ORGanic Conversations: Recent Episodes
ORGanic Conversations
One Resource Group brings you our debut podcast, ORGanic Conversations! Join us every week as our Executive Vice President, Tony Wilson hosts insurance industry leaders and talks about new platforms, concepts, and implementations that'll keep expanding your book of business!
Clint and Tony discuss market trends with the Fed rates, impact tariff's have on the economy and the 'Big Beautiful Bill'.
Clint and Tony discuss the impact of Tariff's and monetary policy on the economy along with opportunities and trends to follow to help with client planning going into the summer of '25.
Tony and Clint discuss the April market trends including tariff's, trade wars, interest rates and growth within different markets.
Clint and Tony talk about economic factors with interest rates and tariffs and the benefits of working with private markets compared to the public markets.
Clint and Tony discuss Market Trends for February 2025 including the impacts of tariff's, economic policy and the effects of monetary policy will have on the markets going into the second quarter.
In this episode of ORGanic Conversations, Tony Wilson, EVP of Sales, and Clint Sorenson, CIO, discuss trends they have been seeing in May, the impact of inflation, and growth sectors to focus on in 2024.
In this episode of ORGanic Conversations, Tony Wilson, EVP of Sales & Martin Saavedra Jr., Silloet go over ways to market in today's environment, the evolution of AI, and ways to stand out as a financial professional.
In this episode of ORGanic Conversations, Tony Wilson, EVP of Sales, and Clint Sorenson, CIO, discuss trends they have been seeing in March, the impact of inflation, and growth sectors to focus on in 2024.
In this episode of ORGanic Conversations, Lisa Roose, Director of Long Term Care, ORG and Brad Shepard Regional Account Director of Individual Life and Financial Services with One America talk about ways to incorporate long term care into your clients' financial plan.
In this episode of ORGanic Conversations, Tony Wilson, EVP of Sales, and Clint Sorenson, CIO, discuss trends they have been seeing in February and growth sectors to focus on in 2024. Clint recently released his new book "The Smooth Ride Portfolio". Grab your copy here -https://www.smoothridebook.com
In this episode of ORGanic Conversations, we discuss our fastest-growing product line with Section 125 planning in group benefits. This unique strategy allows employers to offer a preventative health and wellness plan with a comprehensive health management program for no additional cost, while providing the employees with a supplemental benefit savings plan.
In this episode on ORGanic Conversations, Tony Wilson, EVP of Sales discusses ORG's Top 10 Planning Concepts for 2024. Tony mentions concepts like Employee Retention - Section 125, Integrity4Life & much more. Enjoy!
In this episode, Tony Wilson, EVP of Sales, and Clint Sorenson, CIO, discuss how 2024 is the New Era of Opportunity, government spending, and identify emerging markets.
Join our Director of LTC, Lisa and Brad from One America as they dive into a comprehensive discussion on long-term care insurance. In this episode, they explore various essential topics, including the utilization of qualified funds, considerations regarding divorce, the role of annuity contracts, and the IRA gifting strategy. Additionally, they shed light on the benefits of leveraging Asset Care and Annuity Care products for effective estate planning.
Welcome back to our monthly market updates with CIO, Clint Sorenson and VP of Sales, Tony Wilson! This market update, Tony and Clint discuss banking, SVP, war, and inflation.
Tune in to this special episode with Kelly Lytle, VP of sales for Proformex and Tony Wilson, VP of Sales for ORG. Listen in as they discuss how the Proformex platform can help identify replacement, conversion, life settlement and other opportunities in our agent’s book of business within a streamlined process.Over the past 4 years, ORG has partnered with Proformex to identify replacement, conversion, life settlement and other opportunities within our agent’s book of business within a streamlined process.
On this episode of ORGanic Conversations we have guest hosts Lee McAllister, Agent Sales Manager and Lisa Roose, Director of Long Term Care. Tune in as they discuss our Concierge Platform and how our preferred network of experienced agents can assist with Estate Planning, Business Planning and much more.
