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Are Advisors Missing An "Opportunity" To Talk About Life Insurance, Or Just Not Interested?

A new survey out there warns that advisors aren't bothering to discuss life insurance with their clients. While this needs to be part of a planning discussion, the implications aren't clear.


Saybrus Partners is in the business of helping advisors recommend insurance polices to their clients. Thus, when the firm says that only 40% of the clients out there have talked about insurance with their advisors, its interests are pretty explicit.


Obviously, the more advisors out there who are talking about insurance as part of a comprehensive financial plan, the more potential business a company like Saybrus can do.


The subtext behind the word "opportunity" is that life insurance could be a revenue enhancer, but advisors are just not taking advantage of it. 


However, given the licensing considerations, simply telling advisors they need to be pushing life insurance doesn't quite cover what the advisors need to know.


Should they refer their clients to outside specialists or agents? Is there a pay-for-play element in these referrals? How can advisors double-check to make sure the outside agent is providing the right coverage?


Spelling out just a bit of this would help us determine just how much of an opportunity advisors are giving up by not bringing up life insurance more often.


How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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