EY proves a Holistic Financial Plan that includes Life Insurance, Investments, and Annuities is objectively better for consumers.
EY estimates that by 2030 we will have...
trillion retirement savings gap
trillion protection gap
Did you know...
Applying just $0.30 of each dollar of savings to permanent life insurance or annuities yields better returns than investment-only options.
Exclusive Insights from EY’s Phil Ferrari...
At Finseca’s recent board meeting, we had the privilege of hosting Phil Ferrari, Managing Director at EY’s Insurance and Actuarial Services Practice. Phil shared powerful insights on the impact of holistic financial planning from their latest white paper and even gave the Finseca Board an exclusive sneak peek of their upcoming white paper, set to drop later this year.
Resources
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