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  • Financial Planning

    “Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics


    Today’s financial landscape is more and more litigious. By partnering with estate attorneys and trust fiduciaries, we can not only change how life insurance is delivered but also help protect the fiduciary in the process. Life Insurance policies are an asset, but are not treated as such, until something goes wrong. The use of policy analytics provides answers before litigation rears its’ ugly head. Learn how to use social media to attract this burgeoning market.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Barry Waxler and Marc Schwartz

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