International advisor roundtable discusses regulation, products and practice management

By Paul Wilson


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 met with the advisors during the roundtable discussion.

Here are highlights from the conversation.