
#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao
Retirement Planning Education, with Andy Panko
00:00
How to Compare Constraints in an Insurance Practice
So you are fee-only. You don't have insurance licenses anymore, but obviously, clearly understand and appreciate insurance. What do you do when a client scenario comes up where, okay, I think this person could benefit from a certain type of insurance? Where do you go, since you can't sell it yourself?Yeah, so you know, LLIS, that's a third party that all they do is insurance. They specialize in a lot of the low load and no load types of products out there. BC brokerage, I'll go to them as well, just to get like multiple perspectives. And then I also have several contacts that that's some of the big mutuals.
Transcript
Play full episode