))
229 - Shifting Distribution and Changing Minds With Jim Kerley
Manage episode 426125530 series 3559493
Content provided by Nassau Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nassau Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Summary
In this episode of That Annuity Show, Jim Kerley discusses his report titled 'Shifting Distribution, Changing Mindset: Why Advisors Aren't Talking to Consumers About Life Insurance.' The report explores the reasons why some advisors are not discussing life insurance with their clients and the implications for the industry. Kerley's report emphasizes that there is a demand for life insurance, with 102 million people in the US being underinsured or without insurance. The problem lies in the lack of conversation between advisors and consumers. Kerley suggests that changing the insurance mindset of advisors and making life insurance a part of their portfolio can help address this issue.
Takeaways
- There is a demand for life insurance, with 102 million people in the US being underinsured or without insurance.
- The problem lies in the lack of conversation between advisors and consumers about life insurance.
- Changing the insurance mindset of advisors and making life insurance a part of their investment portfolio can help address the issue.
- Technology, such as AI, can play a role in making the conversation about life insurance easier and more efficient.
- Education and awareness about the benefits of life insurance are crucial in increasing demand and closing the protection gap.
248 episoade
Distribuie
