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Go beyond Aspire magazine’s pages to hear industry experts discuss how to turn the insights and research from each issue’s trending articles into opportunities to help independent insurance distribution participants achieve more.
Since 2023, Aspire magazine has grown its readership from zero to +900,000 as the premier source of business growth insights exclusively serving the interests of independent insurance distribution advisors, BGAs, service providers, and carriers.
The video podcast, Off the Page, takes sharing those insights to the next level. Each episode enables subscribers to listen in on what industry leaders are thinking and doing to capitalize on current demographic, consumer, and marketing trends to achieve more for their bottom lines.
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Episode 5:
Riding the Great Wealth Transfer
September 16, 2026
Listen in as host Chuck Anderson and his guests discuss topics ranging from bringing IUL into the client conversation to the hidden opportunity in permanent life insurance, the great wealth transfer as a planning imperative for advisors, and how to open the conversation on today's most pressing planning needs.
Featured Guests
Kristi Bell, VP of Life Sales Distribution at Integrity, discusses Pam Sheehan's column "Hanging on to Gen Next" which looks at why the handoff to the next generation is about continuity of relationships, not just assets, and what advisors can use to stay connected across generational wealth transfers.
Visit aspiremagazine.us to access the issue and Pam's column on page 4 of the September/October issue of Aspire.
Kristi Bell, VP of Life Sales Distribution, Integrity
Hanging on to Gen Next: Staying connected across multiple generations
Stephanie Beckwith, J.D., Securian Financial
Bringing complexity into focus
Stephanie Beckwith, J.D., Advanced Sales Council at Securian Financial, discusses Ann Hagerty, J.D.'s article "Great Wealth Transfer: A Planning Imperative for Advisors," which looks at how advisors can start estate planning conversations without overwhelming clients, and build trust with beneficiaries before an inheritance ever changes hands.
Visit aspiremagazine.us to access the issue and Ann Hagerty's article on page 22 of the September/October issue of Aspire.
Eric Tannow, Corebridge Financial
Hidden opportunity in permanent life insurance
Eric Tarnow, Head of Life Insurance at Corebridge Financial, unpacks his article "Hidden Opportunity in Permanent Life Insurance," discussing why clients underestimate the risk of outliving their retirement income, and how certain permanent life insurance riders can convert policy value into guaranteed, tax-free lifetime income.
Visit aspiremagazine.us to access the issue and Eric's article on page 36 of the September/October issue of Aspire.
Kevin Brayton, Head of Life Distribution at Prudential, discusses his article, "How to bring IUL into the conversation," along with where index universal life fits into a client's broader financial strategy, and how advisors can use it to open legacy planning conversations with adult children.
Visit aspiremagazine.us to access the issue and Kevin's article on page 42 of the September/October issue of Aspire.
Kevin Brayton, Prudential Financial
How to bring IUL into the conversation
Carol Goetsch, LIBRA Insurance Partners
New why behind the buy: Reaching Millennial and Gen Z clients
Carol Goetsch, VP of Institutional Markets at LIBRA Insurance Partners, discusses her article "The New Why Behind the Buy;" looking at why younger clients are more receptive to life insurance and long-term care than advisors assume, and the discovery questions that uncover real opportunity across a client's life, from student loan debt to home ownership to starting a family.
Visit aspiremagazine.us to access the issue and Carol's article on page 26 of the September/October issue of Aspire.