Getting Past the Premium Podcast:
Elliot Bassett & Ryan Brott welcome Co-founder & CEO Peter MacDonald to the Getting Past the Premium Podcast to discuss the 4/3/5 method and how to utilize it as an advisor to your clients. But what exactly is the 4/3/5 method? With markets rising and the thought of recession lingering, being a proactive advisor is as crucial as ever.
In part two of a four part Shop Talk podcast series, CEO & Co-Founder Peter MacDonald sits down with Power Producers Podcast hosts David Carothers and Kyle Houck to discuss broker selection with your clients.
If you’re looking for a true partner – not just a vendor – we’d love to show you how we can help your agency streamline workflows, close more business, and deliver a better client experience.
WUNDERITE (WUNDER•ITE)
Portmanteau of the German “wunder” (miracle), and “underwrite”, the act of supporting a voyage by physically signing your name under a ship ‘s manifest
