The Next Level Advisor Podcast
1) What's happening in the annuity marketplace?
On this episode of the Next Level Advisor Podcast, we connect with Michael Hardin, AVP & Head of Brokerage Sales at American National Insurance Co (ANICO). He shares his wealth of knowledge on the cur...Show More
2) The Urgency of Estate Planning: Navigating the 2026 Tax Sunset
In this episode of The Next Level Advisor, Ed brings together expert guests Steve Sussel, Managing Director at Marshall Stevens, and Mike Sorenson, Director of Institutional Relationships, to discuss ...Show More
3) The Future of Life Insurance Policy Reviews
Curious about the future of life insurance policy reviews? In the latest episode of The Next Level Advisor, Ed sits down with Barry Flagg, the inventor and founder of Veralytic, to discuss how his gr...Show More
4) How Premium Financing can TRANSFORM Financial Planning
On this episode of The Next Level Advisor Podcast, Ed Morales is joined by the team at NextPoint Financial to discuss how advisors can use leverage to maximize their clients' opportunities. Through th...Show More
5) Why it's time to rethink long-term care coverage | Virginia Barausky | Next Level Advisor Podcast
The way your clients approach long-term care coverage could mean the difference between a life of security, and one of uncertainty and risk. In our latest episode of the Next Level Advisor Podcast, we...Show More
6) Cash Balance Plans: The key to tax savings for business owners | The Next Level Podcast
Tom Worthington has worked with countless advisors and business owners to help them save on taxes. Today, he shares some key insights into one of the most valuable strategies he employs: cash balance ...Show More
7) Why business owners NEED estate planning
Why do business owners need estate planning? What's at stake, and what are the opportunities?  We're joined again by Andrew Weinhaus on The Next Level Advisor Podcast as he shares about the value of...Show More
8) How The Pinnacle Group is disrupting the financial services industry
How does an organization disrupt an industry? Today on The Next Level Advisor Podcast, we're joined by Jason Borek, Chief Growth Officer of The Pinnacle Group. Hear him share how Pinnacle's unique app...Show More
9) The Tax Savings Strategy That Every Business Owner NEEDS to Hear | The Next Level Advisor Podcast
Today we're joined by Scott McHenry, President and Chief Actuary of McHenry Advisors, as he shares about the power of cash balance plans. If you're an advisor with business owners who are looking for ...Show More
10) Where is the Annuity Industry Heading in 2024? Next Level Advisor Podcast feat. Morgan Christiansen
On today's episode of The Next Level Advisor, we're joined by Morgan Christiansen, VP of Distribution at The Pinnacle Group. Morgan has worked with countless advisors to provide them with invaluable i...Show More