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.
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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.