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PFP2409
Annuities and Life Insurance: Future Directions
Date
June 3, 2024
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2024)
This includes sessions from AICPA & CIMA ENGAGE 2024:
What you think might happen in the future can affect what you decide to do in the present. Our panelists will agree and disagree about the changes that will happen in the marketplace for annuities and life insurance. Topics include product trends, marketing, and concerns about consumer education. * Do new products enhance the client experience? * Is complexity a feature or a flaw? * What opportunity for improving client value should you keep your eye on? * How can advisors improve their due diligence process? * Are curated product platforms a viable alternative to the commission-based marketplace?
Learning Objectives
- Recognize product development trends for annuities and life insurance.
- Identify how product features in development may help clients.
- Identify areas of product differentiation.
Speakers
Principal, Toland Consulting
Glenn S. Daily, CFP, ChFC, CLU
Co-founder, Tell Us The Odds, LLC
Principal, Stern Slavutin 2, Inc.
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