NAIFA Advisor Today

NOVEMBER 22, 2022

On November 29, Ohio National Vice President of Product Marketing Karl Kreunen will present "Skate Where the Puck is Heading: Indexed Whole Life as Your Product of Choice.". In the webinar, Kreunen will showcase Ohio National’s new Prestige 10 Pay Indexed Whole Life policy and discuss why it makes sense today and in the future.

Sales 52

Sales Marketing Marketing Insurance 52

Sara Grillo

JUNE 12, 2023

Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. I am a CFA® charterholder and I used to be a financial advisor. There is an admin charge of about $49k. That’s what people think they grasp.

Insurance 59

Insurance Clients Financial Advisor Math 59

Sara Grillo

MAY 23, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Find out by listening to the show.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52