200 Series - Wholesaler Masterminds®

The Convergence of Health Care and Financial Planning with Peter Stahl

The topic of Social Security distribution planning has been a hot topic for advisors and wholesalers alike.

But what about the intricacies of retirement health care costs and the impact on sound financial planning?

One of the top three areas of improvement we consistently hear wholesalers need is productivity/time management.

Which would help to explain why Laura Stack has been visiting with us at Wholesaler Masterminds® periodically for the last six years!

That little voice.

It nags all of us from time to time.

It could be the voice uncertainty, anxiety, or fear – but it’s a voice that impedes our full success.

In a time of great industry change, B.O.L.D. wholesalers and their leaders will excel.

Think about the last five trinket/gift items you gave advisors.

The faux high-end pen?

A Starbucks coffee card?

Or the always popular Omaha Steaks?