Overview

Become a More Trusted Advisor by Improving Your Knowledge of Insurance Planning Opportunities. If you are a financial advisor whose primary activities do not regularly include offering insurance advice, this book is for you. It will help you improve your knowledge of insurance opportunities and effectively communicate insurance strategies to your clients. Inside you will gain access to the language and tools that will help you better understand: The seismic shift that is about to occur in the insurance industry and how to position yourself to take advantage of this opportunity The three phases of life insurance planning Why disability income insurance is often an overlooked area of financial planning How long-term care planning may be the simplest way to announce to your clients that you are now offering insurance services Why your healthy client may not be so healthy in the eyes of the insurance company Why life insurance may not currently be a good wealth accumulation tool...but will likely be very soon

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9781530010325

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With more than 20 years of education and work experience in the areas of insurance and estate planning, Trey is uniquely qualified to understand and assist financial advisors with the challenges of today's insurance planning environment. He earned a Bachelors of Science in Finance from the University of Delaware and his law degree ( J.D.) from the University of San Diego. After passing the California bar exam, Trey returned to the University of San Diego to obtain his Master of Laws of Taxation (LL.M.) in 2001. Trey partners with financial advisors to provide insurance-based solutions to meet strategic estate and business planning goals. Trey's partners become more well-rounded wealth managers by identifying new opportunities, deploying a consistent insurance management process, and making the insurance process scalable and more cost-competitive for their clientele. Trey began his financial services career in 1992 as a Brokerage Representative for a large mutual life insurance company in Philadelphia. Since 1997, he has been a top performer at two well-known life insurance brokerage general agencies serving the institutional and bank advisor marketplace.

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