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2 episodes with insurancehow
2 episodes with insurancehow
"Prepare for the unexpected, and protect yourself accordingly."Episode SummaryIn this episode we welcome back Second Amendment attorney Peter Tilem of Tilem and Associates. The conversation centers around legal defense for gun owners in New York, with a focus on Peter's New York TAC Defense prepaid legal plan as a solution to the lack of concealed carry insurance options in the state. The hosts and Peter dive into recent gun law headlines, including Supreme Court decisions on age restrictions, mass shootings and legislation, safe firearm storage, and the persistent hypocrisy in American politics. With a mix of insightful legal discussion, entertaining banter, commentary on social issues and gritty real-world examples, this episode will keep you informed and entertained.Topics covered include:Navigating New York's hostile legal climate for gun ownersThe practical benefits of prepaid legal defense versus traditional insuranceHow recent court decisions impact 18–20-year-old gun owners nationwideResponses to mass shootings and the effectiveness (or lack thereof) of new gun control lawsGun storage, responsible ownership, and the importance of preparednessThe political hypocrisy affecting gun owners, with sharp commentary on current eventsThe impact of AI on research, law, and everyday interactionsEntertaining takes on pop culture headlines—from Photoshop fails to tone-deaf space tripsCall to Action1. Join our mailing list: Thegunexperiment.com2. Subscribe and leave us a comment on Apple or Spotify3. Follow us on all of our social media: Instagram Twitter Youtube Facebook4. Be a part of our growing community, join our Discord page!5. Grab some cool TGE merch6. Ask us anything at AskMikeandKeith@gmail.com5. Be sure to support the sponsors of the show. They are an integral part of making the show possible.Join New York TAC Defense:New Yorkers, can get peace of mind and anywhere from $250,000 to unlimited criminal defense representation—sign up with New York TAC Defense. Use code “the gun experiment” at newyorktacdefense.com.Show SponsorsModern Gun Trade SchoolKickstart your gunsmithing hobby or career with courses built for enthusiasts—military discounts available and GI Bill accepted.Learn more: mgs.edu or call (800) 493 - 4114.Cooper's Cast CoffeeShow Mom you care this Mother's Day (and support the show) with premium coffee gift boxes from Cooper's Cask CoffeeCheck out all of their offerings at
Is the Smith Maneuver really the smartest move for the extra money you have sitting around? What about for a corporation's retained earnings?If you're an incorporated business owner in Canada, you've likely heard the hype around using the Smith Maneuver to make your mortgage tax-deductible and accelerate your investments. But what if tapping into your corporation to do it is actually costing you more in income taxes than it's earning in returns? This episode tackles a real-life scenario that flips the traditional advice on its head—and shows how business owners can unlock greater wealth without bleeding money to the CRA.Here's what you'll discover in this episode:Why using corporate funds for the Smith Maneuver can backfire—and what the hidden tax drag really looks like A smarter, tax-efficient alternative that turns your corporation into a wealth engine using high early cash value participating whole life insuranceHow to structure investments inside your business to grow your net worth and your estate—by hundreds of thousands over timeIf you want to protect your wealth and grow it smarter, press play now to rethink how your corporation fits into your long-term financial freedom strategy.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereDiscover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyleif you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.In this episode of the Canadian Wealth Secrets podcast, Kyle Pearce explores why the traditional Smith Maneuver may not be the most effective strategy for certain Canadian business owners with significant retained earnings. By analyzing a real-world scenario, Kyle breaks down the tax implications of pulling funds from a corporation to implement the Smith Maneuver versus using a more strategic corporate wealthReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
In this episode of Don't Go Broke Trying, Reni breaks down everything you need to know about getting life insurance—without going broke in the process.She shares why getting life insurance earlier in life is one of the smartest financial moves you can make, especially if you're building wealth or have people who rely on you. Reni also unpacks the different types of life insurance in a way that actually makes sense and gives her best tips for choosing the right coverage for your needs and budget.If the topic of life insurance has ever felt confusing or overwhelming, this episode is your no-stress guide to getting protected without sacrificing your financial goals.What you'll learn in this episode:Why getting life insurance early can save you money in the long runThe difference between term life and whole life insuranceHow to decide which type of insurance is right for youWhat to look out for when shopping for a policyHow to avoid overpaying or getting unnecessary coverageReni's personal tips on protecting yourself financially and wiselyWhether you're just getting started or revisiting your current plan, this episode will help you get the coverage you need without breaking the bank.Join Don't Go Broke Collective: https://www.skool.com/dont-go-broke-collective/aboutReni's Broker: https://www.instagram.com/advisoronthego?igsh=c3g1eGZ3cXNla250 Connect With Us!Follow the podcast on Instagram: https://instagram.com/dontgobroketrying Follow Reni on Instagram: https://www.instagram.com/xoreni Visit our website: renitheresource.com/category/podcastFollow on Twitter: twitter.com/dgbtpodSubscribe to Reni's YouTube: https://youtube.com/xoreniDISCLAIMER: The views and opinions shared on this channel are for informational and educational purposes only. This is NOT financial advice. Always do your own research and due diligence before investing.
