Bill MacDonald, Managing Director of Executive Benefit Solutions and Chairman of My Financial Coach, shares his ‘process over product’ approach to helping executives and key employees find financial solutions through understanding and education.
Bill MacDonald, Managing Director of Executive Benefit Solutions and Chairman of My Financial Coach is unaffiliated with The Penn Mutual Life Insurance Company. This podcast segment is for educational purposes only and should not be considered specific tax, legal, investment or planning advice, which will only be provided to clients on a personalized basis. Depending on individual circumstances, the strategies discussed may not be appropriate for your situation. Individual results may vary and the presented information is not a guarantee of future performance or success. You should consult a qualified advisor regarding your personal financial situation.
Penn Mutual’s products and services are provided through knowledgeable, licensed Financial Professionals who were previously referred to as advisers. This Possibilities Podcast was recorded prior to this change in title. Therefore, any references to the term adviser in this podcast should be interpreted as “Financial Professional.”
For Financial Professional Use Only