Tax Advantage Strategies Using Annuities with Bill Bonk episode artwork

EPISODE · Nov 11, 2021 · 46 MIN

Tax Advantage Strategies Using Annuities with Bill Bonk

from Optimized Advisor Podcast · host Bill Bonk, Scott Heinila

Scott sat down with an Associate of his over on the East Coast. Bill Bonk, Owner/Regional Director of BBIM an Affiliate office of Producers Choice Network. Together they discuss how Bill discovered the world Annuities and becoming an expert wholesale consultant to Advisors within his community.  Scott and Bill also discuss a foundational sales idea of Producers Choice and how it’s still fully applicable, maybe even more so, today as it was 20 years ago.  Connect with Scott on LinkedInConnect with Bill on LinkedInFor more on The Optimized Advisor Podcast click here  For more on BBIM click hereFor more on Producers Choice Network click hereContact BBIM at (781) 538-5925Follow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] Optimized Insurance Planning

Episode metadata supplied by the publisher feed · Published Nov 11, 2021

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Scott sat down with an Associate of his over on the East Coast. Bill Bonk, Owner/Regional Director of BBIM an Affiliate office of Producers Choice Network. Together they discuss how Bill discovered the world Annuities and becoming an expert wholesale consultant to Advisors within his community. Scott and Bill also discuss a foundational sales idea of Producers Choice and how it’s still fully applicable, maybe even more so, today as it was 20 years ago.

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Tax Advantage Strategies Using Annuities with Bill Bonk

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