
life_insurance_sg
Life Insurance Strategies GrouFinance & Investing
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Your helpful guide through the world of HNW life insurance.
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Are you familiar with the concept of a trust protector?
This week in life insurance, we explain:
👉where this rising trend came from,
👉how a trust protector differs from a trustee,
👉what benefit they offer, and
👉one really big issue to consider with a trust protector.
With more and more clients looking at dynastic trusts, private placement, and more complex life insurance products, this seems like a trend that is here to stay.
#estateplanning #trusts #trustsandestates #trustprotector #lifeinsurance
This week in life insurance, we explain:
👉where this rising trend came from,
👉how a trust protector differs from a trustee,
👉what benefit they offer, and
👉one really big issue to consider with a trust protector.
With more and more clients looking at dynastic trusts, private placement, and more complex life insurance products, this seems like a trend that is here to stay.
#estateplanning #trusts #trustsandestates #trustprotector #lifeinsurance
There is a lot happening right now - globally, nationally, and within the life insurance industry.
The result? Uncertainty.
This week in life insurance, we take a look at just some of the things that are happening right now that are unsettling the norm.
In particular, we take a look at the continued march of private equity into the life insurance industry and how that is having an impact.
#lifeinsurance #lifeinsuranceindustry #privateequity #uncertainty
The result? Uncertainty.
This week in life insurance, we take a look at just some of the things that are happening right now that are unsettling the norm.
In particular, we take a look at the continued march of private equity into the life insurance industry and how that is having an impact.
#lifeinsurance #lifeinsuranceindustry #privateequity #uncertainty
We have a bit of a bone to pick with the life insurance industry this week.
The paucity of women on the ACLI board highlights how few women are leading life insurance carriers.
Why do we keep having to have this same conversation and see so little progress despite all the talented women in the industry?
#lifeinsurance #womeninbusiness #womeninfinance #dobetter #lifeinsuranceindustry
The paucity of women on the ACLI board highlights how few women are leading life insurance carriers.
Why do we keep having to have this same conversation and see so little progress despite all the talented women in the industry?
#lifeinsurance #womeninbusiness #womeninfinance #dobetter #lifeinsuranceindustry
This week in life insurance we look at how interest rates are impacting M&A activity in the life insurance space.
(Hint: the good olde days of 2000 and 2001 are long gone).
We also bring out our crystal ball to look ahead and where rates may go in the future. #lifeinsurance #interestrates #mergersandacquisitions
(Hint: the good olde days of 2000 and 2001 are long gone).
We also bring out our crystal ball to look ahead and where rates may go in the future. #lifeinsurance #interestrates #mergersandacquisitions
Everyone is talking about IUL illustrations.
Specifically, folks within the industry are concerned about the negative consequences when other brokers and agents (and even carriers) fail to fill explain and educate clients about IUL and illustrations.
This week in life insurance we examine how this is playing out and what those negative consequences might be.
Plus we add a subtle reminder about one thing we think every life insurance sales person should have. #lifeinsurance #IUL #indexeduniversallife #illustrations
Specifically, folks within the industry are concerned about the negative consequences when other brokers and agents (and even carriers) fail to fill explain and educate clients about IUL and illustrations.
This week in life insurance we examine how this is playing out and what those negative consequences might be.
Plus we add a subtle reminder about one thing we think every life insurance sales person should have. #lifeinsurance #IUL #indexeduniversallife #illustrations
There is a lot of anxiety out there over retirement. Specifically, people are worried about whether they will have enough income in retirement to support their lifestyle.
This week in life insurance we look at where that anxiety comes from and how the life insurance industry can help address it.
#lifeinsurance #retirement #retirementplanning #socialsecurity
This week in life insurance we look at where that anxiety comes from and how the life insurance industry can help address it.
#lifeinsurance #retirement #retirementplanning #socialsecurity
What do a centuries old church in Mexico and the future of the life insurance industry have to do with each other?
For us, visiting the former made us think about the latter.
Like almost all industries, generative AI is posed to change how business is done in the life insurance industry. While it’s use is mostly limited to chatbots at this point, there are a number of exciting potential applications.
Check out our This Week in Life Insurance to learn more about where we imagine AI can play a role in the industry.
#lifeinsurance #generativeAI #futureoftheindustry #insuretech
For us, visiting the former made us think about the latter.
Like almost all industries, generative AI is posed to change how business is done in the life insurance industry. While it’s use is mostly limited to chatbots at this point, there are a number of exciting potential applications.
Check out our This Week in Life Insurance to learn more about where we imagine AI can play a role in the industry.
#lifeinsurance #generativeAI #futureoftheindustry #insuretech