How Top Advisors Sell Liquidity: Modern Lessons from Keith Wagner

Watch a recording of our live-streamed conversation with Keith Wagner as he discusses how he positions liquidity at the point of sale, why immediate access to cash value is central to modern policy design, and how simplifying this conversation leads to larger policies, deeper client trust, and stronger long-term relationships.

Designed for financial advisors who want to modernize their practice without abandoning proven strategy, this session delivers practical insight from one of the most accomplished leaders in industry history.

Key Topics Include:

• How to position liquidity as a core part of your life insurance story, not an afterthought

• Why showing access to cash value at the point of sale increases client confidence and policy size

• How modern client expectations are reshaping the way advisors explain whole life value

• Practical ways to help clients understand and use their policies while they’re alive

• Lessons from 35 years at the top of the profession on adapting without losing fundamentals