This episode was recorded in September, which is life insurance awareness month. As many of our listeners know we passionately believe that to be a true Trusted Advisor you must not only help your clients manage their assets, but also make sure they protect their assets. And life insurance is a critical part of a de-commoditized relationship containing trust, longevity, majority wallet share, and hence… profitability. So life insurance awareness month should be perpetual, and that is the core of today’s discussion with the following guests:Jonathan Allen – Wescom Financial ServicesRyan Hughbanks – AmeripriseDavid Jabczenski – Wescom Financial ServicesLisa Young – Rise Private Wealth Management

Ver todos los episodios