What do you do when your Airbnb guest sues you—and the case drags on for years? In this solo episode of Cash Flow Positive, Kenny Bedwell shares the behind-the-scenes story of a lawsuit that caught him off guard, how he navigated the legal chaos, and the surprising truth about LLC protection and short-term rental insurance.This isn't just a cautionary tale—it's a wake-up call for every real estate investor who thinks they're safe behind an LLC. Kenny breaks down exactly what happened, why it matters, and how you can avoid the stress and financial risk that comes with unexpected accidents, lawsuits, and worst-case scenarios.If you're investing in STRs or planning to, this episode is essential listening. From legal layers to loss-of-income coverage, Kenny walks you through the lessons he learned the hard way—so you don't have to.If you've enjoyed this episode of the Cash Flow Positive podcast, be sure to leave a review and subscribe today! Listen now and enjoy!In This Episode You'll Learn:Why your LLC might not protect you the way you think it doesWhat to do immediately if a guest is injured at your propertyThe most underrated mistake STR investors make about insuranceHow to assess the right coverage for your risk level and marketWhy loss-of-income coverage is non-negotiable in disaster-prone areasThe tipping point when you should start building layered asset protectionWhy having a great attorney isn't enough—they need to review your policies tooAnd much more...Resources:Connect with Kenny on LinkedInFollow Kenny on Instagram
Take control of your financial future and stop relying on banks. In this episode of Getting Real Live, Monick Halm sits down with Hannah Kesler from The Money Multiplier to break down Infinite Banking—a powerful wealth-building strategy that lets you create financial freedom and fund your real estate investments with your own banking system.In this episode, you'll learn:What Infinite Banking is and how it worksHow to use it to fund real estate deals and investmentsWhy wealthy families like the Rockefellers have used this strategy for generationsThe biggest myths and misconceptions about whole life insuranceHow to start implementing this strategy in your lifeThis conversation will shift the way you think about money and show you how to make it work for you instead of the banks.Resources & Links:Watch the Free Infinite Banking Presentation: TheMoneyMultiplier.com/presentationRead Becoming Your Own Banker by R. Nelson NashFollow Hannah Kessler: @TheMoneyMultiplierLearn More at: TheMoneyMultiplier.com
Hello! Send us a quick text, comment or feedback. We would love to hear from youWe're continuing in the year with an insightful discussion featuring two leading voices in the #InsurTech space speaking on the State of Insurance & Innovation on the African Continent.Rahab Kariuki, Engagement Director at Busara, agronomist, and seasoned insurance professional with over a decade of experience across Africa. Her perspective? “The industry is moving.” But where exactly is it headed, and how can innovation steer its course? Dr. Ikpeme Neto, Founder/CEO of Wellahealth, sheds light on the numerous untapped opportunities within the insurance industry. But how can we recognize and harness these opportunities in a constantly evolving landscape? In this episode, we cover: The trends shaping the future of #InsurTechinAfrica Why Africans do not buy InsuranceHow innovation is driving inclusive and accessible insurance solutions Embracing momentum and navigating the industry's growing ecosystem Whether you're a seasoned professional or new to the industry, this conversation is filled with practical insights and forward-thinking ideas to inspire fresh perspectives. Read the latest article on IBS Features here with Bryan FalchukCheck out our free resources on InsurTech ecosystem and innovation in the African Insurance space here https://linktr.ee/insurtechbusinessseriesJoin our IBS community on LinkedIn, Twitter, Instagram
Sales Closing Dates are quickly approaching, with February 28 and March 17 as deadlines for a majority of FMH policyholders. FMH experts Ken Ripley and Derek Watters join Dave in our 2025 Crop Insurance Decisions episode to discuss the major considerations farmers across the country need to make this year when it comes to their risk management plan.We'll cover what farmers need to know while they make their crop insurance decision for spring 2025, including:Updates to the federal programUpdates to FSA programs and how those play into crop insuranceHow to choose coverage considering current crop prices
