Podcasts about aalu

In this episode of the Discovery Series: Unplugged, we sit down with Trevor Witt, AALU, Chief Underwriter at Desjardins, to explore the strategies advisors need to succeed in large case underwriting. With over 20 years of experience, Trevor shares insights into demystifying common myths, the importance of a well-crafted cover letter, and how modern underwriting is evolving. From understanding reinsurance limits to the role of social media in risk assessment, this episode is packed with practical advice for advisors looking to score big in their practice.

Peachie Thompson, AALU, ALMI, ACS interviews Mario Nardone, CFA of East Bay Investment Solutions and they talk about some recent economic and market updates, latest banking turmoil, March madness in the financial world, labor market, global economy, and dollar strength.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews one of the partners of Paragon Wealth Strategies, Scott Snider, CFP®, RICP®. Hear Scott's journey in the financial industry from working for big banks to owning then selling his own Registered Investment Advisor firm.

https://peachinsurance.net/just-peachie-show Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an award winning Filipina lawyer, Atty. Jonah Toleno. They talk about litigation in business, securities and financial services industry as well as what a successful "Pinay" lawyer does, tips on how to avoid litigation and a story of an Aushwitz survivor.

https://peachinsurance.net/just-peachie-show Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews aging expert and gerontologist, Barbara Micheletti, MS, founder of Interrupting Aging. They talk about how to slow down the aging process, especially as a woman, the connection of financial health and getting old as well as topics related to aging gracefully including long term care.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an amazing realtor and owner of a real estate brokerage, Tanya Cosmini of Realty One Group in Jacksonville and St. Augustine, Florida. They talk about what it means to be a realtor, how to work with one, how they get paid, what's negotiable and what buyers or sellers should pay attention to when buying or selling a home.

Peachie Thompson, AALU, ALMI, ACS interviews Dr. Jordan Hutchinson of Shaping Wealth for part 2 of the "State of Flow".   What it means for advisors, business owners, employees, employers and clients.  They also talk about OCBO (Outsource Chief Behavioral Officer) and his recently published research.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an attorney that focuses her practice on estate planning, probate, business entity formation, and real estate, Julia McKillop, a senior partner at McKillop Law Firm.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 25 years, Adam House, CFP®, President and CEO of ACH Wealth Management. Adam has spent the past 7 years as a wealth management advisor to approximately 700 clients. He is motivated to maximize clients' opportunities and benefits to give his clients a breath of reassurance in their financial world. 

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the investment and financial services industry for over 24 years, Deana Brown, CFP®, CDFA™, Managing Director of Contemporary Financial Planning. Deana specializes as an advocate for ultra-high-net-worth women who are about to or are going through the divorce process.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 28 years, Michael Prothe, Brokerage Sales Director for Disability Insurance of Mutual of Omaha. Michael has over 15 years of experience as a financial advisor and 13 years in the disability insurance world. They talk about the value of having disability insurance as a tool to protect your income.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who comes from the legal profession with a strong business background and understands the excitement and struggle of a new business venture, Richard Brooks II, Esq., the founder of St. Augustine Law Group. They talk about the value of an attorney in the early stages of the business and practical concepts of entrepreneurship.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has over a decade of experience in finance and accounting, Chad Holmes, CPA, CFP® of Formula Wealth. They talk about the volatility of the stock market and how it affects your investments.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews a trailblazer in the financial services industry who is the catalyst for a program for aspiring financial planners, Ms. Hannah Moore, CFP. They talked about budgeting blocks, virtual externship, and career change.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an awesome expert in short-term and long-term rental investing, Ms. Andrea Ducharme. They talked about real estate investing and managing Airbnb rentals.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is passionate about simplifying wealth management and making it accessible to everybody, Ms. Jane Mepham.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an expert in the 'flow' and Director of Partnerships of XYZ Planning Network, Mr. Jordan Hutchinson

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Blaine Thiederman, MBA, CFP® who is an award winning tax and financial planning expert specialized in helping high-earning individuals. They tackled ways on how to counter inflation.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Ryan Frailich, CFP® who aspires to help people who feel overwhelmed with their finances, always wondering if they're making mistakes and are taken advantage of or shut out by our financial institutions.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Ms. Cheryl Canzanella, CLU, ChSNC, LUTCF who is passionate about educating people on the financial consequences of the opioid epidemic, who has been in the insurance brokerage business for 23 years.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews a dedicated educator, Jo Lawson, Director and Facilitator of Sapna Academy. They talk about the self-directed learning and its benefits for the development of children and its difference from traditional learning. Empowerment of children and instilling a sense of compassion and empathy were also one of the topics.

