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229 - Shifting Distribution and Changing Minds With Jim Kerley

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תוכן מסופק על ידי Nassau Financial Group. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Nassau Financial Group או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Summary

In this episode of That Annuity Show, Jim Kerley discusses his report titled 'Shifting Distribution, Changing Mindset: Why Advisors Aren't Talking to Consumers About Life Insurance.' The report explores the reasons why some advisors are not discussing life insurance with their clients and the implications for the industry. Kerley's report emphasizes that there is a demand for life insurance, with 102 million people in the US being underinsured or without insurance. The problem lies in the lack of conversation between advisors and consumers. Kerley suggests that changing the insurance mindset of advisors and making life insurance a part of their portfolio can help address this issue.

Takeaways

  • There is a demand for life insurance, with 102 million people in the US being underinsured or without insurance.
  • The problem lies in the lack of conversation between advisors and consumers about life insurance.
  • Changing the insurance mindset of advisors and making life insurance a part of their investment portfolio can help address the issue.
  • Technology, such as AI, can play a role in making the conversation about life insurance easier and more efficient.
  • Education and awareness about the benefits of life insurance are crucial in increasing demand and closing the protection gap.
  continue reading

249 פרקים

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on November 01, 2024 14:35 (5d ago)

What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 426125530 series 3559493
תוכן מסופק על ידי Nassau Financial Group. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Nassau Financial Group או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Summary

In this episode of That Annuity Show, Jim Kerley discusses his report titled 'Shifting Distribution, Changing Mindset: Why Advisors Aren't Talking to Consumers About Life Insurance.' The report explores the reasons why some advisors are not discussing life insurance with their clients and the implications for the industry. Kerley's report emphasizes that there is a demand for life insurance, with 102 million people in the US being underinsured or without insurance. The problem lies in the lack of conversation between advisors and consumers. Kerley suggests that changing the insurance mindset of advisors and making life insurance a part of their portfolio can help address this issue.

Takeaways

  • There is a demand for life insurance, with 102 million people in the US being underinsured or without insurance.
  • The problem lies in the lack of conversation between advisors and consumers about life insurance.
  • Changing the insurance mindset of advisors and making life insurance a part of their investment portfolio can help address the issue.
  • Technology, such as AI, can play a role in making the conversation about life insurance easier and more efficient.
  • Education and awareness about the benefits of life insurance are crucial in increasing demand and closing the protection gap.
  continue reading

249 פרקים

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