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PROGRAM SEGMENT TWO

Living Benefits — making the case

 

Video-taped interview with Glenn T. Welch, CLU®, CHS®, CH.F.C.®, CFP®

Independent Insurance Advisor, Welch Financial Consulting
Red Deer, Alberta

Glenn has been licensed for life and health insurance in Alberta since 1986.  With clients hailing from a broad range of sectors including medical, professional sports management, and numerous entrepreneurial business owners, Glenn's focus is on client service.  Glenn is a personal advocate for his clients, ensuring they receive the consideration and timely support needed to allow them to focus on what matters most, such as a dealing with a health scare.  Glenn is a long-time member of Advocis.

LEARNING TOPIC

To identify practical recommendations for clients to meet their Living Benefits needs.

Industry trends show that the average insurance advisor has notably shifted towards living benefit products.  Why? This interview will include:

  • Defining the market opportunity — Living Benefits is no longer a secondary market
  • Changes impacting Living Benefits — for example genetic testing, underwriting, pricing etc.
  • How to successfully engage clients to include Living Benefits insurance in their financial plan
  • Identifying the need; how/where to get the care needed vs. what's affordable

DISCUSSION FORMAT

Case Study Activity: Living Benefit Priorities

Learning Objective: To explore strategies to help a middle-income couple identify their Living Benefit needs and create a cost-effective solution.

ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS®, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).