If you aren't following Pat West, @Hedgequote on X you're missing out, but now you can get a big sample of his insights and extensive knowledge.In this episodeWhy APIs are still important in the connectivity experience for agents and brokersUnderstanding the nuances of embedded insuranceHow to look at AI as a tool for the future and not a threatThe data 'gatekeeping issue' within insuranceChallenges with embedded insuranceHow brokers and agents may have won the branding war and not realize itPat is a sincere guy with a ton of knowledge and insight about the future of insurance sales and technology and he graciously shares perspectives on many hot issues.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of Redlines, we hear the sobering story of Joan, an experienced but unlicensed architecture professional who faced a devastating lawsuit that threatened her career and livelihood. Joan shares her journey of running a successful design practice for years, only to have it come crashing down due to a dispute with foreign investors on a challenging hillside project.As Joan recounts the details of the case, we gain insight into the precarious position many unlicensed designers find themselves in, despite years of experience and expertise. Her story highlights the complex interplay between licensure, legal liability, and industry norms, especially in residential architecture.Through Joan's experience, listeners will gain a deeper understanding of the risks unlicensed professionals face, the barriers to licensure that persist in the field, and the lack of protections available when legal challenges arise. This episode serves as a stark wake-up call about the importance of licensure while also questioning whether current systems adequately support the realities of architectural practice.Join us as we unpack the nuances of this dramatic story and explore the broader implications for the architecture and design community. Redlines once again gives voice to the rarely discussed challenges that plague the industry, offering valuable insights on navigating these treacherous waters.5 key takeaways:The prevalence of unlicensed professionals in residential architecture and the risks this can poseBarriers to licensure including complex requirements, rolling clocks, and accessibility issuesThe lack of legal protections for unlicensed professionals, even with liability insuranceHow foreign investors and aggressive litigation can exploit vulnerabilities in the systemThe long-lasting personal and professional consequences of facing a major lawsuitQuotes: "My client just said they're being so demanding [and] problematic, so stop responding. I was like, ‘okay.' Then I got served. And I was very confused because the company suing me didn't just sue my company. They sued my company and me as a person. And then the company that filed the lawsuit—I didn't even know their name.I'm like, who's this company? Who's this suing me for a million dollars?""I really want to share my story because I want people to know that sometimes, especially people in our field, no matter how careful you are with every step you take, there's always that unknown that could hit you hard.Now, looking back, it seems that licensure was more important than I really gave it credit for. And if that's not in your cards at the moment, I want you to know how bad it could get. That's why I'm willing to share. "Relevant Links:Out of Architecture website: https://www.outofarchitecture.comInformation on becoming an Out of Architecture Patreon supporter: https://www.patreon.com/outofarchitectureIf you have resources to share that you think may be helpful to what was discussed in this episode, please email us at: redlines@outofarchitecture.com ★ Support this podcast on Patreon ★
