Executive Editor,
The Life Product Review
Bobby is the Executive Editor of The Life Product Review, the industry’s best source for independent and objective life insurance product intelligence. He regularly presents at major industry events and has been quoted in the Wall Street Journal.
Bobby is also the President and CEO of Life Innovators, an independent product development firm helping life insurers create and implement unique life insurance and annuity products.
Previously, Bobby was the Senior Vice President and Head of Product Development and Pricing for life insurance and annuities at Brighthouse Financial, formerly MetLife US Retail. Prior to joining MetLife in 2013, he published The Life Product Review and was an independent consultant to life insurers, distributors and advisors. He is the third generation of his family to work in the life insurance industry.
The reality is much more mundane. Life insurance is taxed appropriately and logically – but because of the unique characteristics of the product, it offers a degree of tax control that is arguably unmatched by any other insurance or financial instrument. This session builds the life insurance tax story from the ground up so that you can confidently and accurately portray the product and its taxation to even the most skeptical client.