Life Insurance 10X
Track: Main Stage
During this session, Larry J. Rybka, JD, CFP® and CEO and President of Valmark Financial Group, will share four key differentiators that have lasting value-add for any high net worth life practice. Many of Larry’s remarks can be found in the highly anticipated and recently published book, Life Insurance 10X. Co-authored by Larry and 13 premier life insurance veterans, the book shares experiences and thoughts for revolutionizing the way insurance is perceived and implemented today, showcasing strategies, tools and tangible deliverables for making the advisor and client experience ten times (10X) better. This session will be particularly helpful for insurance producers and carriers as they think about how they need to change to adhere to the best interests standard for life insurance. For more on Life Insurance 10X, go to www.li10x.com.
Producers will learn how they can add long term value to clients in 5 critical areas
1. Better selection of companies committed to policyholders
2. Designs that customize products for client specific needs
3. Creating better underwriting results
4. Optimized tax structure of policies
5. Improving ongoing policy monitoring and management
They will also learn how to highlight and differentiate these services for competitive advantage
Finally they will learn how to scale this process to improve practice profitability.
In 1987, Larry J. Rybka joined the ValMark Financial Group, and twelve years later, in 1999, became President and Chief Executive Officer. Under his leadership, the company has experienced growth of 15 times in total revenue. Larry’s tenure at ValMark has been marked by working with advisors in creating innovation to better serve clients and proactively anticipating difficult regulatory challenges impacting how these services are delivered.
His industry leadership is also evidenced by terms on the Boards of AALU, the MDRT Foundation and the University of Akron Foundation; Chair of various committees for the industry including twice as the AALU Chair of the Regulatory Reform Committee and CFP Board of Examiners. This advocacy is also evidenced by testimony before legislative bodies and lobbying on behalf of advisors with FINRA, SEC and Insurance Commissioners. Larry is a noted speaker and author and his articles have been published in numerous industry journals. Two of his articles were recognized with industry awards: the Journal of the American Society of CLU and ChFC’s Author Award, and the CFP Board’s Article Award. He is a co-author of one of the CCH Tools and Techniques Books with Steven Leimberg, and just published Life Insurance 10X.