facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause
Episode 13 - The Emotional Process of Retirement Planning  Thumbnail

Episode 13 - The Emotional Process of Retirement Planning

The retirement planning process can bring up an array of emotions and behaviors when discussing sensitive subjects. 

In this episode, Jim Donewald sits down with guest Jeremy Houser, a consultant at InsurMark, to discuss how their relationship has established a streamlined process for onboarding clients to accomplish straightforward results.

In this episode, you will learn:

  • The starting point to determine if your business and ideal consumer are fit for each other
  • The technology software program that CRIS Financial offers
  • As advisors how we keep it simple and use analytics to analyze a plan
  • How we make clients feel stable and confident in their decisions to solve problems
  • How working with a trusted advisor makes retirement planning easier

Start feeling more emotionally prepared for your retirement plan with Jim Donewald and InsurMark’s Jeremy Houser!

Resources: CRIS Financial | John Glowacz | Jim Donewald | Jeremy Houser