$156 Million in Life Insurance… and Counting!

P4P029-TheStudyOfOurBusinessKim Butler and Todd Strobel discuss a recent analysis from an insurance company we do business with. What do the findings tell us? What kind of life insurance do our clients buy, and why? What do they do with it? What do we know about our clients from the study? Find out on today’s show.

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Show Notes:

[0:00] Prologue

[0:19] Intro

[1:01] What’s Up at Partners 4 Prosperity?

[2:49] Assets Under Management

[4:11] Death Benefit Over Time

[9:01] Creating an Arbitrage

[11:08] The Insurance Benefit

[12:47] Big Picture Numbers

[16:08] Shift in Thinking

[18:02] Diversity in Ages

[19:39] Financial Planning Has Failed

[20:11] Wrap-Up

[20:21] Outro

Tweetables:

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