PODCAST · business
Total Financial Podcast
by Total Financial
Total Financial is where independent agents call home. We are a family-owned business that truly cares about our extended family - our agents. We take pride in what we do for our agents and are constantly looking for fresh ways to provide them value. Today we offer the insurance producers a powerful package of skills and selections. For more information, visit our website TotalFinancial.com
Episodes
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Got 6 minutes? Learn how to close cases for year-end
In this episode, Scott Whitehead, Chief Marketing Officer at Total Financial, will layout three simple sales ideas to help you close more cases for the end of the year. These ideas will focus on instant decision opportunities and underwriting upgrades to take your cases from standard to preferred...
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Proposed Tax Law Changes: Understanding the Changes and the Opportunities
In this episode, Scott Whitehead and Bob Finnegan, Sr Vice President of Advanced Planning at Highland Capital Brokerage, discuss the proposed tax law changes, planning strategies, and opportunities to sell more life insurance. Along with the proposed tax changes we discuss 7 simple principals of...
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Life Settlements: The Best Prospecting Tool – Ever!
In this episode, Scott Whitehead hosts Seth Moses, Director of Alternative Distribution at Total Financial, and Brandon Marz, Chief Strategy Officer and Co-Founder of LifeRoc Capital in a conversation regarding why Life Settlements are the best prospecting tool in the marketplace today. We will...
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Longevity Planning – How long-term care plays a key role in your client’s financial future.
In this episode, Scott Whitehead and James Romero our Regional VP at Securian, discuss longevity planning and how long-term care plays a role in your client’s future. We will discuss the financial problems that longevity can play on future income and how to solve them with a long-term care...
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Decoding IUL – Current State, Understanding Multipliers and Case Design Tips
In this episode Scott Whitehead, our Chief Marketing Officer speaks with two top experts in the IUL marketplace. • Todd Petit, ASA, MAAA Assistant Vice President of Advanced Sales at Allianz Life • Scott Kellen, RICP, Divisional Vice President at Allianz Life We will be discussing the current…
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Building the Foundations of Premium Financing – Solving the Complexities
In this episode, Scott Whitehead and Michael Sapyta, Vice President of Advanced Planning at Highland Capital Brokerage, continue our discussion on Building the Foundations of Premium Financing. You will learn about managing risks, explaining arbitrage, how we manage jumbo retention cases, and how...
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ABOUT THIS SHOW
Total Financial is where independent agents call home. We are a family-owned business that truly cares about our extended family - our agents. We take pride in what we do for our agents and are constantly looking for fresh ways to provide them value. Today we offer the insurance producers a powerful package of skills and selections. For more information, visit our website TotalFinancial.com
HOSTED BY
Total Financial
CATEGORIES
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Frequently Asked Questions
How many episodes does Total Financial Podcast have?
Total Financial Podcast currently has 6 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Total Financial Podcast about?
Total Financial is where independent agents call home. We are a family-owned business that truly cares about our extended family - our agents. We take pride in what we do for our agents and are constantly looking for fresh ways to provide them value. Today we offer the insurance producers a...
How often does Total Financial Podcast release new episodes?
Total Financial Podcast has 6 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Total Financial Podcast?
You can listen to Total Financial Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Total Financial Podcast?
Total Financial Podcast is created and hosted by Total Financial.
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