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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
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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