Home for the Holidays, LTC Awareness with Brad Shepard and Brian Ott

Optimized Advisor Podcast

English - December 01, 2022 23:00 - 39 minutes - 36.1 MB - ★★★★★ - 17 ratings
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Previous Episode: The Zandbergen Report’s 5th Annual Holiday Wine Pairing

Next Episode: What You Need to Know to Sell More Annuities in 2023, with Nick Bernatowicz, Producers Choice Network

Scott Heinila was joined virtually by Brad Shepard, Regional Sales Director at One America and Brian Ott, Founder and CEO 525 Advisors to discuss Long-Term Care planning during LTC Awareness Month. In the episode they discussed the following:

LTC Planning and factsHow to prepare families when their loved ones need LTCBrad and Brian shared their personal stories dealing with LTC

Listen to their previous episodes here:
Episode 002: The Single Largest Unfunded Risk Facing Retirees
Episode 026: Learn FromAn Optimized Advisor: Brian Ott, 525 Advisors

Connect with Scott on LinkedIn
Connect with Brad on LinkedIn
Connect with Brian on LinkedIn

For more on The Optimized Advisor Podcast click here
For more on Producers Choice Network click here
For more on One America click here
For more on 525 Advisors click here
For more on the iLTCI Conference click here

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

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