I got to spend some time digging into the Emeritus Wealth transition from Mass Mutual to the independent model with Mike Soroko and Zach Zenda.

For anyone at an insurance based broker dealer, this is a GREAT listen, as these guys shared:

• Initial resistance (and why)
• Considerations
• Challenges
• The transition itself
• The horizon

I hope you find this helpful.

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Thanks for listening!

Corey Walen, Managing Partner, Bridgemark Strategies

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