NAILBA 365: with Jack Elder
July 14 @ 2:00 pm - 2:30 pm
Many high-net-worth clients, and even their advisors, view life insurance and long-term care as the weakest link in an otherwise sophisticated financial plan. In this NAILBA 365 session, Jack Elder, Head of Advanced Sales at CBS Brokerage, shares how he changes that perception by leading with simple math instead of sales.
Jack will walk through the conversations he uses to help clients and their advisory teams understand the role insurance plays in protecting wealth, creating certainty, and strengthening an overall financial plan. You’ll hear how he simplifies complex concepts, addresses skepticism with confidence, and lets the numbers tell the story.
Whether you’re speaking with affluent clients, centers of influence, or fellow advisors, you’ll leave with practical language and a framework for making insurance an integral part of the planning conversation.
Speakers:
Jack Elder | Head of Advanced Sales at CBS Brokerage
