In a deliciously ironic twist, the product that is likely the least understood across third-party distribution is also one of the oldest types of life insurance: Whole Life
That’s right, unless you came up through a career agency system or have taken it upon yourself to invest the time to become an expert on your own, Whole Life may be the product you are least comfortable discussing, illustrating and positioning with advisors.
Given that today’s regulatory and market conditions strongly favor Whole Life from a policy performance and value proposition perspective, now is the right time to close this gap and become an expert.
The only question is how to quickly become a Whole Life expert?
We think there are three key ingredients:
- Enlist the help of an independent third party
- Use the products we are comfortable with as the foundation for understanding Whole Life
- Focus on mastering the category before investigating the current products on a deeper level
We’ll do just that as we welcome Bobby Samuelson, Executive Editor of The Life Product Review, to join us for a three part series: Whole Life Through the Lens of a UL Believer, sponsored jointly by MassMutual Strategic Distributors and New York Life.
Register for all three unique sessions of this three part series using the links below:
- Whole Life Mechanics & History:
- Product Flexibility & Design:
- Sales Applications of Whole Life:
SCHEDULED TO APPEAR…
THE LIFE PRODUCT REVIEW
Bobby is the Executive Editor of The Life Product Review, the industry’s best source for independent and objective life insurance product intelligence. He regularly presents at major industry and corporate events. He has also authored and co-authored numerous articles appearing in publications such as Trusts and Estates and has been quoted in the Wall Street Journal.
Bobby is also the President of Life Innovators, an independent product development firm helping life insurers create, implement and distribute unique and differentiated life insurance and annuity products.
Previously, Bobby was the Senior Vice President and Head of Product Development for life insurance and annuities at Brighthouse Financial. Prior to joining MetLife in 2013, he was an independent consultant to life insurers, distributors and advisors. He is the third generation of his family to work in the life insurance industry.