The Investment Planning Knowledge Circle
is honored to have FPA Retreat 2018 speaker John Ryan present New Best Practice Standards for Managing Life Insurance as an Asset.
John will show how to apply to life insurance the same universal decision-making framework already widely-accepted by clients’ other advisors for most every other asset on their balance sheets.
John Ryan CFP® has been CEO of Ryan Insurance Strategy Consultants since 1978, specializing in life, disability income, and long-term care insurance planning. He is the group benefits administrator for several associations, including FPA and NAPFA. He helps financial advisers evaluate clients’ insurance plans to create competitive solutions. John is an FPA Strategic Partner, FPA Institutional Member, and NAPFA Resource Partner.
He has contributed to publications including AICPA Journal, Broker World, Consumer Reports, Financial Planning Magazine, Kiplinger’s, Medical Economics, Money Magazine, NAPFA Advisor, The Physicians Personal Advisory, Time Magazine. His lecture series includes: Recent Developments in the Disability Insurance Marketplace; LTC Insurance – Disability Insurance for Retirees; Life Insurance in the Estate Planning Process; Choosing the Right Life, Disability, or Long Term Care Insurance Policy for You Clients; The Ten Most Common Mistakes in Life, Disability, and LTCI Planning; How to Evaluate and Existing Cash Value Life Insurance Policy.