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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 we
