Permanent Life Insurance During Times of Uncertainty
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The financial crisis of 2008-09 affected how people think about money. The Covid-19 crisis will too. Part of the role of an advisor is to understand and extract the goals, hopes, and dreams out of people and then help them to execute financially. If history is any guide, coming out the other side of the Coivid-19 crisis could well be a flight to safety as permanent insurance tends to rise in popularity during times of crisis and uncertainty. This means that holistic advisors that do insurance planning for their clients will inevitably see a rise in interest for permanent insurance products with a guaranteed cash value.
In his exclusive LISI Webinar, Jason Early, Chief Revenue Office of BizEquity, will cover the following topics:
- The state of the small-medium sized business market;
- What COVID-19 has done to business valuations;
- What this means for life-funded business market sales;
- How FRs can use this to better approach COIs and clients;
- The value of whole life insurance in troubled times.
Jason Early is Chief Revenue Officer with BizEquity, the world's only patented and the largest provider of business valuations. Jason has spent his entire career in financial services, both in practice and in consulting/technology. For seven years as a managing director with Creative Financial Group, and most recently as CRO at Hoopis, an innovative training and development consultancy out of Chicago. Jason sits on the Alumni board of the American College, American Ireland Fund Philadelphia, and the Brian H. Early Foundation.
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