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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.
Inglese
Stati Uniti
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ALTRI EPISODI IN QUESTO PODCAST
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.
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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.
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Equis Financial, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
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