Ep 68: Insurance for the Investor of Today with Bobby Samuelson - podcast episode cover

Ep 68: Insurance for the Investor of Today with Bobby Samuelson

May 27, 202229 min
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Episode description

On today’s episode, Bobby Samuelson joins us once again to discuss product concepts for investors and for insurance carriers. Bobby is the President of Life Innovators, a product development and research company that helps insurance carriers develop product solutions that fit their client’s needs.

 

With more people interested in life insurance than ever, advisors and clients realize there isn’t a tool like it in the financial industry. Bobby is helping make introductions between companies, allowing them to serve their client base with the best possible resources. As advisors look to find ways to preserve the gains of their clients, they are looking to better-fitted tools and Bobby is helping implement them. Join us today as we break down the current insurance trends, new product innovations, and more.

 

More about Life Innovators: https://lifeinnovators.com/

 

Listen for these key points: 

2:02 – Welcome back Bobby!

3:11 – Trying to get into life insurance

5:33 – Preconceived notions about annuities

8:02 – Are you getting requests for help?

11:04 – Finding peace of mind in investing

12:52 – Innovative products you’re working on

18:40 – Having a large inventory of products

21:28 – What we don’t do at Life Innovators

24:12 – Innovation is necessary as needs change

27:09 – Thank you for joining us Bobby!

Ep 68: Insurance for the Investor of Today with Bobby Samuelson | Retirement Inside Out with Tom Lamendola podcast - Listen or read transcript on Metacast