Most OBGYNs are not specifically trained in menopause, which means that women are left to suffer through their symptoms on their own. This week's guest on Found is looking to change that. Joanna Strober is the CEO and founder of Midi, a virtual healthcare platform built specifically for women in midlife staffed with healthcare providers specifically trained to care for people going through perimenopause and menopause.In this conversation they cover:Why there is such a wide gap in care for women's health and the negligent studies that are partly to blameWorking with employers and insurance companies to make sure that their services are covered under insuranceHow the Midi team has raised $100 million despite many investors not understanding the potential market for care for women in midlife(0:00) Introduction(1:27) Midi and Joanna's background(4:38) The care gap(7:12) Building out research-based care protocols(10:00) Demand for menopause care(13:28) Joanna's previous founder experience(17:04) Learnings from starting in VC(19:33) Building out the Midi team(22:56) Working with employers and insurance companies(24:50) Launching in 50 states(28:59) Fundraising experience Found posts every Tuesday. Subscribe on Apple, Spotify or wherever you listen to podcasts to be alerted when new episodes drop. Check out the other TechCrunch podcast: Equity . Subscribe to Found to hear more stories from founders each Connect with us:On TwitterOn InstagramVia email: found@techcrunch.com
Make sure to support this podcast by heading over to Paleovalley.com/NwJ and the 15% off discount will automatically be applied to your first order. _____I'm excited to sit down with Andy Schoonover. We talk about traditional insurance, alternative solutions and much more. Make sure to listen to the full interview to learn more.Andy Schoonover is founder and CEO of CrowdHealth, a community-powered alternative to health insurance that provides a revolutionary way of paying for healthcare bills through crowdfunding. Schoonover was previously CEO of VRI, a healthcare technology company focused on monitoring patients with chronic conditions out of their homes. He is a graduate of the University of Virginia and Stanford University's Graduate School of Business.We discuss the following:All about Andy SchoonoverJudy's experience with insuranceHow does CrowdHealth workInsurance for familyInsurance coverageNegotiating medical billsWhy healthcare is expensiveTraditional insuranceExample of how CrowdHealth worksHow to get started with CrowdHealth_____RESOURCESCrowdHealth____SIGN UP FOR MY WEEKLY NEWSLETTERCHECK OUT MY BOOK, Carnivore CureCHECK OUT MY SECOND BOOK, The Complete Carnivore Diet for Beginners: Your Practical Guide to an All-Meat Lifestyle_____ ADDITIONAL RESOURCESNutrition with Judy ArticlesNutrition with Judy ResourcesNutrition with Judy Podcast_____ FIND ME
What happens to your company when you die? Making sure you have a continuity plan in place can ensure you have a smooth transition and ease the burden on your family. Life insurance can be a big part of that plan. Here's what you need to know when looking for a policy. Topics we cover in this episode include:Why you should start thinking about life insurance when you're youngTax considerations for key person life insuranceHow a buy-sell agreement can help pass the company onHow to keep your company operating as it was after something unexpected happensThe different types of life insuranceLINKSVisit the episode page at https://carpentercpas.com/succession for more details and a transcript of the show.Find all episodes and related links at ContractorSuccessForum.com.Join the conversation on our LinkedIn page: https://www.linkedin.com/company/CarpenterCPAs FIND US ONLINEWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | SuretyAnswers.com
What happens to your company when you die? Making sure you have a continuity plan in place can ensure you have a smooth transition and ease the burden on your family. Life insurance can be a big part of that plan. Here's what you need to know when looking for a policy. Topics we cover in this episode include:Why you should start thinking about life insurance when you're youngTax considerations for key person life insuranceHow a buy-sell agreement can help pass the company onHow to keep your company operating as it was after something unexpected happensThe different types of life insuranceLINKSVisit the episode page at https://carpentercpas.com/succession for more details and a transcript of the show.Find all episodes and related links at ContractorSuccessForum.com.Join the conversation on our LinkedIn page: https://www.linkedin.com/company/CarpenterCPAs FIND US ONLINEWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | SuretyAnswers.com
