The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 35,000 members, or less than 1 percent, of the world's most successful life insurance and financial services professionals from 476 companies in 76 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.
Barry D. Flagg, CFP, CLU, ChFC, founder of www.TheInsuranceAdvisor.COM is a guest speaker at a focus session on Wednesday, June 10th, 2009 at the MDRT annual meeting in Indianapolis, Indiana. Mr. Flagg's session "USD $3 Trillion in Neglected Wealth - How to Get Your Share" is a well-regarded topic. Valued at more than USD $3 trillion, life insurance cash value is a huge component of wealth that has been largely neglected. Policy holdings are in desperate need of professional management. With a market that is larger than hedge funds, separately managed accounts and exchange traded funds combined, life insurance portfolio management is the biggest untapped wealth management opportunity our industry has seen in 30 years. Mr. Flagg shares a portfolio management process you can immediately put to use to capture your share of this neglected wealth.
The life insurance portfolio management opportunity is featured in the May 2008 issue of Wealth Management Business magazine where you will learn...
- How we have been in similar circumstances before, and seen the same 3 trends now influencing the life insurance business, and are going "back to the future".
- How this $3 trillion asset market is in desperate need of management and ripe for life insurance portfolio management services.
- How the Uniform Prudent Investor Act (UPIA) serves as an "instruction manual" for providing such life insurance portfolio management services.
- How anything that is to be managed must first be measured, and how to go about measuring pricing, performance and suitability of life insurance policy holdings.
- How if you don't know where you are going in this market, you'll probably end up somewhere else (and miss out on this opportunity).
- How ideas are a dime a dozen, but practitioners who put the proven management principals from UPIA into practice will be priceless in this market.
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