Phoenix Group Roundtable

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The Phoenix Group Roundtable podcast was started to extend the experience of our exclusive study groups held throughout the year, and share detailed advanced market insurance planning concepts.

Phoenix Group


    • Apr 16, 2020 LATEST EPISODE
    • infrequent NEW EPISODES
    • 15m AVG DURATION
    • 3 EPISODES


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    Latest episodes from Phoenix Group Roundtable

    3 - In-force Policy Audit

    Play Episode Listen Later Apr 16, 2020 8:06


    Charles Parrack and J.T. Bell discuss managing clients existing policies and using the audit system to compare newer carrier options and adjust for changes in a clients situation.

    2 - Inforce Policy Premium Finance

    Play Episode Listen Later Apr 2, 2020 19:11


    J.T. Bell and Charles Parrack discuss how Bell & Associates manages Premium Financed policies and different things to be aware of in regards to policy crediting.

    1 - Phoenix Group Introduction

    Play Episode Listen Later Feb 4, 2020 19:27


    Managing Partners of Bell & Associates, JT Bell and Charles Parrack, introduce the Phoenix Group Podcast, created to extend the experience of the exclusive study group sessions held throughout the year in Prescott, Arizona that focus on advanced market insurance designs that compliment the work of CPAs, Attorneys, Wealth & Estate Planners. Listen in to learn more about advanced planning concepts that have been developed and executed throughout the companies 40+ year history, now in partnership with Ash Brokerage.

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