Talking about life insurance as part of a financial plan isn’t always easy, but it is important. What steps can you take to ensure these difficult conversations make it into your client’s financial plan?
We’re joined by Alison Salka and Jeremy Baker to discuss both the consumer perspective and the advisor perspective on the topic of life insurance. Together, these perspectives can help enhance your conversations with your clients and ensure their financial plan has an effective risk management plan in place in the event of an untimely passing.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
28 Launch planning: navigating the financial needs of children
27 Succession planning: exit strategies for a smooth client experience
26 ESG: Doing well and doing good with your portfolio
25 Alexa, invest in fixed income
24 Now what? Fred Reish on the future of DOL’s fiduciary rule
23 Inside look at the strategies of the most successful advisors
22 International investing themes for 2017 and beyond
21 Helping clients determine who will be their caregiver
20 Health wealth connection: making the connection tangible
19 The best learnings of 2016
18 The risky business of risk assessment
17 The 5 year outlook
16 Peeling back the onion: fund fees
15 Live from Schwab Impact
14 Create, curate and connect: social media for advisors
13 Tax loss harvesting
12 Re-enrollment: Framing the discussion for success
11 The art of communication
Start selling through clients
Team approach vs. rainmaker approach
Create your
podcast in
minutes
It is Free
Macro Horizons
Sustainability Leaders
BMO Equity Research IN Tune
BMO Views from the North
Global Exchanges