Momentum

Momentum

By AuguStar FinancialBusiness
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Momentum episodes

  • Episode 19: New sales ideas to drive your business further
    With new products come new opportunities, and Ohio National’s whole life product changes have opened the door to new sales possibilities for you and new options for your clients. In this episode, John Grevas and Karl Kreunen go over new sales ideas you can use with clients that work with Ohio National’s new whole life products.
    20 min
  • Episode 18: Whole life product suite changes
    On January 1, 2022, Ohio National introduced new versions of our Prestige Whole Life products. In this episode, John Grevas and Karl Kreunen go over what’s changed, why we made the changes we did and what you and your clients can expect from our new products.
    18 min
  • Episode 17: Expert advice- Using all the tools at your disposal
    With the wide array of financial products available, it can be difficult to understand the intricacies of each. Having experts on your side to help understand which product is best for each financial need can be crucial for helping you make the best recommendations to your clients.

    This episode features Ohio National’s internal experts Shannon Luckey and Will Vollmer walking you through the services we offer, from sales ideas to advanced case designs, to help you understand our products and how they can take your business to the next level.
    24 min
  • Episode 16: Talking Term – Versatility and product updates
    Term might be the simplest product in the life insurance catalog, but that doesn’t mean the right product can’t add versatility to a client’s financial plans or meet important needs.

    In this episode, John Grevas and Brittany Bell discuss Ohio National’s term products, what they offer, and the latest updates that make our Term portfolio more competitive than ever.
    19 min
  • Episode 15: Life Insurance Awareness Month 2021
    It’s no secret that Americans don’t have the life insurance coverage they need. In fact, according to LIMRA’s 2021 Life Insurance Barometer study, 102 million Americans either don’t have life insurance or believe they don’t have the coverage they need. Help close the gap by joining John Grevas and Karl Kreunen for a discussion about what Life Insurance Awareness Month and why it’s so important. This episode features tips and resources to help you reach prospective clients and overcome the obstacles that leave so many without the protection and other benefits life insurance can offer.
    17 min
  • Episode 14: Doing well by doing good - Building a practice by working with underserved communities
    Within financial services, minority populations are often overlooked. But with a total buying power of about $4 trillion, making the effort to understand and reach out to these communities can be lucrative and help bolster a financial professional’s practice.

    In this episode, Carlos Vides from Prevail Wealth Innovative Strategies and James Cowan, Ohio National’s Diversity, Equity and Inclusion Strategy Lead, offer practical tips to help financial professionals start conversations and build relationships with underserved communities, including information about how Ohio National helps support these efforts.
    42 min
  • Episode 13: Reconsidering UL & IUL - A conversation for whole life enthusiasts
    Within the life insurance industry, many whole life devotees have a bias against universal life (UL) and indexed universal life (IUL) products, rarely recommending them to clients.

    But doing so rules out many cases where a low-cost, properly funded UL or IUL policy could be a great fit for a client need. Join John Grevas and Karl Kreunen for a discussion about reconsidering UL and IUL, and the needs it can fill as well as if not better than a whole life product.
    19 min
  • Episode 12: ON CUE: All about our new permanent fluidless underwriting program
    In this special episode, join Karl Kreunen as he interviews our Chief Underwriter Ray Spears, and learns all about Ohio National’s Customer Underwriting Experience, our new permanent, fluidless underwriting program. We’ll discuss not just its origins, but the differences from the temporary version, and why you and many of your clients are expected to have a faster, smoother experience.
    14 min
  • Episode 11: Which Index When? A guide to the ONdex annuity’s allocation options
    Every fixed indexed annuity (FIA) product offers allocation options that are tied to different indices and perform differently depending on market conditions. Understanding each option is crucial to helping clients develop an allocation strategy that will meet their retirement goals.

    In this episode, John Grevas and Ohio National’s Vice President of Annuity Product Management, Tom DeGaetano, dive into the strengths and weaknesses of the ONdex FIAs’ allocation options, helping you understand which option to use when.
    22 min

About Momentum

From the publisher's feed

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…