Jul 10, 2020
Sheila Jelinek and Suzanne Norman join us today from Milliman to discuss a recent paper they wrote entitled, "The Case for More Female Advisors". Advisors are serving a more diverse client base than ever before and, as more women control assets, there is an increasing demand for advisors who can help them with their goals. By working together to inspire more women to join our ranks, we can create inclusive workplaces and potentially better outcomes for clients.
Connect with Sheila & Suzanne:
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.