Recent studies by industry groups such as FINRA and the Global Financial Literacy Excellence Center show that only 57% of American adults are financially literate. If viewed in isolation, younger cohorts like Gen Z and Millennials fare even worse at ~40%. With the lack of early financial education, financial professionals are receiving training and developing financial expertise later in their careers as well.
Join us for a moderated discussion with Tony Steuer, CLU, LA, CPFFE, an internationally recognized financial preparedness advocate, award winning author, top ranked podcaster and speaker who is changing the way we think about money. An expert in financial literacy for almost 40 years, Tony’s publications are used in college courses, financial planning certification courses, insurance agency training and financial firm resource libraries.
During this session you will learn about:
- Why increasing financial literacy of both advisors and clients leads to greater success and satisfaction
- The importance of understanding how life insurance policies work and best practices on applying standards of care
- Key resources available to financial professionals and individuals to increase financial literacy
Click below to download a complimentary copy of Tony’s e-book, Questions and Answers on Life Insurance: The Life Insurance Toolbook
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