In this episode called “Servicing the Protection Need”, we discuss the critical importance of not only helping clients grow their assets, but also helping them protect their assets.
We talk with five subject matter experts on topics ranging from leveraging the middle-market dominance of banks for life sales, removing life sales obstacles, the single best way to jump-start life sales, and effective long term care discovery.
This episode is made possible by support from Westland Financial, and we would like to thank them for their partnership in producing this podcast.
Hosts:
Discussion Guests:
- Chuck Chillingworth – Westland Financial
- Darcy Kleman – Westland Financial
- Frank Rehhaut – Kinecta Credit Union
- David Simula – SAFE Credit Union
- Teo Trandafir – UW Credit Union
Sponsoring Partner:
Music Credits:
Band: A Rusty Something (Nick Simpson)
Song: Someone New