Retirement Planning Education, with Andy Panko cover image

#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao

Retirement Planning Education, with Andy Panko

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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.

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