Protecting the Wealth Plan

Welcome to Financial Institution Insurance Council Presents!

This month listen in on a panel of experts as they discuss how to optimize a financial plan by making sure the assets are protected. Our panel includes:

• Kevin Hughes – Envestnet/MoneyGuide
• Dawn Goldbacher – Prudential - Individual Life

As well as several executives from the listening audience who share their insights.

Topics discussed include the following:

• The added relationship value provided by including asset protection in the wealth plan.
• Examples from other channels in the financial services industry.
• How to increase client base penetration of asset protection services.
• How to structure compensation to eliminate roadblocks.
• How teaming can increase the provision of asset protection services.
• Leveraging a "Family Asset Management & Protection Plan" construct.
• How technology is helping with client engagement.

ABOUT

The Financial Institution Insurance Council was initiated as a consortium of Stathis-Mittel Business Intelligence, the ABA, and state bankers. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of its clients.    Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients.

Website: https://fiinsurancecouncil.com/

Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/