Bhairab Aryal is regarded among one of the best of comic writer in Nepali literature. This is the narration of his one of the famous comic collection "Galbandi". 1. Uudaunu sita ekchin uudha 2. Churot ; kehi jhilimi samsaran 3. Tauko 4. Galabandi 5. Aalu 6. Model Manche 1967 7. Pachhissau satabdi aanga pratyanga ma 8. Ehh jya bhusukkai 9. Sadhe 10. Saat sutriya sahitya darpan

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an awesome health consultant, Dr. Vasco Valov, Founder of Abundant Life Health Center. They talk about high-performers and how he is able to help them and some health tips for people who wants to turn their health around.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Katie Burke, CFP® President and founder of Method Financial Planning and co-founder of Equita.  They talk about time management and balancing Katie's roles as a mother of two young boys and running two businesses. They also discussed what Equita does for women financial planners.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews certified health coach, personal trainer and owner of keeping health simple club, Ms. Alexia Lewis. They talk about meal planning, eating healthy and sticking to the plan to stay fit and energetic in all aspects of life.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews successful fee-only advisor for female lawyers and women executives, author of Corner Office Choices, co-founder of Equita Financial Network, and someone who believes that women are unstoppable, Bridget Venus Grimes, CFP®. They talked about financial issues of professional women especially women in executive positions. Financial anxiety was also tackled during their discussion.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews financial planning industry trailblazer, Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors. They talk about a key pain point of many financial planners and business owners: succession and emergency exit planning. They also discuss, Brooklyn's unique business model. This episode is for financial planners, and they will answer the question: "Why do financial planners need another financial planner to help them?" but, if you are a business owner, some of what they talk about may also apply to you. Enjoy! 

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an amazing pair of financial professionals. Beverly Whitman, CPA, CFP® of Whitman Wealth Management and Adam Drake, CFA of Highland Investment Advisors. They talk about what it means to have tax, financial and investment planning under one roof as well as what happens when you do have them integrated. Also, here you will learn one key difference between a fee-based financial planner and fee-only financial planner.

many things happen everyday around us and in our life. Some of these things prove to be good for us, while many things prove to be wrong for us. But when these things keep happening to us, I think the most important thing is what is happening inside us? How are we afraid of these things? What we become in the end depends on how we deal with the situations happening to us. So friends, we will talk deeply about this topic through a story which I am going to tell you today.

RAAGA | Unna Oru Aalu Parpanga -EP1 #RaagavilMarmaDesam

RAAGA | Unna Oru Aalu Parpanga -EP2 #RaagavilMarmaDesam

Listen to SOA Committee on Life Insurance Mortality and Underwriting Surveys members Joel Jones, AALU; Scott Morrow, FSA, MAAA; and Norm Leblond, FALU discuss the Emerging Issues in Underwriting Survey Report with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research.

Bii bii bii, baawoo Madi xa Tawureta karaŋ, a se toŋñaa niŋ faniyaa tobo ñoxoŋ na. Ite duŋ? Ite fanaŋ se woo ke ba?

LMH LUNCH 23 SEPT SOOKE AALU by OLIVE SUNO RADIO NETWORK

When it comes to the physical and economic impact of COVID-19, many are questioning what our future could look like, especially from a policy standpoint. To explore this question, Iván Watanabe joins Joshua Caron for today’s episode. As the vice president of legislative affairs at AALU & GAMA, Joshua shares his insight into the government’s … Continue reading COVID-19: What’s Happening on the Hill? — With Joshua Caron →

Aalu Maalu Kaalu (Hindi) by The Kahani Project

This month, AALU is joined by Congressman Denver Riggelman (R-VA-5). Rep. Riggelman, who sits on the House Financial Services Committee, is a former military intelligence official in the US Air Force, and a distillery owner with a gregarious personality. In this episode, we chat with the Congressman about his first year in Congress, what he’s learned, and his goals for the future.

