Breakout Session

Reliable Ways to Evaluate In-force and Proposed Life Insurance Policies

Level of Complexity: Intermediate

Presenter(s)

• 

  John Ryan, CFP®

  CEO
  Ryan Insurance Strategy Consultants

Enjoy coffee and pastries during this session courtesy of Ryan Insurance!

In this session, learn what information financial planners need to request from insurers, agents, and brokers that’s essential to propose sound advice for life policies. Additional topics covered include finding independent life insurance pricing and performance research and product ratings, and why pricing and performance research is more complete and reliable than comparing illustrations.

Learning Objectives:

• Identify information needed from insurers, agents, and brokers to advise clients on policies
• Compare pricing and performance research using independent studies to determine best products for clients