EDUCATIONAL WEBINAR: June 25, 2015 - Successfully Incorporating Insurance into a Financial Advisory

Published June 6/15 2015


EDUCATIONAL WEBINAR: June 25, 2015 | 2:00pm ET

A Case Study: Successfully Incorporating Insurance into a Financial Advisory

EDUCATIONAL WEBINAR - Successfully Incorporating Insurance into a Financial Advisory Kellan GoldbergA recent study showed that 42% of financial advisors would be interested in working with an insurance specialist to identify client solutions. If you are interested in learning more about the benefits that insurance can bring to both you and your clients, this must-attend webinar provides a roadmap from others who have travelled the route successfully.

Join Kellan Goldberg as she shares cases studies and best practice examples from successful advisors who have integrated insurance into their practice, including:

• The insurance review process and how to help clients identify issues in advance;
• How to bring insurance into your practice without taking away from your core competencies;
• The critical role that insurance plays in overall asset protection.

We hope you’ll join us for this 45-minute, interactive webinar. By the end of this session, you will have a clear understanding of the best practices and resources available to make insurance an integral component to your overall offering.
About the Speaker:
Kellan Goldberg
Kellan Goldberg, Managing Director of Insurance Decisions, regularly speaks to small-to-large groups within the Registered Investment Advisor and Independent Advisors community. Organizations that Kellan has presented to include the Financial Planning Association, ByAllAccounts, Security Benefit, New York State Society of Certified Public Accountants (NYSSCPA), and BiskCPEasy.

Kellan is also a columnist for and IRIS and has been quoted as a subject matter expert in industry publications including; Financial Planning, Private Asset Management (PAM), Financial Advisor IQ, and Financial Advisor.