Category Archives: Special Guest
Women face unique challenges in the workplace which can translate to unique challenges in retirement planning. Paul Stang joins us for a third installment of the BREW covering some of the differences that matter when helping women plan for retirement. … Continue reading
When helping clients with their retirements plans there are multiple steps to consider. In this edition of the BREW, Paul Stang shares his insight regarding plan design. Want to learn more? We’re happy to make an introduction.
Part one of three: Choice of Plans Special Guest: Paul Stang
Tune in to hear from special guest Brian Ellerman from Principal about non-qualified deferred compensation plans. Bringing you a new out of the box idea from the BREW.
North American’s newest product, The Builder Plus, has officially arrived. We’ve already seen the illustrations and even placed a few cases prior to being able to schedule this special feature on the BREW. This could be a great opportunity for … Continue reading
The new tax laws have a lot of heads spinning. Eric Christoffersen gave us his perspective on what to expect will change under the new tax laws and how to make sure your clients are properly prepared.
What does it take to be a leader? COL David Teeples (USA RET) joins the BREW for a discussion on the elements of leadership. Whether you’re trying to find the talent in your team or embrace your own capabilities this … Continue reading
We all know healthcare costs keep going up. Additionally in retirement the costs of Medicare part B are inescapable. What can you do to help your clients plan ahead for these costs? Watch and learn about a unique product from … Continue reading