All Episodes
Episodes
The Complete Advisor Program
In this podcast, Forrest Rockefeller and Clara Morgan discuss Alvaro Castellanos's book, Beyond the Tax Return, where Castellanos argues that the traditional tax preparation industry is facing a crisis due to...
View Episode
Life Insurance: Guide to Risk Management.
This episode analyze permanent life insurance as a sophisticated financial tool that balances risk management with wealth accumulation.
Through features like cash value, policyholders can access tax-deferred savings...
View Episode
Preferred Associates
Â
PRINSUCO facilitates the transition from a "Deterministic" product-focused model to relationship-based selling by positioning the agent as a "Strategic Partner"Â Â . They help agents make this transition through...
View Episode
Premier Vendor List Program
The episode outlines Premier's Vendor Lead Program, a strategic guide for insurance agents and other professionals on acquiring high-quality leads. It emphasizes moving beyond simply obtaining contact information...
View Episode
48 Closing Strategies for Insurance Agents
This e-book, "48 Sales Closing Strategies," offers insurance agents 48 techniques to improve sales. Each strategy is explained with details, methods, and practical examples, emphasizing a non-aggressive approach. The...
View Episode