3 episodes
Phoenix Group Roundtable Phoenix Group
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- Business
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.
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3 - In-force Policy Audit
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.
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2 - Inforce Policy Premium Finance
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.
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1 - Phoenix Group Introduction
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.