Jeri Turley, Principal at Winged Keel Group, discusses M’s commitment to client advocacy, the M Government Affairs Committee, the important work our advocacy partners perform, her Chair-Elect role with AALU, and the importance of fighting for issues that matter to us.

Welcome back to AALU’s Ambassador Insider Podcast for our first episode of 2020! This month, our guest Larry Raymond will guide you through the newly passed SECURE Act. Larry is a top expert on pensions, life insurance, qualified and non-qualified plan opportunities with over 30 years of experience in the field. He was awarded the E.H. Meyers Jr. Memorial Award for outstanding service to the life insurance industry in 2006, and formerly served as President of AALU. In this episode, Larry gives a clear picture of the legislation’s key components and the implications for your business and your clients – both immediately and in the long-term. Dive in and learn how to make the most of SECURE, one of AALU’s many legislative win of 2019.

Tune in this month to hear from the AALU Government Affairs team who discuss all of the recent developments in Washington. In this episode, Chris Morton, EVP of Government Affairs and Business Strategy, and Armstrong Robinson, VP of Legislative Affairs, overview AALU’s recent Board of Directors meeting, outline recent developments related to the SECURE Act, and offer their prospective on the Democratic primary and 2020 election. Be sure to listen and stay up to date on AALU’s advocacy activity!

Tune in to this month’s edition of AALU’s Ambassador Insider podcast to listen to Chris Morton, EVP of Government Affairs at AALU, chat with Representative Brad Schneider (D-IL). In this episode, Rep. Schneider recounts his journey to Congress, his previous career in life insurance, and the parallels between selling life insurance and political advocacy. Rep. Schneider’s journey from life insurance producer to Member of Congress informs his unique perspective on AALU’s work on Capitol Hill. Be sure to give this interview a listen!

In this month’s edition of Ambassador Insider, Armstrong Robinson, VP of Legislative Affairs at AALU, sits down with AALU-endorsed Representative Jackie Walorski (R-IN) to discuss her inspiration for serving in Congress, the importance of constituent advocates, and her outlook for retirement and tax agenda in the 116th Congress.

As CEO of AALU, Marc Cadin is the chief advocate and spokesman for advisors who offer financial security to 75 million American families. Cadin started with AALU in 2000 as Associate Director of Legislative Affairs and has been CEO since September 2018. Every day, Marc Cadin wakes up and thinks about how he can better serve the financial security advisor and broader profession. Since 1957, the Association for Advanced Life Underwriting has been the leading organization of financial professionals who provide life insurance and retirement planning solutions for individuals, families, and businesses.

In this "flash back" episode, recorded before the recent election, Randy and guests discussed the now dead DOL and the SEC and state efforts to step into the mix.   Predicting that the SEC will issue guidelines next year, California is likely following NY into Best Interests regulations for life insurance.   This podcast briefly addressed the three pieces of tax legislation passed in the House this fall –(1) making permanent Individual tax cuts, (2) small business stimulation, and (3) family savings.   

Randy and guest, Marc Cadin new CEO of AALU talk about the future direction of this important organization. Marc’s inspiring view of the important mission of our industry is a “can’t miss” moment.  Get the full rundown on Marc’s predictions for what could be coming for new tax changes and legislative changes going through the fall election and into 2019. 

Shotu from Satwari takes dig on city issue. He has everything in his deck of cards to make you laugh

This month, Josh is joined by AALU’s Armstrong Robinson and David Hollingsworth to discuss the Comey hearing and Russia investigation, the state of the health care bill in the Senate and the current status of tax reform and the DOL.

