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Nest Eggs Beware!
February 13, 2017If your clients and prospects still don’t grasp the emotional and financial toll chronic illness can take on their family and their funds, then share…
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Alternative Investment Options
February 6, 2017If you know anyone who is looking to diversify with Real Estate, then this is a great podcast to share! Ryan Parson, National Speaker on…
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Big Changes Coming 2017: The Pros & Cons
January 30, 2017Have you begun to communicate the impact of the DoL rules to your clients & prospects? Since it is a highly complex and political issue,…
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5 Financial Misconceptions
January 23, 2017Are your clients and prospects being misled by financial celebrities and bad one-size-fits-all advice? Are they getting emotional with their money and having a hard…
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10 Tax Tips for 2017
January 16, 2017Do you work closely with a CPA to provide thorough financial advice? Our host Jim interviews his CPA Neil Narveson to show your clients how…
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Because I Said I Would
January 2, 2017If you’re involved with MDRT or NAIFA, then you may have seen Alex Sheen speak on the main stage. Alex walked away from the security…
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Finding Happiness in a Negative World
December 26, 2016For a Holiday Treat, we invited Todd Patkin back, author of Finding Happiness: One Man’s Quest to Beat Depression and Anxiety and – Finally –…
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A New Look On Loans
December 19, 2016This week’s episode features yet another strategy for Whole Life to help you extend your reach and get more sales (or cross-sell if LI isn’t…
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Do You Have This Egg In Your Financial Basket?
December 12, 2016You already know how valuable Whole Life Insurance is, but have you considered positioning its cash value as a way to save for college? 40+…
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Do You Self-Sabotage?
November 28, 2016Since the holiday season can be stressful, we invited Mark Pruss to share some de-stressing techniques with us all. When he’s not training professional athletes…
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Can You Get Extended Care Without Burdening Loved Ones?
November 21, 2016What was once thought of as “nursing home insurance” is quickly becoming a much-needed planning tool that many aren’t aware of. Show your clients the…
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Saving and Spending: Secrets of Centenarians
November 14, 2016Newsflash for your clients: Centenarians don’t have some “long life” gene. In fact, most have a family history with shorter lifespans, so they did not…