raising money-smart kids. He recently wrote a book entitled, “From Me to We,” in which he details the practice management success of Lenox. He is a 12-year member of the Million Dollar Round Table (MDRT) and has two Court of the Table qualifications.
For boomer or senior clients with sufficient net worth, moving money from low-yielding assets into life insurance can be a very smart investment.
That producers should find themselves in 2015 between a rock and hard place on so important an issue is deeply troubling.