Life Insurance 10X

Track: Main Stage

Session Number: 166
Date: Tue, Jan 29th, 2019
Time: 10:30 AM - 11:15 AM
Room: Texas Ballroom BC

Description:

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.

Session takeaways:
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.

Session Type: Main Stage

Target Market: Apply to all
Session Type: Main Stage

Target Market: Apply to all