Join us for a CE approved webinar to learn more about how Commission-Free insurance can be an intelligent fixed income allocation in your clients' porfolios.
Here’s What You’ll Learn
Insurance can be a valuable and powerful asset to your fee-only practice.
You will learn:
- Which products are best suited to rebalance an over-weighted equity portfolio, and why
- Strategies to leverage an insurance company's balance sheet to benefit your client
- Why Commission-Free insurance is non-correlated to the market through the insurance guarantee
- Which products to use based on your client's individual needs
Founder & CEO
David Lau is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies. Mr. Lau has expertise in financial services, sales, marketing, technology and operations.