“You Sell Air?” A kid’s perspective, and our solution
About this episode
Jake Mollman shares a story from his son that leads to a discussion on the value North American provides to financial professionals.
In our latest episode of Annuity Chat, Jake Mollman, Sales Vice President, shares a lighthearted story from his 9-year-old son that sparks a deeper conversation about the value North American delivers to financial professionals, including: Helping clients navigate taxes, expenses, and asset allocationExplaining the concept of Balanced AccumulationLeveraging FIAs to provide growth potential, protection, and stabilityUsing client-ready tools to share the story with ease
People in this episode
Guest: Jake Mollman
Topics covered
- financial professionals
- taxes
- asset allocation
- Balanced Accumulation
- FIAs
- client-ready tools
Mentioned in this episode
Organizations: North American Company for Life and Health Insurance
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