Getting Started with Portfolio Optimization
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Getting Started with Portfolio Optimization
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Join Jeff Cait, MBA, CFP, CLU, CH.F.C., TEP, as he explores the Diversified Portfolio Approach (DPA™) for life insurance. With decades of experience, Jeff explains why optimization and diversification are crucial for today’s clients. He challenges the traditional product-first sales tactics and promotes a scientific, client-first approach. From guaranteed vs. non-guaranteed policies to product allocation strategies, Jeff provides the tools advisors need to shift from “trust me” to data-driven in
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Join Jeff Cait, MBA, CFP, CLU, CH.F.C., TEP, as he explores the Diversified Portfolio Approach (DPA™) for life insurance. With decades of experience, Jeff explains why optimization and diversification are crucial for today’s clients. He challenges the traditional product-first sales tactics and promotes a scientific, client-first approach. From guaranteed vs. non-guaranteed policies to product allocation strategies, Jeff provides the tools advisors need to shift from “trust me” to data-driven in
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