Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

A Life-Changing Partnership | Derek Notman

15 Mar 2025 · 1 min

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Derek Notman recounts a pivotal career moment while living in northern Vermont with a young child. At the time he was a producer at New York Life and met another producer at an industry conference; after follow-up calls (the other producer lived in Wisconsin), the two agreed to pursue a nationally approved program for New York Life as 50/50 partners.

Questions this video answers

Northern Vermont

Producer at New York Life

At an industry conference

Wisconsin

50/50

Chapters

At the time, we were living in northern Vermont, and we had a new kid at home, like, less than a year old, you know, and so trying to figure out the whole, like, parent thing. And at that point, I was a producer at New York Life and ended up meeting another producer at a industry conference where, long story short, he had gotten a program approved for New York Life on a national level, and he was looking for others to be involved with that. We got to talking, you know, at that conference and the numerous calls later. And he lived in Wisconsin, by the way. And long story short, he's like, you should do this with me. 50 50. And let's make a run of this thing. We've got a heck of an opportunity here. Let's go.