Mike Courtney, Steve Parisi

Financial Fridays with Mike Courtney & Steve Parisi

Business EN ↓ 75 Folgen

Listen as Mike Courtney (Brokerage Director with Mass Mutual) and Steve Parisi (President of IBC Global) talk about all things finance.

Autor

Mike Courtney, Steve Parisi

Kategorie

Business

Neueste Folge

21. Feb 2025

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Folgen

Financial Fridays #25: The 7702 Change - Discussing The Long-Term Effects 23.08.2021
Financial Fridays #24: Overcoming The Objection - Cash Value Life Insurance Is An Expense! 20.08.2021
Financial Fridays #23: Using Your Whole Life Insurance Policy As A Bank 16.08.2021
Financial Fridays #22: 7702 Changes - What's the Impact on Cash Value & Death Benefit? 13.08.2021
Financial Fridays #21: How To Recommend Insurance Companies To Clients 09.08.2021
Financial Fridays #20: Getting Your Business In Front Of People 06.08.2021
Financial Fridays #19: How Do Our Clients Use Their Whole Life Insurance Policies? 02.08.2021
Financial Fridays #18: Discussing The 7702 Tax Law Change 30.07.2021
Financial Fridays #17: How IBC Global Handles Customer & Ongoing Service 28.05.2021
Financial Fridays #16: MEC Limits and Testing - A Deep Dive Into Policy Design 24.05.2021
Financial Fridays #15: The Importance of Historical Performance 21.05.2021
Financial Fridays #14: Agent Training & What It Entails 17.05.2021
Financial Fridays #13: Focusing on Multiple Areas of Business: How? 07.05.2021
Financial Fridays #12: Dealing With Negative Beliefs Around Whole Life 03.05.2021
Financial Fridays #11: The Growth Mindset & Goals For 2021 30.04.2021

CONTACT MIKE OR STEVE: Mike Courtney: mcourtney@massmutualbrokerage.com Steve Parisi: steve.parisi@ibcglobalinc.com

Financial Fridays #10: Choosing Riders on Life Insurance Policies 26.04.2021

CONTACT MIKE OR STEVE: Mike Courtney: mcourtney@massmutualbrokerage.com Steve Parisi: steve.parisi@ibcglobalinc.com

Financial Fridays #8: What Is Financial Underwriting? 13.04.2021

CONTACT MIKE OR STEVE: Mike Courtney: mcourtney@massmutualbrokerage.com Steve Parisi: steve.parisi@ibcglobalinc.com

Financial Fridays #9: The Practicalities Of IULs 13.04.2021

CONTACT MIKE OR STEVE: Mike Courtney: mcourtney@massmutualbrokerage.com Steve Parisi: steve.parisi@ibcglobalinc.com

Financial Fridays #7: Whole Life, Term, IUL, Stocks: How To Decide 06.01.2021
Financial Fridays #6: Maintaining Client Relationships 06.01.2021
Financial Fridays #5: Policies in Today's Interest Rate Environment 21.08.2020

Mike and Steve chat about how to talk a client through the many variables of a whole life insurance policy. Other talking points: guarantees vs non-guarantees, the process for follow-ups and reviews, actual performance, and bringing on new agents.

Financial Fridays #4: Maintaining Business During Uncertain Times 10.07.2020

Mike and Steve chat about how IBC Global has not only sustained business during these unprecedented times, but have gained new business as well. Other talking points: imitating renowned companies, expanding the business, establishing different departments.

Financial Fridays #3: Client Stories 03.07.2020

Mike and Steve chat about how their actual clients have learned about and utilized their whole life policies.

Financial Fridays #2: Policy Design 26.06.2020

Mike and Steve chat about policy design, cash value, loans, and direct and non-direct recognition.

Financial Fridays #1: Introduction to CVLI 19.06.2020

Mike and Steve chat about what attracted them to the industry, the disconnect between individuals and life insurance, and how to educate others on the benefits of cash value life insurance.

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