That Annuity Show
That Annuity Show
Nassau Financial Group
180 - Planning For A Purpose with Joe Jordan
47 minutes Posted Feb 3, 2023 at 2:25 am.
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Show notes
Our guest this week is Joe Jordan. Do I need to say more? But I will. In today's episode, we discuss how the insurance industry has progressed from a focus on sales to a focus on planning. Joe explains why he thinks the next step will be to focus on helping create purpose for our clients in retirement. Links mentioned in the show: