Life Insurance 10X

Speakers: Lawrence J. Rybka, JD, CFP

Year: 2019

During this session, Larry J. Rybka, JD, CFP® and CEO and President of Valmark Financial Group, will share four key differentiators that have lasting value-add for any high net worth life practice. Many of Larry’s remarks can be found in the highly anticipated and recently published book, Life Insurance 10X. Co-authored by Larry and 13 premier life insurance veterans, the book shares experiences and thoughts for revolutionizing the way insurance is perceived and implemented today, showcasing strategies, tools and tangible deliverables for making the advisor and client experience ten times (10X) better. This session will be particularly helpful for insurance producers and carriers as they think about how they need to change to adhere to the best interests standard for life insurance. For more on Life Insurance 10X, go to takeaways: Producers will learn how they can add long term value to clients in 5 critical areas1. Better selection of companies committed to policyholders2. Designs that customize products for client specific needs3. Creating better underwriting results4. Optimized tax structure of policies5. Improving ongoing policy monitoring and management They will also learn how to highlight and differentiate these services for competitive advantageFinally they will learn how to scale this process to improve practice profitability.

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