CLU Update 2024 Empowering Financial Solutions

Aware | Informed | Engaged

Amidst the ongoing economic challenges, both clients and advisors find themselves at a financial crossroads. With mounting debt, pending mortgage renewals, and the fear of outliving their resources, clients feel the squeeze. The demand for professional financial advice has never been greater. However, the value of advice is not always understood.

Some clients may consider turning to AI as a solution, but is it? Meanwhile, advisors are grappling with compliance requirements and carrier demands, precisely when clients need them the most. CLU Update 2024 will explore opportunities to balance practice demands and empower clients to make informed financial decisions in these turbulent times. While the content is technical, the style of learning allows advisors of any experience level.