180 - Planning For A Purpose with Joe Jordan
That Annuity Show - A podcast by Nassau Financial Group - Fridays
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:
