Mike Courtney, Steve Parisi

Financial Fridays with Mike Courtney & Steve Parisi

Business EN ↓ Odcinki: 75

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

Kategoria

Business

Ostatni odcinek

21 lut 2025

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Odcinki

Financial Fridays #25: The 7702 Change - Discussing The Long-Term Effects 23.08.2021 12:10

Financial Fridays #24: Overcoming The Objection - Cash Value Life Insurance Is An Expense! 20.08.2021 22:12

Financial Fridays #23: Using Your Whole Life Insurance Policy As A Bank 16.08.2021 20:06

Financial Fridays #22: 7702 Changes - What's the Impact on Cash Value & Death Benefit? 13.08.2021 26:01

Financial Fridays #21: How To Recommend Insurance Companies To Clients 09.08.2021 20:53

Financial Fridays #20: Getting Your Business In Front Of People 06.08.2021 20:53

Financial Fridays #19: How Do Our Clients Use Their Whole Life Insurance Policies? 02.08.2021 15:44

Financial Fridays #18: Discussing The 7702 Tax Law Change 30.07.2021 15:07

Financial Fridays #17: How IBC Global Handles Customer & Ongoing Service 28.05.2021 22:32

Financial Fridays #16: MEC Limits and Testing - A Deep Dive Into Policy Design 24.05.2021 16:29

Financial Fridays #15: The Importance of Historical Performance 21.05.2021 17:02

Financial Fridays #14: Agent Training & What It Entails 17.05.2021 18:48

Financial Fridays #13: Focusing on Multiple Areas of Business: How? 07.05.2021 10:24

Financial Fridays #12: Dealing With Negative Beliefs Around Whole Life 03.05.2021 17:46

Financial Fridays #11: The Growth Mindset & Goals For 2021 30.04.2021 19:40

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 13:58

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 14:14

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 20:25

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 19:03

Financial Fridays #6: Maintaining Client Relationships 06.01.2021 11:42

Financial Fridays #5: Policies in Today's Interest Rate Environment 21.08.2020 16:48

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 14:24

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 12:16

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 13:25

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 17:06

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.