PartnersFinancial Podcast

Episode Take-aways:

• The history of QLS – what it is and isn’t.

• How premium financing and charitable planning compliment QLS.

• Which clients are the best fit for QLS?

Guest: Phil F. Spalding Jr., Partner & QLS Founder, Wealthpoint

Episode Take-aways:

• How Activ8 can “unstick” a stuck case by getting all family or business stakeholders to the table to talk about their collective goals for the planning process

• Activ8’s proven strategies for facilitating the discussion with stakeholders to bring a plan to fruition

• Best practices for using Activ8 to support the discussion with your clients

Guest: Jay Cavanagh, Managing Principal, KNW Group, LLC and Erik Gabrielson, Founder Activ8

Episode Take-aways:

• Why your clients and their advisors would want to engage a professional trustee to manage their life insurance trusts

• Ken’s experience with LitCo and how they can work with you and your clients to manage their ILITs

• The services that LitCo provides to clients with new and existing ILITs and how they complement your clients’ planning

Guests: Ken Samuelson, Managing Principal, The Morehead Group and Leon J Wessels, Life Insurance Trust Company

Episode Take-aways:

• Using your relationship with clients to help clients see that life insurance serves as a balance to their existing financial plan

• Helping clients articulate their goals and identify needs that life insurance can meet

• Ideas for integrating life insurance sales into the overall financial planning picture

Guest: John Freiburger, Managing Principal, Partners Wealth Management and Bob Peckham, AVP Business Development, PartnersFinancial

Episode Take aways:

• Army & Kristin discuss the timing of upcoming legislation, both the bi-partisan infrastructure bill and the tax reconciliation “soft infrastructure” bill

• What does the Green Book signal regarding tax law changes?

• Finseca is watching state law changes and introduction of best practice standards

Guest: Armstrong Robinson, Chief Advocacy Officer, Finseca

Episode Take aways:

• Carly discusses the increased focus on income taxes and how life insurance can help with income tax planning

• A review of the planning techniques that are resonating with clients today

• How John Hancock’s products are well suited to help with income tax planning

Our experts share their top four tips for protecting your business and discuss the staggering increase in cyber-attacks. We discuss the steps that NFP is taking to protect its member firms and employees. Then, we hear from a PartnersFinancial member on their first-hand experience with cyber security the value of having cyber liability insurance. You’ll learn about the cyber liability insurance programs that NFP offers and tips for what to look for in a cyber liability insurance policy.

Speakers:

Shelly Forman, Director of Accounting and Finance, Wealthpoint

Elissa Doroff, Managing Director Cyber Technical Leader, NFP

Mark Grosvenor, CTO NFP

Hosted By: Kristin Bulat, SVP Strategic Resources

Foreign national and international insurance often get confused, but they’re two distinct opportunities that the experts at PartnersFinancial and NFP can help you navigate. In this episode we discuss ways in which to find foreign national and international cases, provide insights into how to navigate the situation when your client isn’t a US resident, and share details and successes from closed cases.

Speakers:

Cindy Davis, AVP, Senior Underwriting Consultant

Matt Douglas, VP Business Development

Hosted by: Kristin Bulat, SVP Strategic Resources

This episode, we discuss the ways in which NFP continues to support its employees and member firms through the work-from-home environment created by the COVID-19 pandemic. You’ll learn helpful tips for all employers who are considering the next best steps for their businesses and employees as they transition back to a “new normal.”

Speakers:

Mary Steed, Chief People Officer NFP

Mike James, EVP, Head of Individual Solutions

Hosted by: Kristin Bulat, SVP Strategic Resources

Welcome to the PartnersFinancial podcast! In this first episode, we discuss must-know information about electronic health records, innovations in underwriting and the best ways to utilize those innovations to find efficiencies for you and your clients.

Speakers:

DuWayne Kilbo, SVP & Chief Underwriter Windsor

Jane Hall, VP & Chief Underwriter, PartnersFinancial

Hosted by: Kristin Bulat, SVP Strategic Resources