Brandy Seats, Active Wealth Management
– The Sharkpreneur podcast with Seth Greene Episode 401 Brandy Seats
Brandy Seats is the Senior Vice President of Active Wealth Management. She provides a wide range of retirement planning services to clients, including complex life insurance case design as an investment vehicle.
Prior to joining Active Wealth, Seats was the Founder and President of Avalon Financial. In late 2019, Active Wealth acquired Avalon Financial, placing Brandy in her current role. Before entering the financial industry, Brandy worked in the healthcare industry for more than a decade working as Director of Sales and Marketing for several multi-billion-dollar clients.
Listen to this informative Sharkpreneur episode with Brandy Seats about planning for a tax-free retirement.
Here are some of the beneficial topics covered on this week’s show:
● Why insurance-based products are safe money investments.
● How educational workshops can help you start to build relationships with your clients.
● Why people are worried about health care concerns and outliving their money in retirement.
● How educating people instead of selling to them creates the best client to sell to.
Connect with Brandy:
Guest Contact Info
@activewealthm
@activewealth
@ActiveWealthM
linkedin.com/company/activewealthm
Links Mentioned:
Activewealth.com
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