George Castineiras, Principal at Brewer Lane Ventures, joins us to discuss product innovation, workplace marketing, and emerging businesses in the retirement market place. George shares his advice for agents who want to shift their practice to capitalize on new opportunities. George referenced the study on how public makes decisions to annuitize assets entitled The Personal Discount Rate: Evidence from Military Downsizing Programs by John T. Warner and Saul Fleeter.
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.
Leave a Reply