Melissa Bova, VP State Affairs at Finseca closes our long-term care series with a discussion of where states are on their mandatory LTC insurance journey. • Reviews existing laws and outlines those states that have proposals • Discusses the d

Episode 49: Selling Nationwide’s LTC Offerings Continuing the LTC Series,

Oct 4th, 2023 24m 25s

I’m joined by members of Nationwide’s LTC team including: Tony Massenelli, Director of LTC Sales, Kyle Chontos, Regional CareMatters Wholesaler (East); and Ian Brim, Adv. Case Design & Competitive Intelligence Specialist (Producer Group Team) t

Episode 48: Selling LTC to HNW - PART TWO

Sep 21st, 2023 20m 13s

In this conclusion of the two-part series, several PartnersFinancial principals join the podcast to talk about long term care insurance. These special guests include: Ben Kronish, Kronish Associates, Joe Donovan, Bay Financial, Jonathon Geer, G

Episode 47: Selling LTC to HNW - PART ONE

Aug 28th, 2023 16m 52s

In a new two-part series, several PartnersFinancial principals join the podcast to talk about long term care insurance. These special guests include: Ben Kronish, Kronish Associates, Joe Donovan, Bay Financial, Jonathon Geer, Geer Financial Ser

Episode 46: PFCF Charitable Grants

Aug 21st, 2023 10m 43s

Jayson Samuels, of the PartnersFinancial Charitable Foundation and Will Platt, Managing Partner, Momentum Advisors join the podcast to talk about their involvement with the PF Charitable Foundation, including: • The success of the fundraiser h

Episode 45: Maximizing Your Finseca Enterprise Membership

Aug 3rd, 2023 12m 50s

Megan Bronner, VP of Member Benefits at Finseca joined today’s podcast to talk about how to maximize your Finseca enterprise membership: Highlighted the 4 main areas of engagement with Finseca Ran through the major Finseca communications and wh

Episode 44: Leveraging Higher Interest Rates with Annuities

Jul 18th, 2023 16m 48s

Sohil Patel, RVP with Nationwide, has join the podcast to talk about the asset class that’s preforming well in a higher interest rate environment: • Comparing SPIAs and Premium Deposit Funds and discussing which to choose • Changing deferred

Episode 43: Mid-Year Washington Update

Jun 29th, 2023 22m 17s

Army Robinson, Chief Advocacy Officer, Finseca and Jen Fox, VP Political Affairs, Finseca came by the podcast to give us a mid-year Washington Update: • Discussed what Congress is focusing on prior to their summer recess and Congress’s priorit

Episode 42: Creating Effective Meetings with Professional Advisors

Jun 15th, 2023 14m 10s

Ryan Barradas, Managing Partner WealthPoint, joins the podcast to talk about how he and his team create effective meetings with professional advisors: • Setting the stage and creating an agenda meeting with professional advisors • Creating a

Episode 41: Finding Value in Existing Insurance

Jun 6th, 2023 20m 11s

Jon Mendelsohn, CEO the Ashar Group, and Jamie Mendelsohn, EVP the Ashar Group, are sharing ways to help find value in existing life insurance: • How to help policy owners weather challenging economic environments • Identifying value in the l

Episode 40: Using the Tax Mulligan

May 31st, 2023 13m 13s

Keeping with our discussion of cash balance plans, David Rosuck, RVP in Chicago for Pacific Life, brings the carrier’s point of view to using these plans for client. David covers: • The way to use a cash balance plan as a “tax mulligan” givi

Episode 39: Charitable Planning and Insurable Interest

May 23rd, 2023 17m 5s

Warren McGuire, Managing Director of NFP Insurance Solutions, joins the podcast to talk about some interesting planning they did for clients that didn’t have an obvious insurance need: • How to help the client understand that insurance can be

