PartnersFinancial Podcast

Bill Bell from Pacific Life joins the podcast to talk about how to position position life insurance with your client’s attorney most efficiently.

Episode Take-aways:

• Strategies to position insurance that resonate with planning attorneys

• Tips for successful collaboration and common mistakes to avoid

• Ideas to share with planning attorneys for adding insurance into the overall estate plan

Guest:

Bill Bell, VP, Advanced Design and Illustration Development, Pacific Life

There has been a lot of buzz about the changes made to Section 7702 and the potential impact to whole life insurance. Jeff Driscoll joins us on the podcast today to talk about the current state of whole life insurance.

Episode Take-aways:

• Whole Life’s competitive positioning in 2022

• Best practices for comparing Whole Life policies

• Whole Life sales strategies, inclusive of premium financing

Join PartnersFinancial members Julian Movsesian, Michael Rothman, Abbe Large, and Jessica Jung for a discussion on premium financing where they share some success stories – two of which led to closing their largest cases to date!

Episode Take-aways:

• Best practices for selling premium financing in today’s remote world

• How premium financing will fare in a rising interest rate environment

• Success stories using IUL and WL

Guests:

Julian Movsesian, President & CEO, Succession Capital Alliance

Michael Rothman, EVP, Succession Capital Alliance

Abbe Large, SVP, Lenox Advisors

Join Mike James, Peter Chung and Kristin Bulat for a candid conversation about stand-out wins in 2021! They will also discuss the opportunities we are seeing for 2022.

Episode Take-aways:

• 2021 wins: membership resiliency, virtual meetings, carrier partnerships, Finseca Enterprise Membership etc.

• 2022 opportunities: in-person meetings, value proposition modernization, long-term incentives, evolution of the Finseca Enterprise membership, leveraging broader NFP capabilities and more!

Episode Take-aways: Join Jeff Ostrum, Zac Rose & Howard Sharfman as they discuss the strategies they use to set themselves and their sales teams up for success in the New Year!

• Leveraging 2021 metrics to improve in 2022

• Tips for reasonable goal setting and accountability that drive success

• Grow your practice and develop producers with client services

• Balancing being reactive and proactive to stay on track with business goals

Guests: Jeff Ostrum, Managing Principal, Financial Architects Partners, Zac Rose, Managing Principal, The Rose Group, Howard Sharfman, Managing Principal, NFP Insurance Solutions.

Episode Take-aways:

• Redefining Wellness: Ways to highlight your client’s wellness factors to enhance underwriting offers

• Positive impact of a focused cover letter on underwriting offers

• Underwriting success stories using PartnersFinancial QuickQuote tool on Blueprint

Guests: Jane Hall, VP, Chief Underwriter & Cindy Davis, AVP, Senior Underwriting Consultant, PartnersFinancial

Episode Take-aways:

• Washington state and the LTC landscape

• State and federal legislative changes that will impact the LTC market

• Successful LTC sales strategies & product updates

Guests: Tom Riekse, Managing Director and Steve Cain, Director, Sales & Business Development, LTCI Partners

Episode Take-aways:

• Current underwriting trends, including the shift toward Electronic Health Records (EHR) & concierge underwriting

• Correlation between higher minimum face amounts for informal applications and electronic/streamlined submissions

• Evolving underwriting requirements in the on-going COVID Era

Episode Take-aways:

• Why we seeing more carriers come out with PIAs now.

• How the AG 49 & AG 49A Rulings have contributed to the development of PIAs.

• Why PIAs are beneficial to clients, producers & carriers.

• What you need to know when selling IULs with PIAs.

Episode Take-aways:

• Bill shares his top 5 likely tax reforms we could see under the Biden Administration

• Considering those potential tax law changes, we discuss planning techniques that would work now and with those changes

• Bill reminds us of the benefits behind conservative and flexible planning

Please Note: This podcast was recorded before the release of the recent proposals and while the tax changes are in flux, the sales ideas discussed are still applicable.

Guest: Bill Bell, AVP, Advanced Designs and Illustration Development and Pacific Life Insurance Company