While attending MDRT's annual meeting earlier this summer in Anaheim, Calif., editors from Summit Business Media’s life and health group sat down with MDRT members from New Zealand, Canada, the U.S. and the U.K., to discuss regulatory, practice management and product issues and trends in the four countries.
The roundtable participants included Brian Ashe, president of Brian Ashe and Associates Ltd., Lisle, Ill.; Adrian Baker, a senior partner at St. James Places, Bristol, England; Herb Braley, Jr., president and CEO of Braley Winton Financial, Toronto, Ont.; and Scott Morrison, principal of Summit Financial Group Ltd., Auckland, New Zealand.
Warren Hersch of National Underwriter Life & Health, Brian Anderson of Life Insurance Selling, Daniel Williams of Senior Market Advisor and Paul Wilson of ProducersWeb.com met with the advisors during the roundtable discussion.
Here are highlights from the conversation.
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Paul Wilson is the managing editor of ProducersWEB.com and Retirement Advisor magazine. He lives with his wife and two sons in Denver and can be reached at email@example.com or on Twitter at @paulwatpweb. Please contact him if you would like to submit content or if you have any other ques... More
Steve Savant recently shared that How advisers can profit by the history of life settlements with LISA CEO Darwin Bayston on Let's Get Down to Business with syndicated financial columnist Steve Savant. http://youtu.be/bYRFrmwToJ0