Insuring Your Parents – Episode 100


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.

If you would like the opportunity for us to answer your question on the show or to be a guest on our show, be sure to keep sending us questions and reach out to us!


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

15:48 Outro

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