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.
- Patrick Cahill, Head of Strategic Accounts, Coventry
Hugh Cameron, National Sales Director, JBC CompaniesJohn Stevens, Insurance Specialist, United Brokerage Service, United BankMike Pepe, Founder, ProformexJim Sorebo, SVP Business Development, Highland Brokerage- How life insurance is considered an asset and should be appraised
Holistic comprehensive planning with protection solutionsHow financial professionals can overcome the complex nature of selling life protection and deliver superior client service.Financial intermediary developments with Life SettlementsWhat 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 reviewsABOUT
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/