• Health and Wellness - Uncovering Hidden Opportunities

  • Dec 4 2023
  • Length: 45 mins
  • Podcast

Health and Wellness - Uncovering Hidden Opportunities

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  • Summary

  • In this episode of FIIC Presents we discuss trends in the life insurance market which create opportunities for consultative advisors including managing life insurance as an active asset, in-force policy management, working policy reviews into the advice process, and participating in the financial wellness education trend.

    Our panelists include the following:

    • AJ Long from Specific Solutions
    • Patrick Cahill from Coventry
    • Kelly Lytle from Proformex

    With special guest appearances from the following:

    • Peter McDonnell from M&T Bank
    • Tom Long from Specific Solutions

    The Financial Institution Insurance Council was formed as a consortium of Stathis-Mittel Business Intelligence, the ABA, and state bankers, the organization has created a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.
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