PartnersFinancial Podcast

Episode 45: Maximizing Your Finseca Enterprise Membership

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 when to expect them Discussed how to get help with your membership and ways to become more engaged with Finseca Find everything you need at the Finseca Learning Center

Episode 44: Leveraging Higher Interest Rates with Annuities

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 annuities into SPIAs to enhance estate planning • Letting the business owner use existing assets to attract and retain new employees

Episode 43: Mid-Year Washington Update

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 priorities for the fall session • Covered topics that you and your clients will be talking about this fall, including the possibility of tax legislation • Ran through the different political factors that will impact whether or not the TCJA of 2017 is allowed to sunset 12/31/25

Episode 42: Creating Effective Meetings with Professional Advisors

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 no-pressure buying atmosphere, including finding new clients to work with • Best practices for follow-up and setting the next meeting

Episode 41: Finding Value in Existing Insurance

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 life insurance other than just cash value or death benefit • Ways to use existing insurance to do future planning