Panel Discussion - HNW Life Insurance and its use in the legacy and wealth structuring toolkit

Michael Stanhope of Hubbis

Oct 25, 2023

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• 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?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Yannick Haeni  
Chief Executive Officer, 1291 Group Asia
1291 Group

Lee Sleight
Head of Business Development, Asia
Lombard International Assurance

Jeremy Young
Chief Commercial Officer
Transamerica Life (Bermuda)

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