PRESENTATION TITLE:
Why leave money on the table? Understand life insurance and health benefits.
PRESENTATION OBJECTIVES:
- List alternative reasons (other than death benefit) why one would purchase life insurance
- Enumerate the disadvantages of using insurance as a wealth building strategy
- Identify indications for using life insurance to build financial security
SYNOPSIS:
Life insurance and benefits are essential to financial security and, when aligned with genuine needs, can be incredibly effective. However, as key clients for the financial services industry, doctors are often targets for aggressive and sometimes excessive sales tactics. Not everything sold as protection truly protects. Empower yourself with knowledge to distinguish real security from unnecessary costs.
BIO:
Adam Niman is a dedicated life insurance professional with over a decade of experience, specializing in life insurance and benefits. He is a strong advocate for separating insurance from investments, drawing on his firsthand insights into the failures of oversold investment-grade insurance products from past decades.
Known for his commitment to transparency, Adam prioritizes open communication, providing clients with clarity and peace of mind. Through his e-book, HSA platform (Kibono), and website, Adam empowers clients with a clear understanding of insurance products, helping them make informed, secure financial decisions.
