How do you explain the turmoil in the financial markets to your clients? Today, we’re replaying a presentation that David Czerniecki, Chief Investment Officer for Nassau Financial Group recently gave to some of our top independent producers. Joe Jordan joins us as a guest host introducing the topic. To see the slides, watch the video version of this on our website.
The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
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