Episode 38: Using Cash Balance Plans to Super-charge Your Year

May 8th, 2023 20m 3s

Justin Lee, President of JM Financial, joins the podcast to talk about using cash balance plans to super charge your business. Justin talks about: • Why you should talk to your clients about cash balance plans • Refreshes us on what a cash ba

Episode 37: Underwriting Innovations

Mar 15th, 2023 16m 51s

Jane Dwyer and Cindy Davis are back on the pod! This time to talk to us about the trends and innovations in underwriting we’re seeing this year. We discuss: • Adoption of electronic medical records and new sources for the carriers to check m

Episode 36: Heart Disease: Risks, Prevention and Underwriting

Feb 22nd, 2023 18m 23s

In honor of National Heart Health Month, our very own Jane Dwyer and Cindy Davis have joined forces with NFP’s Medical Director, Dr. Charlotte Lee to talk about: • Risk factors and interventions in Women’s Heart Health • Preventative steps

Episode 35: Product Trends and Innovation

Jan 30th, 2023 18m 37s

: Life insurance carriers are always innovating their product portfolios. Marc Schwartz and Jeff Driscoll join the podcast to discuss the product trends they’re seeing so far for 2023. Marc and Jeff talk through: • VIUL v. IUL products and wh

Episode 34: 2023 Legislative Landscape

Jan 18th, 2023 23m 3s

The House Speaker’s Race and what it might mean for legislating in 2023 Legislative priorities in 2023 and how to prepare for the TCJA sunset in 2025 Highlights of Secure 2.0 and if there will be a Secure 3.0Guests:Army Robinson, Chief

Episode 33: Legal Updates Impacting our Industry

Oct 25th, 2022 28m 12s

Tim McFarland, VP Advanced Sales at PartnersFinancial, joins the podcast with a look at the cases that have been decided in 2022. Tim runs through cases centering on business planning, estate, and retirement planning, giving us insight into why

Episode 32: Learnings from Levine

Oct 12th, 2022 22m 36s

Shane Swanson, drafting attorney for the Levine Case and PartnersFinancial member Jason Prather join the podcast to talk about: • How the Levine Case came about and what made it the perfect fit for intergenerational split dollar • The consi

Episode 31: Hope Trust – Your Platform for Special Needs Planning

Sep 30th, 2022 16m 7s

Josh Fishkind, CEO of Hope Trust, a PartnersFinancial member firm and platform solution for special needs planning joins the podcast today. We discuss the importance of special needs planning and the resources that Hope Trust provides to adviso

Episode 30: Member-to-Member Case Discussions

Sep 9th, 2022 16m 3s

Thank you to our members for your time and insights shared on our Member-to-Member Case Discussions series! Stay tuned for the kickoff of our next Podcast series soon! Part 1: Frank Cochran, Veracor, shares a story about the power of policy re

Episode 29: Member-to-Member Case Discussions

Aug 24th, 2022 14m 13s

Thank you to our members for your time and insights on these podcast episodes! Part 1: Jay Cavanagh, NFP Minnesota, discusses a Survivor Lifetime Access Trust (SLAT) that was meant to hold premium financed life insurance. Jay talks about: •

Episode 28: Member-to-Member Case Discussions

Jul 28th, 2022 23m 36s

Part 1: Tim Crowley, President of Focus 10 Life, talks through a success story involving a medical practice and the Focus 10 product. Tim runs through: • The benefits of the Focus 10 product and how to design it• How to increase the group of

Episode 27: Member-to-Member Case Discussions

Jul 12th, 2022 20m

Thank you to our members for thier time and insights on this podcast episode!Part 1: Ryan Barradas, Managing Partner, WealthPoint,discusses the QLS strategy: · An interesting spin on the QLS strategy that allows clients to convert the qu

Episode 26: Member-to-Member Case Discussions

Jun 23rd, 2022 27m 3s

We are excited to kick off our Member-to-Member case discussion series with the below members. Thank you for your time and insights! Part 1: Matt Carbray, Managing Principal, Ridgeline Financial Partners, kicks off our member-to-member case di