In today’s world of lifestyle changes, demographic shifts, and economic unsettlement, financial planning is no longer a one-time event. Instead, it’s an ongoing activity that needs to be visited – and revisited – often. This offers a renewed opportunity to consult with and provide guidance to clients.
The following trends and consumer concerns are having a big impact on the financial planning solutions producers offer, including life insurance:
The rising cost of healthcare
Living well in retirement
Protecting assets as the client climbs the career ladder
Join us for our third-quarter Thought Leaders webinar, hosted by Claire Durand, for an insightful discussion on the importance of life insurance to long-term financial planning.
Clark Smith, Head of Wealth Management Insurance Sales at UBS, will share results from recent client surveys examining consumer sentiments towards insurance, healthcare, and retirement. He’ll also provide a unique look at the value of human capital, the importance of protecting it over the long term, and what this means to the way our industry does business.
Learn how new solutions and ongoing planning offer value not only to clients, but value to your agency as an opportunity to grow sales.
Transamerica’s quarterly webinar series, exclusively for General Agencies, features Thought Leaders from across the industry. Experts will share current trends, challenges and opportunities that impact our industry, and provide you with valuable knowledge and takeaways that you can apply to