Barry Flagg
Barry D. Flagg is the founder of Veralytic Inc., an online publisher of life insurance pricing and performance research, and product suitability ratings.
Barry D. Flagg is the founder of Veralytic Inc., an online publisher of life insurance pricing and performance research, and product suitability ratings.
Focus on the costs inside the life insurance policies of clients and prospects, where they need management and advisory services arguably even more so than in their investment portfolios.
Life insurance remains the last, largest, most-neglected asset on clients' balance sheets.
Mainstream media is educating clients, prospects, advisers and centers of influence about the undesirable consequences of an unmanaged life insurance policy.
Finding a policy that works in the best interests of your clients not as hard as you think
Give clients an alternative to the auto-industry-like life insurance industry operating system
When reviewing life insurance options, advisers should look beyond hypothetical valuations.
Case highlights vulnerability of advisers when they don't use up-to-date methods to project costs.
