Momentum

Momentum

By AuguStar FinancialBusiness
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Momentum episodes

  • Episode 9: 2020's best sales ideas
    2020 was an unprecedented year of upheaval in our personal and professional lives. But amidst regulatory and social change, new financial planning opportunities also emerged.

    Jenna Washatka joins the show in this episode to discuss the best sales ideas that real financial professionals used after consulting with Ohio National’s Advanced Planning team and how they were able to not only better position their clients’ financial plans, but also deepen client relationships.

    To learn more, contact the Advanced Planning team at 877.665.2468 or [email protected]. Their webinar about 2020’s best sales ideas is also available on ON-Net at http://ohionational.eduops.com/pub/id/28252.
    22 min
  • Episode 8: A how-to guide for working with business owners
    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.
    18 min
  • Episode 7: What ever happened to IUL’s downside protection?
    We’ve all heard the refrain when it comes to Indexed Universal Life (IUL) products: Upside potential with downside protection. But as the market grew, new features focused on the upside potential eroded the other half of the product's traditional value proposition.

    In this episode, John Grevas and Rebecca Walser of Walser Wealth discuss how buying higher return potential can diminish not just protection, but also performance, and how regulatory changes may impact the way IUL products are illustrated and sold.
    30 min
  • Episode 6: Digital marketing – Doing business in the pandemic
    2020 has forced us to find new ways of doing business, and the financial services industry is no exception. With face-to-face interactions the preferred – and potentially most effective – way to work with clients for many of us, how do we continue working remotely, providing clients the protection and products they need?

    In this episode, financial professionals Bryan Bloom and Caleb Guilliams discuss the strategies that have helped them find success and offer tips that can help agents work more efficiently not only during the pandemic, but also be implemented once our working lives go back to something closer to normal.
    22 min
  • Episode 5: Stretch IRAs are dead. What now?
    With the SECURE Act making Stretch IRAs a thing of the past, what options do clients have left? Join David Szeremet from Ohio National’s Advanced Planning Team for a discussion of options clients can use with their trusts, adding flexibility, protection and cash value access for themselves and their beneficiaries.

    Read more about it at http://bit.ly/RIPStretch
    22 min
  • Episode 4: Encouraging the long view
    When markets start to fluctuate, it’s a given that investors will be bombarded with alarming headlines. Panic is often the reaction, with investors abandoning carefully-developed portfolios and investment plans and fleeing to the safety of cash or fixed investments.

    In this episode, we discuss how financial professionals can encourage clients to weather the storm, stay invested when volatility rears up and stay dedicated to their long-term plans.

    Read our white paper about this at http://bit.ly/SmoothingVolatility
    21 min
  • Episode 3: Thinking small - Opening doors with Guaranteed Standard Issue DI
    In a special disability income (DI) insurance takeover episode, David Berman and Adam Mahnen discuss Guaranteed Standard Issue DI opportunities you may be overlooking. Learn more about how this group offering opens doors with small business owners not only for DI sales, but also offers cross-selling opportunities and an annual stream of recurring revenue.
    21 min
  • Episode 2: How to measure (and not measure) whole life efficiency
    It’s not too difficult to measure a whole life insurance policy’s efficiency at purchasing death benefit, but things get more complicated when trying to determine its effectiveness at accumulating and distributing cash value.

    In our latest episode, we discuss whether commonly used measures, like a policy’s internal rate of return on cash value or an insurance company’s current Dividend Interest Rate, are appropriate, or whether there’s a better way to evaluate policies.

    Read our white paper about measuring whole life efficiency: http://bit.ly/WholeLifeEfficiency
    25 min
  • Episode 1: New opportunities
    In the debut episode of Momentum, we discuss the new cash value and death benefit accumulation opportunities available on Ohio National’s limited pay whole life products, the ONdex fixed indexed annuities’ (FIA) new allocation option and why there’s never a bad time for clients to buy the protection of permanent life insurance.

    Learn more about the new FIA allocation option: http://bit.ly/HigherCap
    27 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…