The guys welcome back Tod Nasser, SVP of Investment Management for Pacific Life, to talk about the state of the economy and where we may be going with interest rates. The discussion includes a deep dive into a newest trend in the indexed universal life insurance marketplace – Volatility Controlled Indexes (VCIs).

As promised, the guys talk about the potential for tax reform in 2021 and how it will affect life insurance planning. The discussion touches on business taxes, personal income taxes and most importantly, why Bill's family won’t have to worry about he estate tax for the foreseeable future.

Goodbye 2020, hello 2021! Stephan and Bill unpack the mailbag to answer a few questions from listeners and give insight into the year ahead.

Bill had a chance to catch up with Daria Lee Sharman, AVP, Enterprise Insights Advisory, about the how producers can get a better understanding of their clients' needs through customer insights. Daria discusses the different needs associated with different types of customers and some tools available to help producers grow their business.

Bill determines that he is not a candidate for the finically independent - retire early consumer segment..

Virtual selling is here and it isn’t going away. How can you make connections with your clients in a virtual environment? Melanie Dumas, Pacific Life’s AVP of Life Insurance Division Training, joins the guys to share some tips and tricks that can help you make those connections and sales from anywhere.

The guys share their personal highlights from the 2020 Pacific Life Educational Symposium. Even though this year’s event was virtual, it was still an amazing meeting that highlighted; industry trends, Pacific Life Products and Services, and some best practices for financial professionals looking to grow their businesses.

Host Bill Bell interviews Dawn Trautman Behnke, Executive Vice President of Pacific Life’s Life Division, regarding 2020 challenges, planning for the future and a new recognition.

Gabby joins Stephan and Bill to share some tips and tricks to help build your social media profile.

Monica Rhee, senior consultant on the advanced designs team, joins Stephan and Bill to discuss business planning and comprehensive executive benefits strategies.

Special guest, Matt Veatch, from the KEAP team joins Stephan and Bill for an informative discussion on the new Key Executive Advantage Program (KEAP).