May 17, 2016
Summary:
Today on the Prosperity Podcast we welcome special guest Joe Pantozzi! Joe Pantozzi is the CEO and founder of Alpha Omega Wealth, a financial advising firm that specializes in privatized banking planning strategies. Joe is a seasoned professional with 30 plus years in the financial services industry dedicated to providing the highest quality service and sound advice based on thorough research. He talks about the importance of insuring your parents, something that can provided financial security and ease children and their parents through the process of caring for a loved one as and when they die.
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Show Notes:
00:00 Intro
00:23 Introducing Joe Pantozzi
00:52 Insuring Your Parents
01:23 What Made You Think About Insuring Parents?
05:57 Are You Actually Prepared?
08:52 How Old Is Too Old For This Strategy
12:29 Creating a Hard Benefit
15:04 Contacting Joe Pantozzi
- alphaomegawealth.com
- 702-430-4400
15:48 Outro