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The Financial Institution Insurance Council Presents

The Financial Institution Insurance Council Presents

rmittel
Released: 2025-06-08
© Copyright 2022 All rights reserved.
The Financial Institution Insurance Council Presents - QR Code
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24 Episodes
Audio
Listen on Apple Podcasts
Free0%
24 Episodes
Audio
Listen on Apple Podcasts
Released: 2025-06-08
© Copyright 2022 All rights reserved.
Most Recent Episode
High Net Worth Planning Insights

High Net Worth Planning Insights

In this episode we discuss planning with the HNW for market and tax uncertainty, the segments that have a tax target on their backs, special circumstances for business owners, and hedging plans to accommodate volatility.   Our guests are Jason Morell
Time: 51:27
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In this episode we discuss planning with the HNW for market and tax uncertainty, the segments that have a tax target on their backs, special circumstances for business owners, and hedging plans to accommodate volatility.
 
Our guests are Jason Morelli and Michael Raczkowski from Highland Capital Brokerage.
Episode ID: 1000711959633
GUID: rmittel.podbean.com/73d4c576-81ea-3fd1-8608-89f4f7a68dde
Release Date: 08/06/2025, 06:03:12

Description

Join The Financial Institution Insurance Council co-directors Bob Mittel and Scott Stathis for insightful discussions with industry experts.
Recordings were taken from the council’s monthly peer group meeting covering topics including insurance sales, marketing, and successful strategies.

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