Valmark Financial Group

Life Insurance 10X Valmark Financial Group

The life insurance industry is on the precipice of a major shift. Just as Uber brought disruption to public car service, a consumer-focused approach is underway to replace the sales-oriented process we know today. "Life insurance is the last product in the financial world that needs to come to consumers on their own terms. It drastically calls out for transformation that is built around the customer, not legacy systems of various life insurance companies, arcane paper-based processing, and data that is stale." In Life Insurance 10X we hear from 14 foremost professionals who are helping to usher in that change. Here they share specific processes and tools to make the end-to-end experience "ten times better" (10X) as policyholders search for, obtain and preserve a life insurance policy to safeguard their future and their wealth. An easy read for anyone outside the industry, it shines a light on what to look for (and look out for) yet is packed with real-life examples and specific recommendations to shepherd life insurance into the 21st century.