In the last Transamerica’s annual Sales Summit meeting Mary Oliva was featured in a documentary style video shared with other life insurance professionals in attendance. The work was created by Transamerica to provide other life insurance sales individuals insights on how someone successful in working with ultra-high-net-worth approaches the opportunity.
In the video she describes: why and how she started International Wealth Protection, her team model approach, her personal experience in working with ultra-high-net-worth global citizens and how life insurance can be an effective solution to their wealth management risk needs, successes and challenges in this arena, as well as how she trains and mentors staff to also serve the needs of International Wealth Protection’s client base.