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Description
In this 90-minute presentation, Ryan Barradas and Kim Boston will discuss the often-overlooked aspects of life insurance planning that occur during design and after a policy has been implemented. Topics will include advisor compensation transparency, post-issue service best practices, ongoing policy reviews and maintenance, and the importance of establishing clear expectations through proactive communication. Attendees will gain practical insights designed to help improve long-term client outcomes while fostering stronger, more trusted client relationships.
Learning Objectives
• Understand how agent compensation can affect insurance policy cost and performance
• Review the types of life insurance post-issue due care, including daily ongoing policy service, annual policy review, five-year comprehensive review and market study and exit analysis
• Understand the importance of life insurance post-issue due care
• Review case studies for real world applications