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Equis Financial

Sep 16, 2026 LATEST EPISODE
weekdays NEW EPISODES
33m AVG DURATION
354 EPISODES

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Latest episodes from Equis Financial's Podcast Network

Retirement Solutions Roundtable | Annuity Suitability

Play Episode Listen Later Sep 16, 2026 41:20

In this episode, Pete and Bill discuss the evolution of annuity suitability, common pitfalls, and best practices to ensure compliance and client satisfaction. They share insights on carrier rules, asset assessment, and how to avoid costly declines and chargebacks.

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Producers' Playbook | Bill Martin OG | Simplify, Connect, Close: A Better Approach to Insurance Sales

Play Episode Listen Later Sep 11, 2026 27:16

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Retirement Solutions Roundtable | Adam Parsells | Allianz

Play Episode Listen Later Sep 9, 2026 53:55

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Producers' Playbook - Christian Pounder

Play Episode Listen Later Sep 4, 2026 29:01

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Retirement Solutions Roundtable | How Tracie Hulbert Is Creating Lasting Change Through Financial Education

Play Episode Listen Later Sep 2, 2026 41:34

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Producers' Playbook | Deanna Cooper, Nicole Hansen, Ashlee Hansen

Play Episode Listen Later Aug 28, 2026 27:46

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Allianz Annuity Product Lineup Now Available | Retirement Solutions Roundtable

Play Episode Listen Later Aug 26, 2026 59:21

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Producers' Playbook | Guillermo Marino Pt 2 | How To Build a Successful Business Through Referrals

Play Episode Listen Later Aug 14, 2026 28:02

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Retirement Solutions Roundtable | Del Smutherman

Play Episode Listen Later Aug 12, 2026 42:43

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Producers' Playbook | Learn How To Ask The Right Questions

Play Episode Listen Later Aug 7, 2026 36:23

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Producers' Playbook | Guillermo Marino

Play Episode Listen Later Jul 31, 2026 21:39

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Retirement Solutions Roundtable - Strategies For Annuities

Play Episode Listen Later Jul 30, 2026 47:00

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Producers' Playbook - Bill Martin OG - 7.24.2026

Play Episode Listen Later Jul 24, 2026 23:09

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Retirement Solutions Roundtable - Stephen Butler

Play Episode Listen Later Jul 22, 2026 37:09

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Producers' Playbook - Claudia Veloz de Alba

Play Episode Listen Later Jul 17, 2026 21:20

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Retirement Solutions Roundtable - Daniel McRae

Play Episode Listen Later Jul 15, 2026 44:02

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Producers' Playbook - Casey Gregory

Play Episode Listen Later Jul 10, 2026 18:31

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Retirement Solutions Roundtable - Jessica Farrell & Patrick DiLorenzo

Play Episode Listen Later Jul 8, 2026 50:39

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Retirement Solutions Roundtable - Danny Favreau

Play Episode Listen Later Jul 1, 2026 47:39

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Producers' Playbook - Bill Martin OG

Play Episode Listen Later Jun 26, 2026 36:16

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Retirement Solutions Roundtable - Why IUL Is A Good Choice

Play Episode Listen Later Jun 24, 2026 45:27

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Producers' Playbook - Bill Lampe

Play Episode Listen Later Jun 19, 2026 23:56

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Retirement Solutions Roundtable - Garrett Fletcher & Mike Ellrich

Play Episode Listen Later Jun 17, 2026 37:15

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Producers' Playbook - Chuck Knox

Play Episode Listen Later Jun 12, 2026 25:56

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Retirement Solutions Roundtable - Dan Lambert

Play Episode Listen Later Jun 10, 2026 36:41

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Producers' Playbook - Deanna Cooper

Play Episode Listen Later Jun 5, 2026 23:13

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Retirement Solutions Roundtable - Chuck Knox

Play Episode Listen Later Jun 3, 2026 46:32

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Producers' Playbook - Bill Martin OG

Play Episode Listen Later May 29, 2026 32:10

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Retirement Solutions Roundtable - Frank Davis

Play Episode Listen Later May 27, 2026 41:00

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Producers' Playbook - Catherine Lockman

Play Episode Listen Later May 22, 2026 23:12

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Retirement Solutions Roundtable - Jim Grauel

Play Episode Listen Later May 20, 2026 42:55

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Producers' Playbook - Bill Martin OG

Play Episode Listen Later May 15, 2026 28:43

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Retirement Solutions Roundtable - Jim Glascott

Play Episode Listen Later May 13, 2026 53:31

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Producers' Playbook - Scott Dovner

Play Episode Listen Later May 8, 2026 25:16

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Retirement Solutions Roundtable - Nicole Hansen

Play Episode Listen Later May 6, 2026 42:37

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Producers' Playbook - Stephanie Reda

Play Episode Listen Later May 1, 2026 21:28

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Retirement Solutions Roundtable - Jeff Roggen

Play Episode Listen Later Apr 30, 2026 38:11

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Producers' Playbook - John Barlow

Play Episode Listen Later Apr 24, 2026 22:11

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Retirement Solutions Roundtable - Jake Mollman

Play Episode Listen Later Apr 22, 2026 35:52

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Producers' Playbook - Barry Clarkson

Play Episode Listen Later Apr 17, 2026 32:12

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Retirement Solutions Roundtable - Matthew Wilson

Play Episode Listen Later Apr 15, 2026 44:19

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Producers' Playbook - Nicole Hansen

Play Episode Listen Later Apr 10, 2026 24:06

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Retirement Solutions Roundtable - Patrick DiLorenzo

Play Episode Listen Later Apr 8, 2026 41:35

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Producers' Playbook - Chris Tinsman

Play Episode Listen Later Apr 2, 2026 25:44

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Retirement Solutions Roundtable - Ivy Wilson

Play Episode Listen Later Apr 1, 2026 46:35

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Producers' Playbook - Bill Martin OG

Play Episode Listen Later Mar 20, 2026 25:44

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Retirement Solutions Roundtable - Paul Sharp

Play Episode Listen Later Mar 18, 2026 45:55

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Producers' Playbook - Gabriela Alegre

Play Episode Listen Later Mar 13, 2026 23:16

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Retirement Solutions Roundtable - Ward Carson

Play Episode Listen Later Mar 11, 2026 44:33

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Producers' Playbook - Bill Martin OG

Play Episode Listen Later Mar 6, 2026 27:51

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Retirement Solutions Roundtable - Jackie Rhodes

Play Episode Listen Later Mar 4, 2026 14:41

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