אודות פרק זה
In this episode, Bill Martin 2.0 and Pete Lee explore the extensive resources and tools offered by National Life to help financial professionals develop and strengthen their client relationships, especially with CPAs and small business owners. They discuss strategies for leveraging these resources to grow your practice and serve clients more effectively.
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חפש פרקים קודמים של Equis Financial's Podcast Network.
פרקים אחרים בפודקאסט הזה
In this episode, Pete and Bill explore the current interest rate environment and its impact on annuity products, focusing on multi-year guarantee annuities (MIGAs) and fixed indexed annuities. They discuss how agents can leverage these products to enhance client portfolios amid changing market con…
Elizabeth made a few key decisions that completely changed the trajectory of her business. Today, her growth continues to accelerate, with more than $72,000 paid in the last 90 days alone! Hear the lessons, habits, and breakthroughs that fueled her success and continue to drive her business forwa…
In this episode, Pete and Bill discuss the evolution of annuity suitability, common pitfalls, and best practices to ensure compliance and client satisfaction. They share insights on carrier rules, asset assessment, and how to avoid costly declines and chargebacks.
This week on Retirement Solutions Roundtable, Bill Martin 2.0 sits down with Medicare Division Director Ivy Wilson and Bob Mueller, District Sales Manager and National Training Coordinator for American Senior Benefits, to discuss what agents need to know heading into the upcoming AEP season.
From…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Equis Financial, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.
