Podcast
Leaders / Advice / SubscribeWelcome to the PartnersFinancial podcast. A podcast designed for you with insights from fellow members, as well as NFP, an AON company, and PartnersFinancial experts.
Latest Episode
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October 18, 2023
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
NFP
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October 04, 2023
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
NFP
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September 21, 2023
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
NFP
1602898803
August 28, 2023
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
NFP
1598028699
August 21, 2023
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.
NFP
1582358023
August 03, 2023
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
NFP
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July 18, 2023
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
NFP
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June 29, 2023
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
NFP
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June 15, 2023
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
NFP
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June 06, 2023
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
NFP
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