In this week’s Monday Brief, recorded last week at NAILBA 45, I spoke with Jason Lea, CEO of SPG Life and Annuities, about the challenge of keeping protection relevant in today’s financial landscape.
With markets performing well for years, many advisors have focused on gathering assets. But building wealth is only part of the equation. We discussed why risk protection belongs in everyday client conversations, the importance of holistic financial planning, and how NAILBA has shaped Jason’s career. We also talked about the opportunity to work across our profession to bring protection to more Americans.
Together, we are Finseca.
