Sourcing the Super-Rich for Life Insurance

Date & Location

Who Should Attend?

• ·      This workshop is designed exclusively for high-end life insurance producers interested in creating an overflowing pipeline of super-rich life insurance clients.

How you will benefit from the workshop?

During this workshop, you will:

•       Learn how to systematically develop strategic partnerships with Private Bankers, Investment Advisors and Multi-Family Office Executives.
•       Understand how to structure the relationships with these professionals so that they’re actively and constantly searching for new business among their super-rich clientele.
•     Learn how to have these advisors provide you with a constant flow of super-rich clients without you having to provide them a with a single client.
•       Understand how to most effectively joint profile the professional advisor’s super-rich clientele to identify new life insurance opportunities.
•       Learn how to accelerate the process to create a steady stream of new super-rich clients motivated to purchase life insurance.

Workshop Agenda

9:00 – 9:15                        Introduction and Overview

9:15 – 9:45                        The Super-Rich 

• ·      The size and scope of the client market.
• ·      Key concerns and transitions.

9:45 – 10:15                        The Universe of investment Advisors

• ·      Who has super-rich clients
• ·      Which investment advisors want to be in the life insurance business and how they are doing it.

10:15 – 10:30                        Break

10:30 – 12:00                        Innovative Planning Strategies using Life Insurance

                                    Guest presenter: Edward A. Renn

12:00 – 12:45                        Lunch

                                    Guest presenter: Kathy Reilly

12:45 – 2:45                        The Strategic Partnership Process

• ·      How to identify and provide investment professionals for maximum results.
• ·      How to structure the relationships for optimal benefit.

2:45 – 3:00                        Break

3:00 – 4:30                        A Steady Flow of New Super-Rich Clients

• ·      Working with investment advisors to uncover life insurance needs among their super-rich clients.
• ·      Overcoming common obstacles.

4:30 – 5:00                        Summary and Questions

Handout Materials

• Recognizing the Opportunity: Wealth Management, Estate Planning & Life Insurance (2009)
• Protecting the Family Fortune: Advanced Planning for Ultra-High-Net-Worth Family Businesses and their Owners (2008)
• The Sky's the Limit: Marketing Luxury to the New Jet Set (2007)

Format and Cost of the Workshop

The workshop will run in New York City on June 17th, from 9AM to 5:00PM.  The price for the workshop is $250 per attendee. 

This workshop will use a highly interactive combination of presentations and discussion.  In order to maximize the benefits of this teaching/learning approach, the number of attendees to the workshop will be strictly limited.