Would you like to learn how to keep more of the money you make and have tax free income to live on in retirement?  I recently spoke with  Cheryl Fields on my podcast about this very subject.  Cheryl is a speaker, Founder of Lifestyle Wealth Group and creator of the Wholistic Wealth for Women approach to financial security where she teaches people how to get out debt quickly, stay out of debt, and have tax free income they can use for a stress free life in retirement. An entrepreneur for over 35 years, Cheryl began her life over after escaping 4 years of abuse in a fraught relationship. She then reinvented herself to become a champion for the American family and in support of the women who want to know that they can lead life on their own terms. A former financial planner, Cheryl was new to the industry when the market crashed in 2008. She saw people losing much of what they had worked so hard all their lives to save. She had the insiders view on what was happening, and realized that many families would have to cut back their lifestyle for decades to come. That, she thought, just can't be the ONLY way. So she found out what wealthy people do, and how they weather the ups and downs of the stock market, downturns in the economy, and how they keep more of what they make.  She learned how they put their money to work for them, have both time and money, and have tax free income to live on in retirement. Cheryl speaks at women’s events, corporate events, and to groups and association across the country and is a regular guest on radio shows and podcasts, where she shares how the Wholistic Wealth for Women™ approach is the Next Evolution in Wealth Creation™ and provides women, and their families with a way to get out of debt, stay out of debt, and have tax free income in retirement (it works for men, too!). She is a sub committee co-chair for the Professional Communication and Diversity committee for the AALU in Washington DC, where she advocates for American families on Capitol Hill, and helps legislators craft regulations that benefit hard working men and women, and the people that count on them.   Cheryl Shares her Message Here: For the last 35 years Americans have been duped by the 401k and IRA (tax deferred) systems that we've been told are the way to a carefree retirement. Banks are making a fortune by keeping us in debt. The IRS gets a 600% return on YOUR money if you defer the tax for only 35 years. Financial advisers are making twice as much as you are off your accounts. Isn't it time we started taking back control of our money, and creating wealth for ourselves and our families, rather than giving it away? The creator of the 401k said it was "oversold" and could never provide all that they said it could.  So we've been lied to for over 35 years! That infuriates me. (Wall Street Journal Jan 3rd, 2017 - Front page)   Cheryl’s Why: “Because I was an independent woman, with a business, and it wasn't enough when the s**t hit the fan and I was out on my own in the blink of an eye. I want to share these 100 year old strategies with everyone, so that they can make their own decision about their life, and have the financial security to have, or do, or be anything they want to be, and to provide for their kids or aging parents in any way they see fit. It's our money, and we should have it to use however we want to.” You can connect with Cheryl on her website at http://www.lifestylewealthgroup.com/, on Twitter at @CherylFieldsInc, on Facebook at https://www.facebook.com/CherylFieldsInc, and on LinkedIn at https://www.linkedin.com/in/cherylfieldsinc/.   Resources: The W.E.A.L.T.H. Report:  http://www.lifestylewealthgroup.com/report Wholistic Wealth Facebook Group:  https://www.facebook.com/groups/wholisticwealth/ Cheryl Fields is a speaker and Founder of Lifestyle Wealth Group, Author of The W.E.A.L.T.H. Report (ebook) and creator of the Wholistic Wealth for Women approach to financial security where they teach people how to get out debt quickly, stay out of debt, and have tax free income they can use for a stress free life in retirement. Her new book "Zero Is The New Million - How to pay less in taxes and be well on your way to the millionaire lifestyle will be available soon.  

This month, Josh sits down with AALU's very own Mike Gleeson and David Hollingsworth to discuss the newest additions to the presidential administration. We also hear from the current President of AALU, Chris Foster, who talks about his term so far.

This episode features Alane Dent of ACLI, Doug Lathrop of New York Life and Justin Brown of AALU who give a DC insider’s perspective on the election of Donald Trump, what it means for governance in Washington and what the challenges and opportunities for the life insurance industry early in a Trump administration.

Policy experts Justin Brown, David Hollingsworth and Michael Gleeson get together to recap AALU’s webinar on the election of Donald Trump and answer AALU member questions about the DOL Fiduciary Rule, tax reform and the estate tax.