Are you effectively integrating life insurance into your clients’ holistic plan? Learn how enhancing your understanding of life insurance and its many benefits can help you stand out from other ‘holistic’ advisors and better protect your clients' portfolios and families. Join host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she explores the important role life insurance plays in holistic financial planning with industry veterans, Dave Buckwald, CEO and founder of OneTeam Financial, and Stoyan Petev, Senior VP of Advanced Markets at C2P. They delve into how life insurance provides stability amidst market fluctuations, offers tax benefits, and ensures long-term financial security. Discover unique strategies such as insuring portfolios against bear markets and asset-based long-term care policies. Tune in to learn why insurance is a vital component of wealth management and considered a "great equalizer" in financial planning.

Resources:

• The Tax Management Journey® Concepts and Training

Statistics:

• https://www.ey.com/en_us/insights/insurance/how-life-insurers-can-provide-differentiated-retirement-benefits