Neglected Wealth Presentation at MDRT Follow-Up

Thank you to all of those that attended the Million Dollar Round Table (MDRT) annual meeting in Indianapolis. We were pleased to be able to continue to share how THEInsuranceAdvisor.COM research can help you make a difference in the finding your client(s) neglected wealth. 

MDRT is comprised of the world's most successful insurance and financial services professionals, and one of the many benefits of membership is access to MDRT's exclusive prestigious Annual Meeting. It provides them the opportunity to network with other successful producers and hear from the world's most prominent speakers.  

Prominent speaker and TIA's founder and inventor, Barry Flagg's presentation on "USD $3 Trillion in Neglected Wealth" and the relationship between pre-ERISA mutual fund industry and the Life Insurance Portfolio Management was a hot topic of discussion. 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. Guy E. Baker, First Vice President of MDRT, called the presentation "Fabulous". Walton W. Rogers, President of MDRT, says "I have no doubt that lives were changed...in Indianapolis". 

Click here for your online handout of Barry Flagg's presentation. Please contact info@theinsuranceadvisor.com for the actual presentation and/or audio recording.

Use Confidential Policy Evaluator (CPE) Research Reports to show your clients how their existing policy measures up against ALL products in its peer group, and reassure your clients that they made the most appropriate choice in their life insurance policy.