Industry expert Sheryl J. Moore discusses how regulatory changes and trends such as leveraged indexed products are changing the life insurance and annuity marketplace — and why more than ever — financial professionals should steer clear of illustration-based selling and invest more time in educating clients and strengthening relationships.
Sheryl J. Moore is CEO of Moore Market Intelligence, an company focused on providing competitive intelligence tools to the insurance industry, particularly the indexed life and annuity markets. Sheryl is also the founder and creator of several competitive intelligence tools, including Wink’s AnnuitySpecs and LifeSpecs and the Wink’s Sales & Market Report.
All guarantees are based on the claims-paying ability of the issuer. Sheryl Moore of Moore Market Intelligence is unaffiliated with The Penn Mutual Life Insurance Company. This podcast segment is for educational purposes only and should not be considered specific tax, legal, investment or planning advice, which will only be provided to clients on a personalized basis. Depending on individual circumstances, the strategies discussed may not be appropriate for your situation. Individual results may vary and the presented information is not a guarantee of future performance or success. You should consult a qualified advisor regarding your personal financial situation. Past performance is no guarantee of future results. Actual results can vary.
Penn Mutual’s products and services are provided through knowledgeable, licensed Financial Professionals who were previously referred to as advisers. This Possibilities Podcast was recorded prior to this change in title. Therefore, any references to the term adviser in this podcast should be interpreted as “Financial Professional."
For Financial Professional Use Only