PartnersFinancial Podcast

Episode 50: State-wide LTC Legislative Landscape (October 19)

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 differences and similarities between Washington State and ther other states proposing legislation • Provides context for likelihood of passage • Lists other state-based legislation that our industry needs to be watching

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

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) to discuss: • Nationwide’s long-term care insurance options and the market share that each has within Nationwide; • Ways in which to position the hybrid product and the LTC rider; and • Where these different products are gaining traction

Episode 48: Selling LTC to HNW - PART TWO

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, Geer Financial Services, Marty Nanne, NFP Minnesota, and Ryan Barradas, WealthPoint. In an occasionally feisty round-table discussion they cover: • Why they sell (or don’t sell) LTC insurance; • The ways in which their target LTC client has changed; • How they talk to clients about LTC; and • Which products seem to resonate with clients and why

Episode 47: Selling LTC to HNW - PART ONE

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 Services, Marty Nanne, NFP Minnesota, and Ryan Barradas, WealthPoint. In an occasionally feisty round-table discussion they cover: • Why they sell (or don’t sell) LTC insurance; • The ways in which their target LTC client has changed; • How they talk to clients about LTC; and • Which products seem to resonate with clients and why

Episode 46: PFCF Charitable Grants

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 held during the March Idea Forum; • The ways in which to solicit a grant from the PFCF for other charities; • The positive impact those grants have had on the recipients.