Insights with Vision

Podcast Episode 145: Missing Opportunities Using Tax-Free Exchanges IRC 1035 allows you to exchange certain types of life insurance and annuities for other policies. Which ones can be exchanged, and to what alternatives? That’s an often overlooked part of planning, even for many veteran producers. Start the week off right with Insights from Vision. Check… Read more

Podcast Episode 144: Are You Thinking What They’re Thinking Start the week off right with Insights from Vision. Check for new episodes on Mondays. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For… Read more

Podcast Episode 143: Getting to the Top of Your Game In this installment of the Vision Success Academy, we will cover the 12 Success Principles practiced by the Top 5% of Financial Professionals in our industry. This is what helped them get to the TOP of their game, and stay there, and how YOU can… Read more

Podcast Episode 142: Why Customers Are Disappearing Start the week off right with Insights from Vision. Check for new episodes on Mondays. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For licensed financial… Read more

Podcast Episode 141: Turn 120 Paperclips into $5 Million Start the week off right with Insights from Vision. Check for new episodes on Mondays. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For… Read more

Podcast Episode 140: Send Your Kids to College For FREE Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well.… Read more

Podcast Episode 139: Create Your Expert Book Without Writing a Word Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as… Read more

Podcast Episode 138: Persuasive Marketing 101 Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For licensed financial professionals… Read more

Podcast Episode 137: Make More Money Every Time You Speak Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well.… Read more

Podcast Episode 136: Selling Secrets #40, Riches Are in the Niches Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as… Read more