Panel Discussion - HNW Life Insurance and its use in the legacy and wealth structuring toolkit
• How do you choose? - Whole Life, Term Life, UL, VUL, IUL and PPLI.
• More product choice is confusing – how can we present the right opportunities to clients today?
• What trends and developments are we seeing in the market?
• Key mistakes that clients make in choosing life insurance?
• How does the new CFC rules in Taiwan effect the opportunity for HNW Life Insurance?
• What preferences and demands are we seeing from mainland Chinese clients?
• Does the average private banker or EAM RM/advisor understand enough about the life products and solutions, or what needs to happen to boost their knowledge, engagement and involvement?
Chief Executive Officer & Founder
Chief Executive Officer, 1291 Group Asia
Head of Business Development, Asia
Lombard International Assurance
Chief Commercial Officer
Transamerica Life (Bermuda)
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