How can wealth managers broach the life insurance conversation with their clients? A panel of NAIFA members gave some insights during a webinar held as part of the Help Protect Our Families campaign.
“I don’t know how you can call yourself a real financial planner doing comprehensive financial planning without talking to clients about mitigating their risk,” said Keith Gillies, cofounder and CEO of United Wealth Advisors Group. “I tell the young advisors in our firm, if you want to do financial planning, that’s fine. But if you’re working with another young professional and they want to save some money and you want to help them with that, talk to them about disability insurance and at least some term insurance to protect their future. Make sure they add risk-based planning as part of their overall planning.”
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NAIFA’s Business Performance Center Impact Week Is Coming March 23-25
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Thought leaders from leading firms in the financial services industry will provide advisors with knowledge and resources to take their practices to the next level.
Impact Week programming is focused on practice management, growing your business, and reaching new markets. FALLS CHURCH, Va. (PRWEB) February 19, 2021 The National Association of Insurance and Financial Advisors (NAIFA) has announced that its Business Performance Center Impact Week will offer an amazing slate of virtual programing led by industry experts, March 23-25. Presentations will be high-impact and provide valuable takeaways focused on practice management, growing your business, and reaching new markets.