Category: News Room

Deirdre Van Nest discusses her approach to helping financial professionals articulate their service offerings by making sure people “feel” their message. Listen to the interview on the Business Innovators Radio Networkhttps://businessinnovatorsradio.com/interview-with-deirdre-van-nest-creator-of-the-crazy-good-talks-blueprint-for-financial-professionals/  To thrive in today’s marketplace, Financial Advisors must learn how to capture attention and connect emotionally whenever and wherever they express themselves. Van Nest commented that “As a financial professional…

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Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy as it relates to leaving money to loved ones. During the interview, Mac discusses considerations for people who may have a child with mental/physical disabilities and the various types of trusts that should be looked into. Hanna explained, “I do not give tax, legal or investment…

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Rick Mosley, President of Black Pearl Insurance Solutions, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management During the interview, Rick discusses how a fixed annuity can help accumulate tax-deferred earnings as part of an overall retirement plan. Annuities offer the opportunity for lifetime payments and tax-deferred earnings and provide a guaranteed death benefit, and that…

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