IUL vs. 401K, IRA, Roth, & CD's; Benefits & Caveats of Each! Artwork

DIP! Direct Insurance Podcast

Hello, and welcome to the Direct Insurance Podcast (or DIP for short!); a Podcast for independent insurance agents. This podcast is intended to educate independent insurance agents in the Medicare, Life, & Annuities markets. This podcast will cover topics like lead generation, marketing, digital marketing strategies, as well as training information for different product lines within the industry to help you grow your business. The Direct Insurance Podcast - DIP; is brought to you by Insurance Advisors Direct. Insurance Advisors Direct is a full-service FMO based in Michigan with one mission - Simplifying Your Success! Our aim is to continuously meet the needs and demands of independent brokers all over the country. Daily, we accomplish this by concentrating on IAD’s agent formula for success, which is built on our 7 core pillars; -Product Offering-Training & Education-Lead Generation-Sales Tools-Marketing Services-Technology-Administrative ServicesFollow this podcast and give us a 5 star rating to learn more. Now let’s DIP into Insurance!

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DIP! Direct Insurance Podcast

IUL vs. 401K, IRA, Roth, & CD's; Benefits & Caveats of Each!

June 27, 2023 • Insurance Advisors Direct • Season 1 • Episode 18

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat down with Chris Schiefer; a life insurance specialist and IAD's partner from TruChoice Financial! Chris has been working in the insurance industry for almost 20 years and has been helping agents and brokers alike grow their book of business by educating them about different insurance products that can help them retain and grow generational wealth for their clients.

There are numerous ways that today's consumers can save for retirement. But how many ways are people saving for life after death? Today Chris helps us outline the benefits and caveats of different insurance, and non-insurance options for today's consumers to help them grow or maintain wealth. These options can also help generate generational wealth for the client's family.

But how do we know which is best?

Share this episode with a small business owner that you think would find this information helpful; even if they're not an insurance agent! But until then - Let's D.I.P. into insurance