Thanks to larger amounts of investable assets and a variety of personal and professional needs, business owners are some of the most sought-after clients in financial services. In this episode, Brad Lawing of Prevail Innovative Wealth Strategies joins us to discuss how he prospects for business owner clients, how he retains them and the importance of working with their other professionals.

Thanks to larger amounts of investable assets and a variety of personal and professional needs, business owners are some of the most sought-after clients in financial services. In this episode, Brad Lawing of Prevail Innovative Wealth Strategies joins us to discuss how he prospects for business owner clients, how he retains them and the importance of working with their other professionals.

Thanks to larger amounts of investable assets and a variety of personal and professional needs, business owners are some of the most sought-after clients in financial services. In this episode, Brad Lawing of Prevail Innovative Wealth Strategies joins us to discuss how he prospects for business owner clients, how he retains them and the importance of working with their other professionals.

Episode 8: A how-to guide for working with business owners

The Momentum podcast brings you the news, sales ideas and perspectives you need to keep your business and your clients moving forward. Join us to learn about what’s going on at AuguStar Life, and let experienced professionals give you tips and ideas that will take your practice to the next level. FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Results may not be representative of the experience of other agents and are not a guarantee of success. Individual results will vary. The material discussed provides general information and should not be taken as specific legal or tax advice. Clients should seek the advice of a qualified tax or legal professional for their specific situation. Product, product features and rider availability vary by state. Issuer not licensed to conduct business in NY. Products are issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation, members of Constellation Insurance, Inc. family of companies, and issuers are expected to officially change to AuguStar Life Insurance Company and AuguStar Life Assurance Corporation, respectively, in the fourth quarter of 2023. © 2023 Constellation Insurance, Inc. | One Financial Way Cincinnati, Ohio 45242

Business

The Momentum podcast brings you the news, sales ideas and perspectives you need to keep your business and your clients moving forward. Join us to learn about what’s going on at AuguStar Life, and let experienced professionals give you tips and ideas that will take your practice to the next level.FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.Results may not be representative of the experience of other agents and are not a guarantee of success. Individual results will vary.The material discussed provides general information and should not be taken as specific legal or tax advice. Clients should seek the advice of a qualified tax or legal professional for their specific situation.Product, product features and rider availability vary by state. Issuer not licensed to conduct business in NY. Products are issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation, members of Constellation Insurance, Inc. family of companies, and issuers are expected to officially change to AuguStar Life Insurance Company and AuguStar Life Assurance Corporation, respectively, in the fourth quarter of 2023.© 2023 Constellation Insurance, Inc. | One Financial Way Cincinnati, Ohio 45242

The Momentum podcast brings you the news, sales ideas and perspectives you need to keep your business and your clients moving forward. Join us to learn about what’s going on at AuguStar Life, and let experienced professionals give you tips and ideas that will take your practice to the next level. FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Results may not be representative of the experience of other agents and are not a guarantee of success. Individual results will vary. The material discussed provides general information and should not be taken as specific legal or tax advice. Clients should seek the advice of a qualified tax or legal professional for their specific situation. Product, product features and rider availability vary by state. Issuer not licensed to conduct business in NY. Products are issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation, members of Constellation Insurance, Inc. family of companies, and issuers are expected to officially change to AuguStar Life Insurance Company and AuguStar Life Assurance Corporation, respectively, in the fourth quarter of 2023. © 2023 Constellation Insurance, Inc. | One Financial Way Cincinnati, Ohio 45242

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Episode 8: A how-to guide for working with business owners

Episode 8: A how-to guide for working with business owners