Tune in as Clint Sorenson, CIO of ORG Partners and Tony Wilson, EVP ORG Partners discuss the inside scoop on the current market trends, global wars, investing, and AI.
On this episode of ORGanic Conversations, Clint and Tony discuss ORG Partners' growth and new platform roll-outs, market volatility, and global and economic impacts.
On this episode of ORGanic Conversations, Clint and Tony discuss December's market update, trends, global and political impacts, and growth opportunities!
On this episode of ORGanic Conversations, Clint and Tony discuss this month's market update, trends, and how ORG Partners can help you with new business opportunities.
On this episode of ORGanic Conversations, Clint and Tony discuss this month's market update, trends, inflation, global and political impacts, and Twitter.
Join in as Clint and Tony discuss inflation, rising interest rates, recession and, growth opportunities with ORG Partners.
Clint Sorenson, ORG Partners CIO, and Tony discuss inflation, international markets, the fed tightening and how these issues are reflected within the ORG Partners planning process.
Tony and Marc discuss how the demand for LTC planning continues to grow, how to identify the right products and simplify the insurance solution set and what sales process the top LTCi Specialists use to save time and help their clients get more meaningful coverage.
Tony and Clint discuss the ORG Partners RIA platform, market trends, and where we are headed from a monetary perspective.
Tony and Clint discuss market trends, volatility, inflation, Bitcoin, Elon and Tesla, and planning with ORG Partners.
Tony and Clint discuss risk markets, crypto, growth opportunities, oil as a monetary reserve and other market trends going into Q3.
In this episode Clint gives us a rundown on market trends and new business opportunities and what that means for ORG Partners.
Join our host Tony Wilson and ORG Partners' CIO, Clint Sorenson, as they talk about updates within ORG Partners RIA and movement in the market.
Join us as we discuss the state of the life insurance industry and where the market is heading. We’ll discuss a new innovative and streamlined life settlement process and how ORG can help you work your book of business to identify new opportunities.
Jim Purdy and Paul Bowen, Life Settlement Industry experts will join Tony Wilson, EVP at ORG in this roundtable discussion.
Join us as we discuss Premium Financing Life Insurance policies in a rising interest rate environment. We’ll discuss new financing strategies, how we’re servicing the current ORG in-force block of business and will cover several case studies on actual ORG cases that we’ve placed in 2022.
Presented by Tony Wilson, EVP at ORG and Wayne Reyburn, ORG Premium Financing Specialist
Tony and Kimberly discuss this exclusive Vitality program offered by John Hancock and how writing a simple term policy can help you client’s with their wellness needs and can separate your practice from your competitors.
Tony, Matt, and Ryan from Nation Wide discuss how to implement the free business valuation into the advisor’s practice and how this tool can identify uncovered opportunities for your practice and assist your clients with their business planning needs.
Tony and Pat discuss the new Protective Exec UL platform and how this group carve-out policy can help you close larger deals for your business clients.
ORGanic Conversation's fourth installment features Ryan Patton and Matt Reddick from Nation Wide. Listen in as our host Tony Wilson and our guests discuss Business Valuation.
Join Tony as he speaks to Retirement Architecture’s Brett Saso. In this episode, they discuss bad deals with Uncle Sam, the creation of the Wealthspan report, and the partnership with ORG.
In this episode Tony is joined by Dustin Johnson our EVP of Marketing. Join in as they discuss a new direct to consumer fact finder, quoter and e-application for life insurance, the Rocket Mortgage partnership, the Integrity partnership platform, ORG’s Roth Conversion platform and several planning concepts that can help you kick off your year!
Welcome to our first ever episode of ORGanic Conversations! Join our host Tony Wilson, EVP of Sales and President of One Resource Group, Todd Stewart as they discuss history, present, and future of ORG and the brokerage business.