Servicing the Protection Need

21/07/2021 1h 11min Episodio 5
Servicing the Protection Need

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Episode Synopsis

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:Scott Stathis and Bob MittelDiscussion Guests:Chuck Chillingworth – Westland FinancialDarcy Kleman – Westland FinancialFrank Rehhaut – Kinecta Credit UnionDavid Simula – SAFE Credit UnionTeo Trandafir – UW Credit UnionSponsoring Partner:Westland FinancialMusic Credits:Band: A Rusty Something (Nick Simpson)Song: Someone New