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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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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
1552964860
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
1540952176
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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