Podcast | 11.29.23
Life Insurance Awareness Should Be All Year – Parts 1 & 2
by: BISA Staff & Stathis-Mittel
The newest installments (part 1 and part 2) of the BISA Industry TrendWatch series, produced by BISA in partnership with Stathis-Mittel, is now live!
PART 1
This episode was recorded in September, which is Life Insurance Awareness Month. As many of our listeners know, we passionately believe that to be a true trusted advisor you must not only help your clients manage their assets but also make sure they protect them. And life insurance is a critical part of a de-commoditized relationship containing trust, longevity, majority wallet share and hence profitability. So Life Insurance Awareness Month should be perpetual, and that is the core of today’s discussion with the following guests:
- Jonathon Allen – Wescom Financial Services
- Ryan Hughbanks – Ameriprise
- David Jabczenski – Wescom Financial Services
- Lisa Young – Rise Private Wealth Management
Listen to Part 1 Now!
PART 2
In part two of this episode, we will continue our discussion about the importance of servicing protection needs.
Listen to Part 2 Now!
The program puts a new spin on the Stathis Partners monthly industry benchmarking study by bringing together industry leaders to examine monthly data in the context of industry trends. The BISA Industry TrendWatch podcast is published on all the major outlets (Apple Podcasts, Spotify, Google Podcasts, Stitcher, iHeart, etc.) and also posted here for your convenience.