NAIFA YAT Forum panelist: Expect a new wave of life products
September 8, 2014 by Warren S. Hersch
In the coming years, many more carriers will offer products that allow owners of permanent policies to convert the cash value or death benefit into a single premium immediate annuity-like life income option.
So predicted Michael Staeb during a panel discussion of young advisor team (YAT) members at the career conference and annual meeting of the National Assocation of Insurance and Financial Advisors, being held in San Diego Sept. 6-8. The Saturday “YAT Forum,” attended by advisors under age 40, alternatively explored health-related risks that clients must face, how advisors can establish a personal brand, the financial concerns of women and social media best practices. Click here to read…