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E50: Productizing Life Insurance with Jason Pratt from Life Solutions Group

by Sean Boyce

Jason Pratt from Life Solutions Group joins me to discuss life insurance productized services, how his revenue model for them works, and the living benefits these products have…

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Jason Pratt is an innovative leader with over 15 years of experience in Management, Operations, Marketing, Consulting and Talent Acquisition.
As President of the Life Solutions Group, Jason is responsible for the management of the firm’s carrier and strategic alliance partnerships and works closely with each one to ensure the best service and outcomes possible. Jason works closely with the firm’s team of professionals and helps to mentor and manage their practice.
Jason also runs his own Financial practice with a focus on Retirement Planning and Tax Advantage Strategies. Jason is a member of GAMA International and is a 2016 Frontline Leader Award winner and 2011, 2012, and 2013 GAMA Recruiting Specialist Award winner. Here are a few of the topics we’ll discuss on this episode of Product Launch:
  • The benefits of being a self-financed financial planning and business consulting firm.
  • The increasing popularity of Index Universal Life insurance policies.
  • How the revenue model for Jason’s productized services works.
  • The living benefits of having life insurance.
  • How life insurance can work as an alternative investment vehicle.
  • How organizations can use life insurance products to retain staff.
  • How Life Solutions Group is looking to expand over the next few years.
Resources:
Connecting with Jason Pratt:
Connecting with the host:

Quotables

  • 15:46 – “You have zero risk of losing your principal investment.”
  • 20:38 – “We never go to the table and sit down with anybody and have a preconceived notion of what we’re doing at all. It all starts with discovery and depending on what the clients looking to accomplish, we create the solution.”