Insurance Insights: Alan Callahan and Jonathan Lee

Jun 8, 2023 · 13m 51s
Insurance Insights: Alan Callahan and Jonathan Lee
Description

Host Barnard Ingram is joined by Alan Callahan (Regional Vice President, Mid-Atlantic Region) and financial professional Jonathan Lee. Listen as Jonathan discusses his non-profit organization that generates hundreds of meeting...

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Host Barnard Ingram is joined by Alan Callahan (Regional Vice President, Mid-Atlantic Region) and financial professional Jonathan Lee. Listen as Jonathan discusses his non-profit organization that generates hundreds of meeting requests per month, the opportunities he sees for advisors and clients through the Secure Act 2.0 and how you can utilize resources offered by Jonathan to help serve your clients.
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Author AuguStar Financial
Organization AuguStar Financial
Website -
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