I get it, trying to wrap your head around life insurance can be pretty overwhelming with all the different choices out there.But let's keep it real and break it down. We're going to figure out what you should really be on the lookout for in a life insurance policy and steer clear of some common mistakes.In this episode, I'll break down the different policy options and dispel the misconception that life insurance is all about making an investment. Even more importantly, I'll point out some traps you should avoid so you don't end up buying something you don't need.Remember, life insurance isn't a one-size-fits-all solution. It's designed for a specific purpose, so you should tailor it to your own needs and goals. Skip the flashy ads and complex schemes, and focus on a simple, straightforward financial plan that suits you.So, give this episode a listen for a deep dive into the world of life insurance.IN TODAY'S EPISODE, I DISCUSS: The pros and cons of term life insuranceThe benefits and drawbacks of whole life insuranceHow to avoid getting caught in misleading investment claimsRECOMMENDED EPISODES FOR YOU If you liked this episode, you'll love these ones:Using Target Date Index Funds to Build WealthHow to Invest in ETFs & Index Fund to Create WealthMy Favorite Investing Accounts (And How to Maximize Your Returns)Why Knowing Your Financial Numbers is Vital to Your FutureTAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com OTHER RESOURCES:7-Day Money Plan Workshop: https://www.TheMoneyPlanWorkshop.comAffluent Entrepreneurs Private Facebook Group https://www.melabraham.com/group/CONNECT WITH ME:Website: MelAbraham.comYouTube: MelAbraham.com/tubeInstagram (@melabraham9): MelAbraham.com/igFacebook Group: MelAbraham.com/group/TikTok: https://www.tiktok.com/@melhabrahamGET MY BOOK:“The Entrepreneur's Solution The Modern Millionaire's Path to More Profit, Fans, & Freedom” – melabraham.com/book/Go to AskMelNow.com to let me know how I can serve you and your financial journey
Confessions of a Freebird - Midlife, Divorce, Dating, Empty Nest, Well-Being, Mindset, Happiness
Have you ever found yourself sandwiched between raising your children while juggling the responsibilities of caring for your aging parents? It can be overwhelming, emotionally draining, and physically taxing. I know firsthand because I cared for my aging parents for over 14 years. In this podcast, I open up about my personal journey as a member of the sandwich generation and share proactive things you can do to ease some of the financial and emotional pressure.In this episode:I share with you the initial feelings of overwhelm and the weight of responsibility that comes with caring for my elderly parents and children simultaneously. I delve into the financial realities of being part of the sandwich generation.I share practical tips that I've learned from being part of the sandwich generation, including:The importance of honest communicationInsights into long-term care insuranceHow to ask for support from othersWhere to find community resourcesReview your parents' expensesHow to check eligibility for government services.Being in the sandwich generation can be challenging and not everything needs to be addressed at the same time. But when you stay proactive and take on bite-sized chunks, it makes balancing raising kids' while caring for my aging parents just a little bit easier.So if you need support managing the sandwich generation, hit the play button, and let's dive in so you can find a little more freedom in your life!Resources from this podcast:- U.S. Dept of Health Services- Looking to hire a caregiver? Consider https://www.care.com/- Eldercare Directory- Legal Zoom - Nolo WillmakerClick here to receive 8 Things You Should Stop Doing In Midlife to Find More Freedom.Sign up for my newsletter here to stay up to date on my upcoming offerings and podcast interviews!Click here to purchase my book: Sandwiched: A Memoir of Holding On and Letting GoConnect with me:Website www.laurieejames.comEmail: laurie@laurieejames.comInstagram: @laurie.jamesFB: laurie.jamesLinkedin: Laurie JamesIf you like this podcast, please follow, rate and review by telling others what you like about this show - your feedback really matters and helps other freebirds find me!***************************************************************************************DISCLAIMER: THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL, MEDICAL OR PROFESSIONAL ADVICE. YOU SHOULD CONTACT A LICENSED THERAPIST IF YOU ARE EXPERIENCING SUICIDAL THOUGHTS. YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE. YOU SHOULD CONTACT A LICENSED MEDICAL PROFESSIONAL WITH RESPECT TO ANY MEDICAL ISSUE OR PROBLEM.
