Case Studies TriCert Insurance Agency

When Insurance Doesn’t Make Sense – A Real-Life Example

April 20, 2023
Case Study | IALIA | Insurance | Podcast
In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Oliver Lee, Vice President of Life Insurance & Living Benefits at Independent Accountants' Life Insurance Agency Inc. (IALIA). Listen as they dive deeper into an IALIA client case study where Oliver applied the ADꓯPT™ diagnostics process, resulting in insurance being unsuitable for the client's situation.

When Insurance Doesn’t Make Sense – A Real-Life Example

by Oliver Lee, BMath

This content has been prepared by TriCert Insurance Agency Inc. The information and opinions presented in this presentation are for general information only. It should not be considered as professional advice or a recommendation. Any opinions in this presentation are as of the date of this presentation and are subject to change without notice. Before acting on any information, you should consider the appropriateness of the information and speak with one of our insurance agents. Examples used in this presentation are for illustrative and educational purposes. TriCert Insurance Agency Inc. is a subsidiary of TriCert Financial Group Inc. (TriCert).

Oliver Lee, BMath

Oliver's goal as VP of Life Insurance and Living Benefits at TriCert Insurance Agency is to bring his experience and knowledge on life insurance and living benefits to our clients by offering unbiased and professional advice.

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