As an effective and productive insurance agent and financial advisor, we should continue ask ourself what is next in the industry. We have witness the change from life insurance selling, then move to financial planning. After this, what..........
My personal opinion is after all these selling activiies, now is high time to assist our clients to CREATE WEALTH.
The reason of this finding is now what all these client have with insurance company is their saving value with the company. As an aggrasive financial planner, now is high time we give them the advise how to use their saving to create their WEALTH. Take a portion of their saving to create their own WEALTH through the capital protection vehicle, which also promise at the higher return, Conservatively the return can be as high as 30% per year. It is about 10 time on what the life insurance institution given back to them.
Now the reality is: The clients got such a saving in the insurance company. The market got such a investment vehicle which can deliver such return.
Very confidently, i call this development will lead to 3RD wave of insurance selling. It will come like storm and welcome by most insurance professional and financial advisor, The market is huge. Any practitioner who able to identify this trend will lead the change and earn his way to multi million.
Come, let us work together to educate the public as well as insurance practitioner. The world is OUR, the future is YOURS.