Dr. David Boyd is the Founder and CEO of Blindspot Medical, a concierge medical practice that provides comprehensive health assessments and performance improvement programs to high-level entrepreneurs and executives. He is a doctor to worldchangers, and his mission is to help people achieve their full potential by optimizing their health. Dr. Boyd is a passionate advocate for preventive medicine. He believes that the best way to achieve optimal health is to identify and address potential health problems early on. Blindspot Medical's comprehensive health assessments use cutting-edge technology to identify and quantify a person's health blindspots. This information is then used to create a personalized performance improvement program that helps people achieve their health goals.IN THIS EPISODE, WE TALK ABOUT:The LIE of health insuranceHow your health is your greatest assetHow preventative medicine is the key to longevity and health CONNECT WITH DR. DAVID: www.DavidBoydMD.comInstagram: davidboydmdTikTok: realdavidboydmdYoutube: davidboydmdVallard Advisors: Looking to optimize your taxes, enhance your financial strategy, and build a lasting partnership with a dedicated CPA firm? Our podcast is sponsored by Vallard Advisors, a leading tax strategy and financial planning service. From minimizing tax liability to providing payroll, bookkeeping, and CFO services, Vallard Advisors offers comprehensive solutions tailored to your business and personal goals. Take control of your finances today by scheduling a consultation at www.vallardadvisors.comCONNECT WITH CANDYReceive my weekly email: www.candyvalentino.comFollow me @candyvalentino Grab your copy of Wealth Habits: https://www.wealthhabitsbook.com/Join the Virtual Wealth Habits Workshop: https://wealthhabits.candyvalentino.com/
When it comes to business registration, that only applies to “real” business, not your online business – right? In this episode, I'm here to answer a question listener Cara asked: "My online coaching business isn't registered, and apparently it doesn't need to be, but is there some kind of public liability or protection policy I can add?"In this episode, you'll hear…Whether your online business needs to be registeredThe importance of business insuranceHow proper contracts protect your online businessIf you'd like a shoutout (and a chance to win a $20 gift card), just leave a review on Apple Podcasts and send a screenshot of it to me on Instagram via DMs!Click here to find the full show notes and transcript for this episode.RESOURCES:5 Steps to Legally Protect & Grow Your Online Business [free workshop]CONNECT:Sam on InstagramSam on FacebookOn Your Terms on InstagramDISCLAIMERProduced by Nova Media
Have you been thinking about starting a private practice and wondering how you can grow as a business owner and mom? In this episode of Private Practice Success Stories, I sat down with Amber Reese, one of my Grow Your Private Practice students, to talk about how she did just that. She is not only a thriving private practice owner, but she is a mother as well and her practice gives her the freedom to be there for her family when they need her. Amber Reese, M.A., CCC-SLP is a Texas licensed and an ASHA certified Speech-Language Pathologist with over 8 years of experience. She graduated with her Bachelor of Arts and Master of Arts from Louisiana Tech University. Amber was born and raised in Louisiana but now considers herself a Texan after living in Texas for 8 years, thanks to her husband, Greg. Together they live in Spring, TX with their 5-year-old boy/girl twins. Amber is the owner of Bluebonnet Therapy Services, a private speech therapy practice in Tomball, TX, located in the North Houston area. She specializes in working with the birth-6 years population, speech sound disorders, and orofacial myofunctional disorders. She is passionate about providing family-centered services that are fun, child-led, and play-based. Services are provided in her office, at daycares, preschools, and private schools in the community, and in homes. Amber also offers virtual parent coaching services and community training for parents, caregivers, and teachers.In Today's Episode, We Discuss:How Amber got started as an SLPWhy she decided to start a private practice How networking helped grow her businessWhy she decided to offer insuranceHow relationships can impact your business How the Grow program helped her with her businessAmber's goals for this year I hope you enjoyed this conversation with Amber. She never thought about starting a private practice but decided to take a chance on herself and it's worked out well for her. As a mom, being in control of your schedule is huge, and private practice allowed her to do that. If you would like to know more about our Programs and how we help support SLPs and OTs - just like Amber - who want our help to start and grow their practices, please visit www.IndependentClinician.comResources Mentioned: Visit Amber's website: https://www.bluebonnettxservices.com/Follow Amber on Instagram: https://www.instagram.com/bluebonnettherapyservices/Follow Amber on Facebook: https://m.facebook.com/bluebonnettxservicesWhere We Can Connect: Follow the Podcast: https://podcasts.apple.com/us/podcast/private-practice-success-stories/id1374716199Follow Me on Instagram: https://www.instagram.com/independentclinician/Follow Me on Facebook: https://www.facebook.com/jena.castrocasbon/
