Podcast
Momentum
Hosted by AuguStar Financial · EN
The Momentum podcast brings you the news, sales ideas and perspectives you need to keep your business and your clients moving forward. Join us to learn about what’s going on at AuguStar Life, and let experienced professionals give you tips and ideas that will take your practice to the next level.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
Results may not be representative of the experience of other agents and are not a guarantee of success. Individual results will vary.
The material discussed provides general information and should not be taken as specific legal or tax advice. Clients should seek the advice of a qualified tax or legal professional for their specific situation.
Product, product features and rider availability vary by state. Issuer not licensed to conduct business in NY. Products are issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation, members of Constellation Insurance, Inc. family of companies, and issuers are expected to officially change to AuguStar Life Insurance Company and AuguStar Life Assurance Corporation, respectively, in the fourth quarter of 2023.
© 2023 Constellation Insurance, Inc. | One Financial Way Cincinnati, Ohio 45242
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
Results may not be representative of the experience of other agents and are not a guarantee of success. Individual results will vary.
The material discussed provides general information and should not be taken as specific legal or tax advice. Clients should seek the advice of a qualified tax or legal professional for their specific situation.
Product, product features and rider availability vary by state. Issuer not licensed to conduct business in NY. Products are issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation, members of Constellation Insurance, Inc. family of companies, and issuers are expected to officially change to AuguStar Life Insurance Company and AuguStar Life Assurance Corporation, respectively, in the fourth quarter of 2023.
© 2023 Constellation Insurance, Inc. | One Financial Way Cincinnati, Ohio 45242
10episodes
Episodes
Newest firstAll episodes
Episode 28: Women’s Financial Security in Retirement
Mar 24, 202300:23:59Tap to summarizeWith longer life expectancies, more years in retirement and lower income during their working years, women face substantial demographic challenges as they prepare for life after work ends. In this episode, experienced agent Sean Quigley explains how he works with married couples and the important role his approach can play in helping women, who typically outlive their husbands 65% of the time, achieve financial security in retirement. His strategies can help you increase business, retain clients and let them maintain their financial independence at one of the most trying times they’re likely to face. This episode is an excerpt from a webinar. You can view the complete event on our producer website, ON-Net.
Transcribe →Episode 29: Building holistic financial futures
Mar 8, 202300:28:37Tap to summarizeFinancial success hinges on preparing for the unexpected. None of us know how investments will perform, how our health will change or what obstacles we’ll face as we strive to meet our financial goals. That’s why relying on knowledgeable, talented financial professionals is crucial for clients, as is incorporating a variety of products and multiple types of protection. In this episode, agent Larry Dietz of Dietz NextStage Financial Management discusses how he integrates a variety of insurance and annuity products into his clients’ financial profiles, and offers tips to help clients understand the benefits of doing so.
Transcribe →Episode 27: Insure Your Love 2023
Feb 1, 202300:15:20Tap to summarizeEach year, Life Happens celebrates February with its Insure Your Love campaign. Designed to highlight the important role life insurance can play in protecting the people we love, it offers resources agents can use to help clients understand life insurance’s potential and the impact it can have on their loved ones’ financial futures. In this episode, Life Happens’ Content Strategy Director, Julie Holsinger, joins the show to talk about this year’s campaign, the resources available to financial professionals and how you can use them to help your clients and increase your business.
Transcribe →Episode 26: Staying positive about retirement income
Nov 4, 202200:13:56Tap to summarizeRetirement can be daunting. Funding your own income for years in the face of inflation is a challenge that requires preparation and planning well in advance. Ohio National’s new Ion guaranteed lifetime withdrawal benefit rider is designed to help address those challenges. With annual credits even once they start taking income, it can help clients not just get ready for retirement, but also keep their income growing throughout retirement. In this episode, Abby Lauter explains how it works, and how it can work for them.
Transcribe →Episode 25: How to use indexed whole life
Oct 14, 202200:21:06Tap to summarizeOhio National’s new indexed whole life product is designed to offer clients both death benefit protection and significant potential for accumulating assets. Its unique combination of guarantees and growth potential can make it a flexible addition to a financial plan, capable of meeting the needs of a wide variety of clients. In this episode, Karl Kreunen discusses the kinds of clients that might be able to benefit from an indexed whole life policy, and the ways they might be able to use one.
Transcribe →Episode 24: One of a kind- All about the new Indexed Whole Life product
Aug 29, 202200:18:55Tap to summarizeNext month, Ohio National will launch the industry’s only indexed whole life product, combining the guarantees of whole life with upside potential that’s based upon the performance of market indices. In this episode, Karl Kreunen offers an overview of the product, explaining how it works and how it can work for your clients. To learn even more, visit us at IWL4Life.com.
Transcribe →Episode 23: Market update- The impact of rising interest rates
Jun 24, 202200:24:22Tap to summarizeWith interest rates climbing and the Federal Reserve indicating that this trend will likely continue throughout the year, loans, investments and financial products will all be impacted in different ways. In this episode, Vice President of Product Marketing Karl Kreunen joins the show to discuss the impact on insurance and annuity products, while Terry Garrard, the Second Vice President and National Sales Director of our ONESCO broker-dealer, discusses the impact on the market and larger investment environment.
Transcribe →Episode 22: The Social Networks- Building business through social media
May 20, 202200:33:52Tap to summarizeWith the ability to reach millions of existing and potential customers, financial professionals need to understand the most effective strategies for building their businesses on social media platforms. In this episode, John Grevas is joined by international speaker, author and trainer Kevin Knebl, who shares his years of expertise, explaining where financial professionals need to be, what they need to do and why succeeding at online social networking can be as simple as not being boring.
Transcribe →Episode 21: Black Americans and Life Insurance
Apr 22, 202200:35:38Tap to summarizeOn Feb. 23, Ohio National’s Committee on Inclusion and Awareness celebrated Black History Month by hosting a panel of financial professionals Glenn Jones, Thomas McLeary and Rakisha Nicholson, each of whom is positively impacting lives while building significant business among black clients, families and businesses. This episode features excerpts from that conversation, including a discussion of the methods that have enabled them to successfully provide this market segment the important protection needed for their families and financial futures and tips on how financial professionals can do the same.
Transcribe →Episode 20: Expert advice- Working with a business coach
Mar 18, 202200:29:17Tap to summarizeWe all need advice from time to time to take our business forward. In this episode, author, speaker and executive coach Cliff Karthauser joins the show for a conversation that examines the benefits financial professionals can gain from working with an expert, the process of working with a coach, the factors that impact a coaching relationship’s success and the importance of accountability.
Transcribe →