Innovations in Insurance: Technology, Regulation, and Advanced Strategies with Dave Henry
Manage episode 375201938 series 2852587
We are back with FIG’s Executive Vice President, Dave Henry. He’s bringing us a quarterly life insurance industry update in today’s episode. Tune in as we discuss advancements in technology that are revolutionizing the insurance industry, from precise illustration systems to streamlined policy management.
We also delve into how insurance carriers are responding to new regulations like AG 49-A and AG 49-B while maintaining fairness for all clients. Then we’ll chat about the rising interest and popularity in advanced planning strategies, due to changing regulations and market dynamics. We wrap up this episode by discussing the value of the advanced strategies team at FIG, which specializes in helping clients with complex needs.
Here is an overview of what we discuss in this episode:
- Innovative technology that offers accurate projections and policy management tools while streamlining processes, benefiting both financial professionals and clients
- Insurance carriers' response to new regulations like AG 49-A and AG 49-B
- The increasing interest in advanced planning strategies among advisors and clients with the changing regulations and shift in wealth dynamics
- The importance of collaboration between financial advisors and subject matter experts
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