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Welcome 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
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