9 episodes

A podcast deditcated to Life Insurance, Long Term Care Insurance, Hybrid Life/LTC, and Disability Insurance. An 18 year veteran wholesaler takes an inside look at the strengths and weaknesses of these products; how they should be an integral part of your client's portfolio, and how you can protect your client's goals, dreams, and retirement with them.

Coop's Scoop Cooper Lewis at Highland Capital Brokerage

    • Business
    • 5.0 • 1 Rating

A podcast deditcated to Life Insurance, Long Term Care Insurance, Hybrid Life/LTC, and Disability Insurance. An 18 year veteran wholesaler takes an inside look at the strengths and weaknesses of these products; how they should be an integral part of your client's portfolio, and how you can protect your client's goals, dreams, and retirement with them.

    Episode 9 - The Power of an Uncapped IUL in Retirement Planning.

    Episode 9 - The Power of an Uncapped IUL in Retirement Planning.

    I do a deeper dive into Securian's Annexus BGA II uncapped IUL product and how powerful and flexible this IUL is for your client's portfolio.

    • 26 min
    Episode 8 - What's working for advisors right now

    Episode 8 - What's working for advisors right now

    It's been weeks since the Covid-19 pandemic started drastically changing our way of life. And 5 weeks ago, the stock market started it's decline in response. In light of all that, we've had advisors who have been able to continue doing business. Some reflection on what they've been doing and how you can do it too.

    • 13 min
    Episode 7 - Corona Virus Impact and Changes

    Episode 7 - Corona Virus Impact and Changes

    The corona virus has impacted our way of life, doing business, and interaction with one another. It has forced some major changes upon us, with new changes announced every hour it seems like. What was once a solid plan for your client may need some revision at this point. Listen to some ways Highland can help. 

    • 10 min
    Episode 6 - Recent Market activity have you/your clients concerned? Consider this alternative.

    Episode 6 - Recent Market activity have you/your clients concerned? Consider this alternative.

    Recent stock market slump may have your clients nervous. Here is an alternative that provides safety and upside potential to consider.

    • 7 min
    Episode 5 - A Deeper Look at Hybrid Life/LTC products

    Episode 5 - A Deeper Look at Hybrid Life/LTC products

    Explore the differences between life policies with the LTC or Chronic Illness riders vs the asset or linked benefit products and the differences that make each a powerful tool in your client's financial portfolio.

    • 24 min
    Episode 4 - Prospecting for Hybrid Life with Long Term Care Opportunities

    Episode 4 - Prospecting for Hybrid Life with Long Term Care Opportunities

    Your book of business contains a lot clients that need your help.  Find out what clients are your best prospects to approach and how. This episode focuses on which clients are your best prospects for protection using hybrid life/ltc products.

    • 11 min

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