Oct 15, 2018
INSURANCE PODCAST WITH MARY BETH FRANKLIN
Episode 14 - Welcome to another episode in the 2018 NAIFA Greater Washington Success Summit series.
Earlier this year we had the opportunity to create a podcast series for the 2018 NAIFA Greater Washington Success Summit. This is the 6th episode in the series where we are talking with the lunch keynote speaker, Mary Beth Franklin. She is a contributing editor at Investment news and specializes in topics on retirement income planning.
TOPICS WE DISCUSS IN THIS EPISODE
- Spousal survivor benefits for pre-retirement clients born before 1954
- Positioning yourself as an advisor and strategies for building trust
- Medicare - understanding how much you pay for medicare depends on your retirement income and the 5 income tiers
In this episode we take a little bit of a deep dive into a topic that I am passionate about which is more women in the industry. We discuss ideas on why the industry stats are so low and possible solutions for bringing more women into the industry. This is a similar conversation I touched on in episode #8 with Laura Biachini. We need more women in this industry.
INFORMATION FOR NAIFA GREATER WASHINGTON 2019 SUMMIT
Mark your calendar for the 2019 Summit on February 5th. For those of you new to the industry or considering a career in insurance, this is a great opportunity to learn from your peers. Here is the link for registration information and details on the event.
Just in case you aren’t familiar with NAIFA, it’s an association that focuses on insurance professionals and financial advisors, providing education, networking and ongoing support to members.
If you want to learn more about NAIFA, click here.
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ABOUT THE HOST
This episode of the Business of Insurance is hosted by Debbie DeChambeau, CIC, AAI, CPIA. Debbie is an insurance agent with an extensive business and marketing background. Her focus is helping insurance professionals be more successful. She is the co-author of Renewable Referrals and hosts two other podcasts Select Business Team and Divorce Exposed. Connect with Debbie on LinkedIn, Twitter or Instagram.
ABOUT OUR GUEST – MARY BETH FRANKLIN
Mary Beth is a contributing editor at InvestmentNews, a former senior editor at Kiplinger’s Personal Finance magazine and speaks on Social Security & Retirement. She writes regularly about the latest research and thought leadership o n retirement income planning. Connect with her on: