Insurance Unscripted: Executive Benefit Plans
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Let’s get real about the industry together.
No slide decks to read. No scripts. Tune in to our live podcast-style webinar series. Join just like you would for a webinar, and then feel free to minimize your screen. You’ll enjoy an unedited conversation between our experts that you can listen to as you catch up on email, drive to an appointment or even take a walk.
About this session
Life insurance and executive benefit plans are a match made in fiduciary heaven. But with so many levers to pull, where do you begin? We bring in an expert from John Hancock to help review what's working today and how to approach conversations with business owners.
Through analytical expertise, Steven Gates supports advisors serving high-net-worth clients and business owners. Using customized modeling, he creates insurance-driven strategies for wealth transfer, business protection and charitable leverage. Steven is the go-to guy when you need a unique blend of technological expertise, industry knowledge and entrepreneurial drive.
Tracey Ullom is an attorney with a demonstrated commitment to solve complex problems through innovative strategies. As part of the Advanced Markets team at John Hancock, she collaborates with financial and legal advisors to develop strategies and solutions to solve clients’ retirement, tax, estate planning and business continuation needs.