09/29/20 - Winning with Annalee - Bob Beargie of Mainstay Financial

Pensacola Expert Panel

Sep 29 2020 | 00:54:31

00:00 / 00:54:31

Show Notes

Bob Beargie of Mainstay Financial Group joins the show to discuss the past, present, and future of federal estate taxes as well a inheritance taxes and setting up a trust across state lines.

Other Episodes

Episode 0

April 06, 2021 • 00:54:13

04/06/21 - Winning with Annalee

This episode Bob Beargie covers the topic of transferring assets after death. (He gives examples of assets that do not go to probate: Assets...

Episode

November 11, 2025 • 00:24:55

11/11/2025 Affiliated Insurance Pensacola

Chad Picou, General Manager, joins PEP Talk with Meg to discuss the services provided by Affiliated Insurance (Blue Cross partner) , the current enrollment...

Episode

April 24, 2026 • 00:24:55

04/24/2026 Visit Pensacola

Nicole Stacey, VP of Destination Development joins PEP Talk with Meg to discuss Visit Pensacola's role in destination marketing for Pensacola and Northwest Florida,...