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Episode 5 - The year in review

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Manage episode 192828973 series 1757406
Content provided by Case by Case and North American Company. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Case by Case and North American Company or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In the industry and the world at large, it’s safe to say it’s been a year unlike any other. North American Annuity Division President Rob TeKolste is our special guest as Case by Case looks back on 2017’s ups and downs. We also cast our eye to 2018 and all the exciting opportunities that await in the New Year. Key resources: • North American’s website - www.northamericancompany.com • Legacy Portrait materials - northamericancompany.com/legacyportrait • DOL fiduciary rule information - https://www.northamericancompany.com/group/nacolah-portal/an-dol-resources (login required) • RMD Puzzle brochure - https://www.agentcertification.com/hostedimages/25594Z/25594Z.pdf
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6 episodes

Artwork
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Manage episode 192828973 series 1757406
Content provided by Case by Case and North American Company. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Case by Case and North American Company or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In the industry and the world at large, it’s safe to say it’s been a year unlike any other. North American Annuity Division President Rob TeKolste is our special guest as Case by Case looks back on 2017’s ups and downs. We also cast our eye to 2018 and all the exciting opportunities that await in the New Year. Key resources: • North American’s website - www.northamericancompany.com • Legacy Portrait materials - northamericancompany.com/legacyportrait • DOL fiduciary rule information - https://www.northamericancompany.com/group/nacolah-portal/an-dol-resources (login required) • RMD Puzzle brochure - https://www.agentcertification.com/hostedimages/25594Z/25594Z.pdf
  continue reading

6 episodes

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