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8:15

Life Insurance Strategies for Business Owners

9:09

Introduction Sandy Essex

4:02

A Tax Attorney Discusses the Versatility of LTCi

7:38

Introduction Dan Dahl

3:33

Introduction Andy Wayt

2:55

Study Group | Group Sales Process Overview

Study Group | Group Sales Process Overview

zhlédnutí: 4

Video

8:15

August 2022 LTCi Market Update

zhlédnutí 46Před 2 lety

August 2022 LTCi Market Update

Life Insurance Strategies for Business Owners

9:09

Life Insurance Strategies for Business Owners

zhlédnutí 131Před 3 lety

Dan Dilella is a football player turned finance pro in the life insurance space. We sat down and had a discussion about his experience in the life insurance industry, and how he helps business owners mitigate tax consequences through his knowledge and expertise.

4:02

Introduction Sandy Essex

zhlédnutí 47Před 3 lety

Introducing Sandy Essex

A Tax Attorney Discusses the Versatility of LTCi

7:38

A Tax Attorney Discusses the Versatility of LTCi

zhlédnutí 57Před 3 lety

Trey Fairman joins us for this episode. Trey is a tax attorney by training, turned Long Term Care Specialist. Trey discusses his career background with Marc, and shows us how his knowledge allowed him to be successful in sharing the importance of LTC planning with others. Trey explains how Long Term Care planning can greatly benefit business owners come tax time, and also discusses how LTC has ...

3:33

Introduction Dan Dahl

zhlédnutí 18Před 3 lety

Introducing Dan Dahl

2:55

Introduction Andy Wayt

zhlédnutí 42Před 3 lety

Introducing Andy Wayt

2:50

Introduction Chris Baso

zhlédnutí 43Před 3 lety

Introducing Chris Baso

5:14

CLTC and BuddyIns are Teaming Up

zhlédnutí 102Před 3 lety

We are announcing a new partnership with CLTC! Program director Amber Pate joins us for a discussion on what the CLTC program is all about. We are combining CLTC's elite education and our network and marketing technology to create a sales mentorship platform for graduates of the program. The goal is to provide even better support for LTC professionals, and in turn, their clients.

What's New with 529 Plans? The Benefits of Planning for Your Child's Education

6:21

What's New with 529 Plans? The Benefits of Planning for Your Child's Education

zhlédnutí 14Před 3 lety

Speaking with Alex Orlando, a full-service financial planner, about 529 plans and education savings vehicles. We talk about what's new with 529 plans, what they look like today, and the added benefits that the plans can bring you come tax time.

3:20

Introduction Kim Natovitz

zhlédnutí 51Před 3 lety

Introducing Kim Natovitz

4:16

Who Will Take Care of Me When I'm Old?

zhlédnutí 228Před 3 lety

I spoke with Joy Loverde, author of "The Complete Eldercare Planner" and "Who Will Take Care of Me When I'm Old?" Joy provides insights into how we can prepare for aging with dignity, and with a plan. Join us for our Webinar on 11/19/2020 When Joy will expand on the topics of planning for old age.

FPI How Reply.io Brings Email Marketing to the Next Level

6:07

FPI How Reply.io Brings Email Marketing to the Next Level

zhlédnutí 32Před 3 lety

Josh Melo from Reply.io's Success team joins us to discuss how the tool can bring a personal touch to mass Email marketing, and how it can provide insights for who's a good prospect.

How Short Term Rental Insurance Rises to the Challenge of the Airbnb Era

7:36

How Short Term Rental Insurance Rises to the Challenge of the Airbnb Era

zhlédnutí 95Před 3 lety

Airbnb allows travelers to immerse in more authentic experiences, while those willing to open their homes get a chance at some spare cash. These hospitable homeowners may not be as protected as they think, though. Join us for a discussion with Martin Burlingame on how short term rental insurance can meet this challenge head on.