Podcast Recordings
Our list of previously recorded podcasts & case studies regarding life insurance products and strategies.
Enhancing Client Relationships Through Innovation: Vitality & LifeCare with Joey Ussery, John Hancock Insurance
Join host Jordan Pence, CFP® on the latest ARC Advisor Podcast episode featuring Joey Ussery from John Hancock, as they discuss ways to deepen client relationships with innovative solutions like Vitality and LifeCare. Discover practical tips on effectively positioning these products to your high-net-worth clients, transforming life insurance conversations from traditional planning into engaging discussions focused on health, wellness, and long-term care.
(Recorded on: 4/16/2025)
Talking Life with Clients: Best Pratices, Sales Strategies, and More – with Mark Miletello
Join Jordan Pence, CFP®, and Mark Miletello, Owner of Pacific Farm & Ranch Insurance Agency, as they explore effective strategies for discussing life insurance with clients—transforming tough conversations into engaging discussions that clients will want to continue.
(Recorded on: 4/10/2025)
Processes, Priorities, and Putting Clients First – A Conversation with Wade Chessman
Running a successful practice takes, strategy, dedication, and a lot of hard work. While every advisor must tailor their approach to fit their clients’ needs, there’s always something valuable to learn from those who’ve walked the path and built a thriving business.
(Recorded on: 3/27/2025)
LIRP 101: The Smarter Way to Retire
Tap into undiscovered business opportunity within your existing client base through Life Insurance Retirement Plans (LIRPs). Watch as Jordan and Madelyn discuss what a LIRP is and strategies you can use when discussing them with your clients.
(Recorded on: 3/19/2025)
Premium Financing vs. The Leveraged Life Program
Life insurance premium financing is a financial strategy that allows individuals or businesses to obtain high-value life insurance policies without immediately paying the premiums out of pocket. Learn more by viewing the recording.
(Recorded on: 2/15/2025)
Top 10 IULs
Join us for this 15-minute podcast as we discuss the Top 10 IULs that are shaping the marketing in 2025. This session is designed to give you actionable insights to stay ahead of the curve to provide exceptional value to your clients..
(Recorded on: 1/29/2025)
Buy Term, Invest the Different- A Myth Dispelled
Many financial advisors advocate for buying term life insurance and investing the difference in cost compared to a permanent policy. In this session, we explore the limitations of this approach and present a compelling alternative strategy.
(Recorded on: 1/15/2025)
Split Dollar
During this 15 minute podcast we will explore the intricacies of Split Dollar Life Insurance. Learn how this powerful strategy can be used for executive compensation, estate planning, and tax optimization, with expert insights on the benefits, structures, and potential pitfalls.
(Recorded on: 12/18/2024)
Premier Bonus
During this 15 minture session, we will be discussing the tax-advantaged way your business owner clients can attract and retain key-employees while rewarding themselves in the process through premier bonus.
(Recorded on: 12/5/2024)
Rate Certain Annuity
This podcast session will discuss the key elements of Rate Certain Annuity such as garanteed rates, growth potential, and tax deferred accumulation.
(Recorded on: 11/18/2024)
SLATs
This 15 minute podcast sessions will cover an overview of a Spousal Lifetime Access Trust and it’s importance in financial planning.
(Recorded on: 10/23/2024)
Top 10 IULs
During this info-packed session we will review the key features and benefits of the Top 10 IULs. There will be additional information regarding how IULs can serve as a versatile financial tool for retirement planning and wealth accumulation.
(Recorded on: 10/9/2024)
Traditional Premium Financing vs The Leveraged Life Program
During this info-packed session we reviewed a traditional premium financing case and discussed a potential alternative funding strategy called “The Leveraged Life Program”.
(Recorded on: 7/25/24)
Upgrade Your Client’s Term Policy
During this 15-minute info-packed session we are going to show you a strategy that could “enhance” your clients term life insurance policy, improving their overall situation.
(Recorded on: 7/11/24)
Top 10 Indexed Universal Life Insurance Products
During this 15-minute info-packed session we reviewed our rankings of the top 10 Indexed Universal Life Insurance Products currently on the market. Input your information below to watch the recording:
(Recorded on: 6/13/24)
GUL vs Protection IUL
During this 15-minute info-packed session we compared a Guaranteed Universal Life (GUL) insurance product to, what certain carriers are calling, a “Protection” Indexed Universal Life (IUL) insurance product.
(Recorded on: 5/23/24)
Split Dollar Life Insurance
During this info-packed session we go over everything you need to know to set up a split dollar plan.
(Recorded on: 5/2/24)
Buy Term & Invest the Difference: A Myth Dispelled
Many advisors preach that buying term life insurance and investing the difference one would spend on a permanent policy is the best route. During this session we discussed flaws with this strategy and cover a potential alternative.
(Recorded on: 4/18/24)
Life Insurance for Business Owners: Premier Bonus
During this 15-minute info-packed session we discussed a tax-advantaged way your business owner clients can attract and retain key-employees while rewarding themselves in the process.
(Recorded on: 4/4/24)
How to get referrals from CPAs
During this 15-minute info-packed session we will discuss how you can form relationships with CPAs in order to get referrals from them over time.
(Recorded on: 3/21/24)
Insured Family Legacy
During this 15-minute info-packed session we reviewed a strategy to help grandparents plan a legacy for the benefit of their children and grandchildren using life insurance.
(Recorded on: 3/7/24)
How to Present a Life Insurance Retirement Plan
During this 15-minute info-packed session we reviewed a strategy to help you increase your life insurance sales in the pre-retiree market by presenting a Life Insurance Retirement Plan.
(Recorded on: 2/22/24)
2024 Annuity Update – Product Performance & Positioning
During this session we reviewed American National’s fixed deferred annuity products (MYGA + SPIA) as well as their fixed index annuity products (ASIA Plus 10 and 7).
(Recorded on: 1/4/24)
Live Case Study: Life Insurance Retirement Plan
Join us to walk through a live case study over a Life Insurance Retirement Plan (LIRP).
(Recorded on: 9/20/22)
Save Taxes Now, Get Tax-Free Income Later
A high-level split dollar strategy, utilizing life insurance, designed specifically for business owners.
(Recorded on: 7/26/22)
Helping Business Owners Maximize their Retirement
A case study to determine life insurance products that are best for helping business owners save for retirement.
(Recorded on: 6/21/22)
IUL with Best-In-Class Index Options
A review of various index options for IUL products currently on the market.
(Recorded on: 5/19/22)
The Best GUL on the Market
A Comparison of GUL products currently on the market.
(Recorded on: 5/3/22)
Turn-Key Premium Financing
An enhanced premium financing strategy that allows your clients to leverage their contributions to generate tax-free income.
(Recorded on: 10/18/21)
Discussing Risk-Control Indexes
An analysis of IUL products utilizing the S&P MARC 5 (er) index.
(Recorded on: 8/3/21)
