Health and Wellness - Uncovering Hidden Opportunities

In this episode of FIIC Presents we discuss trends in the life insurance market which create opportunities for consultative advisors including managing life insurance as an active asset, in-force policy management, working policy reviews into the advice process, and participating in the financial wellness education trend.

Our panelists include the following:

• AJ Long from Specific Solutions
• Patrick Cahill from Coventry
• Kelly Lytle from Proformex

With special guest appearances from the following:

• Peter McDonnell from M&T Bank
• Tom Long from Specific Solutions

The Financial Institution Insurance Council was formed as a consortium of Stathis-Mittel Business Intelligence, the ABA, and state bankers, the organization has created a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.