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In this episode, we ask:
- Would you like to see videos?
- Do you have an existing advisor?
- Can Mark predict what they will say?
- What are the motivations beneath their comments?
- What is it hard for them to hear?
- Can the other professional build a knock off version?
- What is completely normal?
- What about fewer fees?
- What about the loss of big commissions?
- What is the motivation?
- What process happens with a transfer form?
- Do you have a similar product?
- What are the fees?
- What are the taxes?
- Who knows how to build a Bank on Yourself® type whole life insurance policy correctly?
- What about guarantees?
- Can Mark sign a guarantee?
- Would they be able to sign a guarantee?
- What about the disclosures?
- What about the market-based advisor?
- Would you like to hear Episode 36?
- What’s on the internet?
- Where is that advice coming from?
- Do they have your best interest at heart?
- Are they obligated to consider your best interest?
- What is the problem exactly?
- Is their situation just like yours?
- Does your kid have financial advice for you?
- What about death benefit numbers?
- How about a review?
- What about the financial infotainers?
- What is the misunderstanding?
- What is the doubt?
- What is the major flaw?
- What about the crab bucket?
- With whom do we work?
- What is the good, the bad and the ugly?
- What are the concerns?
- What are the expenses?
- What about your beliefs?
- Who will be here for you?
- What about insurer’s statistics and backing?
- What about state’s sources?
- What happened?
- What questions do you need to ask your advisors? (Send your stories and answers to hello@nyafinancialpodcast.com!)
- Have you ever lost your clients in the past? If so, how can I be guaranteed that you won’t lose my money in the future? Can you put that guarantee in writing?
- Where do you think tax is going in the future, down or up? How will you protect me from (excess) taxation over my lifetime?
- Can you know for certain what the market will do over the next 40 years, or even this year?
- What can you do to help me grow my net worth and my business, if banks decide to reduce or takeaway my line of credit?
- What are your fees? Do you promise to eliminate them completely when you lose my money in the market?
- What are you doing to completely protect me from market downturns?
- What are you doing to completely protect me from creditors if my business fails?
- What is your plan for me when I bring on equity partners and eventually sell my business?
- What would you like to discuss further?
- Would you like to meet with Mark?
