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Episode 88: Virtual Planning Goes Permanent with David Wright

Episode 88: Virtual Planning Goes Permanent with David Wright

February 24, 2021 , , , , , No comments
David Wright

Yes, parts of the country are fortunately beginning to reopen for real life meetings. However, virtual planning will remain an important part of many successful agents’ practices. David Wright, Executive Director of Practice Development at M&O Marketing joins us today. He discusses how he has helped agents jump the virtual divide and how some will use what they learned to remain successful in 2021. Reach David at 248-784-1213 to get the complementary annuity review he mentions.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 88: Virtual Planning Goes Permanent with David Wright
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Episode 87: Turning Your Practice Into a Lamborghini With Derek Notman

Episode 87: Turning Your Practice Into a Lamborghini With Derek Notman

February 17, 2021 , , , , 4 comments
Derek Notman

Your practice can’t be defined by a zip code in today’s digital age. Derek Notman, founder of Intrepid Wealth Partners and Conneqtor talks to us today about how to build a niche that could open the door to a successful virtual planning business. Derek likens it to process of designing and building a Lamborghini. Every part of your practices needs to contribute to building a unique business in a very crowded market. For more information about Derek, go to: https://www.intrepidwealthpartners.com/.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 87: Turning Your Practice Into a Lamborghini With Derek Notman
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Episode 76: Making Sense Of Business News For Your Clients With Jane King

Episode 76: Making Sense Of Business News For Your Clients With Jane King

December 4, 2020 , , , , , No comments
Jane King

How do you connect the dots with election and the market for your clients who ask what’s coming next? Jane King, Founder and CEO of LilaMax Media LLC, a multi-platform provider of video content on consumer and business news give us great perspective and advice.

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Nassau Financial Group Logo
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 76: Making Sense Of Business News For Your Clients With Jane King
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Episode 56: Lessons In Virtual Advising From Canada With Marc Lamoureux

Episode 56: Lessons In Virtual Advising From Canada With Marc Lamoureux

July 24, 2020 , , , , No comments
Marc Lamoureux

Marc Lamoureux, CEO of Veriday, shares his perspective on the opportunities the pandemic has created for virtual advising. He has over thirty years of management and executive experience, growing multiple technology and consulting organizations. As the co-founder and CEO of Veriday, he has led the organization through two product launches and over ten years of progressive growth, including several landmark projects for Google. Prior to joining Veriday, he was Chief Operating Officer at ThinkWrap, and a senior executive at both AT&T IT Solutions and Montage-DMC.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 56: Lessons In Virtual Advising From Canada With Marc Lamoureux
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Episode 55: Change Is Not New In The Annuity Industry With Kerry Pechter

Episode 55: Change Is Not New In The Annuity Industry With Kerry Pechter

July 17, 2020 , , , , No comments
Kerry Pechter

Kerry Pechter, Editor of the Retirement Income Journal brings his unique perspective as journalist, author, industry executive, and entrepreneur to the microphone this week. Join us as we walk through the state-of-the-state of the industry and we learn that change we currently witness is nothing new for our business.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 55: Change Is Not New In The Annuity Industry With Kerry Pechter
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Episode 49: Life Happens – And Really Matters In 2020 With Faisa Stafford

Episode 49: Life Happens – And Really Matters In 2020 With Faisa Stafford

June 5, 2020 , , , , , No comments
Faisa Stafford

Faisa Stafford, President and CEO of Life Happens joins us today to discuss the rise in awareness of the need for insurance in 2020. She talks about the stories, outreach, and the future projects designed to motivate people to protect their families and their retirement.

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Nassau Financial Group Logo
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 49: Life Happens – And Really Matters In 2020 With Faisa Stafford
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Episode 42: Could Covid-19 Stress The Social Security System? With Mary Beth Franklin

Episode 42: Could Covid-19 Stress The Social Security System? With Mary Beth Franklin

April 16, 2020 , , , , No comments
Mary Beth Franklin

Mary Beth Franklin, Contributing Editor at InvestmentNews, former senior editor at Kiplinger’s Personal Finance magazine and public speaker on Social Security & Retirement; CFP joins us today to talk about Social Security. She shares some of her expert advice for advisors and their clients. And we talk about the potential impact of COVID-19 on Social Security. How will 20 million unemployed workers and senior taking early retirement stress the system?

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Nassau Financial Group Logo
Alex.fyi Logo

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 42: Could Covid-19 Stress The Social Security System? With Mary Beth Franklin
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