What YOU & YOUR CLIENTS Need to Know About Annuities!

06/20/23 • 60 min

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat down with Robert Intelisano, aka The Insurance Doctor! Rob walks us through some really important things that both you and your clients need to know about annuities; including some basic definitions and tax deferrals.
Robert is the Founder and President of Intelisano & Associates. Since 1999 he has worked with thousands of individuals, families, and businesses helping them to obtain the best and most cost-effective insurance protection for their specific needs.
Taking a holistic approach with every case, Rob does not promote products until he understands his client’s short and long-term goals and needs. Only then does Rob and his team of independent professional advisors design the best solution, and always with the goal of providing you with protection and peace of mind at the right premium.
Rob has earned the following designations:
• Earned Chartered Life Underwriter CLU in 1995
• Earned Certified Senior Advisor CSA in 2003
Rob shares some of the most important lessons he's learned since starting in the industry, including the importance of having a good mentor, and being honest and transparent with your clients.
Share this episode with a small business owner that you think would find this information helpful; even if they're not an insurance agent! But until then - Let's D.I.P. into insurance

Previous Episode

Retirement 101 - Best Ways to Help Your Clients Save for Retirement!

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat down with Chris DeMars; an annuity specialist and IAD's partner from TruChoice Financial! Chris has been working in the insurance industry for almost 20 years and has been helping agents and brokers alike grow their book of business by educating them about different annuity, securities, & traditional savings options that consumers can use to save for retirement.
The cost of raising a child in the year 1990 has since more than tripled in today's world. While the cost of living; has shot up significantly in the last 3 years. What will the financial climate look like in the next 30 years, and how will we all have enough money to survive after the employer paychecks have stopped rolling in? What do we do if every day is a Saturday in retirement? There are numerous reasons as to why we all have to save for retirement, and there's just as many ways to save for that stage of life.
But some options are better than others. There are so many risks associated with more traditional forms of retirement savings options, including withdrawal risk, longevity risk, tax risks, etc. Teach your clients how to save for a more financially sustainable future by planning for retirement using insurance products, as opposed to their bank.
How many times have we had to bail out the banks? How many times have we had to bail out the insurance company?
Share this episode with a small business owner that you think would find this information helpful; even if they're not an insurance agent! But until then - Let's D.I.P. into insurance