The Next Level Advisor

What's happening in the annuity marketplace?

On this episode of the Next Level Advisor Podcast, we connect with Michael Hardin, AVP & Head of Brokerage Sales at American National Insurance Co (ANICO). He shares his wealth of knowledge on the current state of the annuity marketplace and how ANICO is providing unique product offerings to its clients.

The Urgency of Estate Planning: Navigating the 2026 Tax Sunset

In this episode of The Next Level Advisor, Ed brings together expert guests Steve Sussel, Managing Director at Marshall Stevens, and Mike Sorenson, Director of Institutional Relationships, to discuss the imminent 2026 tax sunset and its impact on estate planning. With time running out before a 50% reduction in the estate tax exemption, they share insights on recent rulings like Connelly vs. US and how business owners can avoid the rush and prepare for these sweeping changes. Learn why acting now is critical, as 2025 brings urgency and 2026 could present an estate planning emergency.

The Future of Life Insurance Policy Reviews

Curious about the future of life insurance policy reviews?  In the latest episode of The Next Level Advisor, Ed sits down with Barry Flagg, the inventor and founder of Veralytic, to discuss how his groundbreaking approach is revolutionizing life insurance policy reviews. Together, they explore the evolution of this process and how Veralytic is changing the industry from the inside out.

How Premium Financing can TRANSFORM Financial Planning

On this episode of The Next Level Advisor Podcast, Ed Morales is joined by the team at NextPoint Financial to discuss how advisors can use leverage to maximize their clients' opportunities. Through their unique approach to premium financing, estate planning, and risk mitigation, they help advisors transform their approach to complex planning.

Why it's time to rethink long-term care coverage | Virginia Barausky | Next Level Advisor Podcast

The way your clients approach long-term care coverage could mean the difference between a life of security, and one of uncertainty and risk. In our latest episode of the Next Level Advisor Podcast, we sit down with long-term care specialist Virginia Barausky to discuss the critical importance of incorporating long-term care planning into your clients' financial strategies.