Talk Your Book: Commission-Free Insurance

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 5 February 2021

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today's show, the guys talk with David Lau from DPL Financial Partners about how they're improving the insurance sales for advisors and their clients. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's Animal Spirits talk your book is brought to you by DPL Financial Partners.
0:05.0	Go to dplfp.com to learn more how they are opening up the world of insurance and annuities
0:10.8	to RIAs.
0:12.8	Welcome to Animal Spirits, a show about markets, life, and investing.
0:17.0	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing,
0:21.8	and watching.
0:23.8	Michael Batnik and Ben Carlson work for Ritholds Wealth Management, all opinions expressed
0:28.3	by Michael and Ben or any podcast guests are solely their own opinions and do not
0:32.2	reflect the opinion of Ritholds Wealth Management.
0:34.8	This podcast is for informational purposes only and should not be relied upon for investment
0:38.9	decisions.
0:39.9	Clients of Ritholds Wealth Management may maintain positions in the securities discussed
0:43.3	in this podcast.
0:44.9	Welcome to Animal Spirits with Michael and Ben.
0:47.5	This one was kind of near and dear to your heart because you got your start in this
0:51.1	financial world as an insurance broker, right?
0:53.8	That's true.
0:54.8	How long did you do that for?
0:56.0	A failed insurance broker or a slush agent.
0:59.0	How many people in your family did you try to sell an insurance policy to?
1:02.0	Oh, such a horrible experience.
1:03.5	Isn't that what they tell you to do start with your family and friends?
	...

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