In this video webcast series we will discuss the importance of Life Events and their impact on one’s financial journey.
As we are all aware, “COVID-19” has forever changed how banks, financial services, and insurance companies will conduct business. However, the fact still remains that almost 60% of the US population lives paycheck to paycheck, doesn’t have enough in savings to last 3 months, and can’t afford an unexpected bill of more than $400. While the other 40% who are well on their way to retirement they are now more concerned about their nest egg, their estate plans, and do they have enough money to survive a long-term or a critical life event.
Therefore, we will be interviewing some of today's best-known FinTech Companies, Industry Consultants, Practitioners, and Service Providers to get their view on Life Events. and if they are using them to help companies; Differentiate their products and services, add to their Value Proposition, and/or operate within a Fiduciary, Suitability, and Best Interest environment.