Life Insurance Key To Financial Client Satisfaction, Report Shows
January 13, 2021 by Steve Morelli
Life insurance is often an add-on as needed in financial planning, but a study showed life insurance is a key factor in clients’ sense of security.
That was one of the findings that Jamie Hopkins will be covering in a webinar at 1 p.m. Wednesday, Jan. 13. Hopkins did the research with advisors and consumers last year as director of retirement research at The Carson Group.
JOIN THE WEBINAR! Researcher Jamie Hopkins will discuss his findings on the best practices of successful financial advisors, at 1 p.m. Eastern, Wednesday, Jan. 13.