Brian Poppe worked for Lincoln Financial Group for a period of time and then came over to Mutual of Omaha a little more than 13 years ago. From pricing and product development at Lincoln Insurance, he worked his way up in risk management at Mutual of Ohama. Brian also created and led the innovation practice for a couple of years, led one of the PNLs, worked on tech modernization, a bridge between business and IT strategy. He is now Chief Data officer - we can say he's exempt in the data world! In this podcast, learn about: Friction between data privacy and personalization. How do you protect customer privacy and what are the legal implications? How do you make sure you're not intentionally/unintentionally biasing some of the models that you're using to either recommend or automate underwriting?Personalization of the customer experience. How do you help your customers pick the right policies? How do you earn their trust to be able to provide them with the right recommendations? Whether human interactions will continue to be crucial for consumers' decision-making process and how AI is impacting insurance and potential future applicationsHis Pilot AI with chatbots, and the experience of an interactive agent call centerThe future of insurance and the implications of embedded insuranceHow inflation is impacting insurance businesses and consumersDiversity equity and inclusion in the insurance space «So one of the things that we, and I suppose many others in the insurance industry, have learned is as much as you want to give an automated recommendation to a customer because it's such a personal and financial decision, customers want confirmation that they're making the right choice. So we can put a recommendation engine out there that helps customers pick a policy, they will still want to talk to a person to verify that they're on the right path» But how to ensure the protection of consumer data privacy while serving their needs for a more personal touch? « The technology industry has greatly advanced the ability to do that in a way that protects both customer privacy while still allowing you to do the types of personalization that customers are coming to expect from other industries (…) for example through anonymize the data either through consolidating it in a way or tokenizing it »
HOW DO YOU ENSURE YOUR FUTURE?Welcome to another episode of The Game Changing Podcast, and today is one tough cookie as we have James Johnson, a strong personality with a big heart and a passion for planning for your future. James will be sharing his story and how important it is to plan ahead, especially with your money. GAME CHANGING MOMENTS:Introduction James Johnson“Woken up” instead of “beaten up” by JamesWhat is the phase-out portion of Social SecurityWhy you need to know where you are in lifeDiversification is not low, medium, and high-risk securitiesThe difference between life insurance and death insuranceHow to grow your money tax-freeThe importance of having a planWhat is an annuity and how does it workThe importance of having a strong personality in your businessGAME CHANGING NUGGETS:JAMES: The significance of planning ahead“We need to plan, and more importantly than anything, we need to get educated, because education is power, they can never take it away from you, and as you begin to learn this stuff, you begin to realize that oh, I need to do that. I need to get around to it.”JAMES: Plan like you're gonna live forever”People don't plan to fail, they fail to plan, and then I would tell you most importantly, live like you're going to die tomorrow and plan like you're gonna live forever because you just might.” Connect with James and learn more about his work:YourSafeMoneyPeople.comFollow Annieca on her socials:Facebook | LinkedIn | Instagram | YouTube | Annieca.com
