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Our podcast is tailored to those in the RIA space. More knowledge equals less fear or the unknown, so we are here to kick open the toolbox, play with the tools, and have a honest/blunt conversations about the insurance toolbox accessable to you and your clients.
17 Episodes
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In the latest CBS Spotlight episode, retirement expert and economist Tom Hegna shares his insights on achieving a financially secure retirement. With over 30 years of experience, Tom emphasizes the importance of guaranteed lifetime income and offers strategies to ensure financial stability throughout retirement. His engaging presentation simplifies complex financial concepts, making them accessible and actionable for all.
In this episode of CBS Spotlight, co-hosts Eric Alvarado and Ted Hikes interview Kara Murphy, Chief Investment Officer of Kestra. Kara shares her unconventional journey into finance and reflects on her experiences, which ultimately shaped her investment philosophy. Emphasizing the importance of making an impact beyond just financial gains, she discusses her roles and responsibilities at Kestra and how she fosters relationships with financial advisors to help their clients make informed decisi...
In this episode, Matt Regan from Wealthcare Capital Management discusses the importance of goals-based financial planning and the evolution of the financial advising industry. He highlights the shift towards holistic wealth management, the value of empathy in client relationships, and the support Wealthcare provides to independent advisors. Regan also shares insights on industry trends and the significance of personalized client experiences in successful financial planning.
In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes speak with Aaron Anderson, president of FIT Asset Management, about the integration of insurance and investment strategies in wealth management. They explore Aaron's journey into the finance industry, the philosophy behind FIT, the importance of effective communication and listening to clients, and the firm's impressive growth in assets under management. Aaron emphasizes the significance of understanding clients' holistic fin...
In this episode of CBS Spotlight, we sit down with David Reynolds, a leading expert and partner at Spearhead, to delve into the world of Private Placement Variable Universal Life (PPVUL) insurance. David shares his insights on when PPVUL can serve as a planning tool for high-net-worth individuals. We discuss the mechanics of PPVUL, its potential benefits, and when it’s an appropriate fit. If you're curious about PPVUL, this episode is packed with valuable insights you won’t want to miss. Disc...
In this episode of CBS Spotlight, we’re joined by Andrea Caruso, Senior Vice President and Chief Operating Officer of MIB Group, to explore how MIB is shaping the future of the insurance industry. Andrea shares her insights on leveraging data and analytics to drive innovation, improve risk assessment, and streamline underwriting processes. With her extensive expertise, Andrea sheds light on how MIB is empowering insurers to make smarter decisions while enhancing the customer experience. ...
Petersen International Underwriters’ Derrick Pfau shares expert insights into the world of excess disability insurance and specialty coverage. Learn how these innovative products address gaps left by traditional insurance, offering critical protection for high-income earners and unique professions. Perfect for advisors seeking to enhance their offerings and clients looking to safeguard their financial future, this episode highlights strategies to achieve comprehensive coverage.
We’re thrilled to have had Jason Gordo, Co-Founder of Modern Wealth Management (MWM), join our latest CBS Spotlight podcast episode! Jason shared insights from his impressive career leading up to building MWM. We delved into MWM’s unique approach to financial planning, how they build a winning culture, the critical role of risk management, and how insurance enhances client strategies. Don’t miss this engaging conversation with one of the industry's visionaries. Listen now and discover h...
CBS Spotlight talks with Karen Reifel, Senior Wealth Advisor, and named “Advisor of the Year” at Beacon Pointe over the insight of creating, implementing, and running a successful career in the financial services industry. You do not want to miss Karen Reifel’s insight, all of this and more on the next CBS Spotlight.
Join Michael Kohrmann and Eric Alvarado for the latest episode of CBS Spotlight as they welcome Matt Gibson, Head of Behavioral Insurance Activation at John Hancock. Matt joins our team for a discussion on new screening techniques and wearable health devices that are transforming financial planning and insurance. He touches on expert strategies for effectively discussing health and insurance with clients, and explores how these innovations influence longevity and support healthier lives. ...
We are back with a fresh episode of CBS Spotlight and the final installment of our three-part series with Bill Comfort, CSA, CLTC, owner of Comfort Long Term Care and Director of Training for the Certification for Long-Term Care (CLTC) designation. Bill joins our hosts Michael Kohrmann and Eric Alvarado to discuss his insights on the latest trends and best practices in the industry, highlighting the importance of comprehensive planning and proactive strategies for securing long-term car...
We are back with a fresh episode of CBS Spotlight and the second installment of our three-part series with Bill Comfort, CSA, CLTC, owner of Comfort Long Term Care and Director of Training for the Certification for Long-Term Care (CLTC) designation. Bill joins our hosts Michael Kohrmann and Eric Alvarado to discuss how advisors can prompt a discussion around LTC planning with their clients, specifically exploring how advisors can discuss the clients’ needs, as well as the needs of their paren...
Our hosts Michael Kohrmann and Eric Alvarado sit down with Bill Comfort, CSA, CLTC, owner of Comfort Long Term Care and Director of Training for the Certification for Long-Term Care (CLTC) designation. We are thrilled to spotlight Bill's perspective as an industry-leader in this three-part series on long-term care insurance. In today's episode, he offers his take on the current LTC landscape and why having a strategic plan in plan is so essential for aging adults.
Join CBS Spotlight as Melissa Bova, SVP of State Affairs at Finseca, discusses about long-term care and its current place in the legislative process. Do not miss what Melissa has to say; LTC helps people achieve financial security and is an important part of every financial plan.
Join CBS Spotlight as Army Robinson, Chief Advocacy Officer at Finseca, discusses the upcoming Tax Sunset. Do not miss what Army has to say; there are strong potential changes for both you and your clients.
Join CBS Spotlight as we discuss the truth and misconceptions of annuities with The founder, creator, & CEO of Wink Inc. & Moore Market Intelligence - Sheryl Moore! Gives us a listen, you might be surprised what Sheryl Moore has to say.
In this episode of CBS Spotlight, we lay down some ground rules. Never assume someone else has the same knowledge or experience you do. We go over key terminology in the Risk Management space advisors and RIA’s need to know, because everyone should have a good foundation.
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