The In’s & Out’s of Proactive Policy Management, Service and The Appraisal Process
Welcome to Financial Institution Insurance Council Presents!
In this episode, you’ll hear a panel about Life Insurance Orientated Protection Needs moderated by Bob Mittel and Scott Stathis.
Panel members include:
- Patrick Cahill, Head of Strategic Accounts, Coventry
- Hugh Cameron, National Sales Director, JBC Companies
- John Stevens, Insurance Specialist, United Brokerage Service, United Bank
- Mike Pepe, Founder, Proformex
- Jim Sorebo, SVP Business Development, Highland Brokerage
You’ll learn:
- How life insurance is considered an asset and should be appraised
- Holistic comprehensive planning with protection solutions
- How financial professionals can overcome the complex nature of selling life protection and deliver superior client service.
- Financial intermediary developments with Life Settlements
- What specific actions should advisors, wealth managers, and financial planners take to manage their book better and become trusted advisors?
- How enhanced client value leads to repeat business and referrals.
- Professional experiences with best practices using policy reviews
ABOUT
The Financial Institution Insurance Council is a consortium of the American Bankers Association, The North Carolina Bankers Association, and Stathis – Mittel Business Intelligence. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.
Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients.
Join the conversation on LinkedIn – https://www.linkedin.com/groups/9107753/