Post-pandemic travel poses unique challenges. Prices for vacation and car rentals have soared. Flights have been delayed and canceled as airlines have struggled with demand. And cruises started leaving port again after more than a year off the water. In this new travel landscape, I thought it would be a good idea to talk to an expert about consumer rights and expectations as the industry warms up again. So, today I'm talking to Christopher Elliott – founder and chief advocacy officer of Elliott Advocacy, a consumer rights organization that empowers consumers to solve their problems and help those who can't, as well as the author of numerous travel books (including How to be the World's Smartest Traveler and Save Time, Money and Hassle, and Scammed: How to Save Your Money and Find Better Service in a World of Schemes, Swindles, and Shady Deals). Christopher also writes numerous regular columns for outlets such as Washington Post, Seattle Times, USA Today, National Geographic, and Forbes. He is also a contributor to NPR, Smithsonian, and Travel and Leisure. And, because he's not busy enough, he also publishes the Elliott Report, which is a news site for consumers, and Elliott Confidential, a subscription newsletter that contains travel news and customer service. In this conversation, we talk about the challenges consumers face, and the rights consumers enjoy, related to flights, vacation rentals, cruises, car rentals, and travel insurance. Things like:When and how to get your money back for a delayed or canceled flightWarning words to look for in vacation rental ads.How to find the location of a vacation rental even when you don't have the addressWhen you can get a refund from Airbnb or VRBOIf cruises are safeIf you should get travel insuranceHow to avoid surprise post-facto car rental chargesAnd, the best approach to take when appealing for a refund or an apologyMentioned: Hichee.com The VergeRecommended: Elliott Advocacy-------------------------Follow Deep Dive:InstagramTribelYouTube Email: deepdivewithshawn@gmail.com **Artwork: Dovi Design **Music: Joystock
“Big misconception is that you need multiple brokers to create transparency and get multiple quotes. This is not the case and invoking many brokers most times make it more challenging for the insured.”In this episode, we uncover the nuances and myths in insuring cannabis-related businesses with Eric Schneider, co-founder of AlphaRoot – a full service insurance brokerage that focuses exclusively in the cannabis, hemp, and CBD space. Some major highlights:Different kinds of insurance coverages and what makes the most sense for your businessChallenges in cannabis insuranceHow the AlphaRoot app enhances the customer experienceDisruption and the effects of compliance and regulation (THC, delta-8, CBD)Validation process, cultivating trust and transparency between insurance carrier and insurerHow businesses should budget for an insurance and when to insure a cannabis startupCannabis sales and the current scene in New YorkEric's advice to someone starting in the cannabis industryLinks mentioned in this episode:Website: https://alpharoot.com/ Web app: https://app.alpharoot.com/ Email: info@alpharoot.com / eric@alpharoot.com Unlock the FREE webinar to increase your cash flow here: https://www.cbmnetwork.com/courses/financecoaching.Connect with us on Instagram @cannabisbusinessminds @businesswithsimone.Have any feedback? Shoot us an email at simone@cannabisbusinessminds.com.Support the show
Part 2 of 2 of the audio replay of my previous video with Kerry Peabody from Clark Insurance where we talked all about long term care insuranceHow to contact Kerry - https://www.clarkinsurance.com/long-term-care-insurance/Replay of the original video - hereLinks in this episode:Facebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Jeff is joined today by Brian Elder. Brian Elder is an agent with Goosehead Insurance located in Mesa, AZ. Brian joined Goosehead because of his unwavering commitment to take care of his clients. Using cutting edge technology to shop with dozens of “A” rated insurance companies in just a few short minutes, he is able to find the right coverage at a competitive price. He takes the time to review all of the options and customizes a policy based on the unique risks and desires of each client. After finalizing an option, Brian is backed by a service team that has the highest client loyalty rating in the industry. Request a quote from Brian and you will quickly understand why Goosehead is one of the fastest growing distributors of home and auto insurance in the United States.Topics covered:The current marketInflationMortgage backed securitiesHome Buyers marketStock market/investing when its lowInvest NOWSeminarsBrian's career in insuranceCareer replacement through automationImportance of insurance agentsTypes of homeowners insuranceHow credit effects insurance policy pricesWhy time is more important than moneyHow to prospect for business/prospecting strategiesCoaching programs and the knowledge they bringImportant Links & Info:Connect with Brian: https://www.goosehead.com/Follow Jeff:Instagram: https://www.instagram.com/jeffsmithaz/Facebook: https://www.facebook.com/profile.php?id=100002927397116LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/The Smith Team at CCMCall Us: 480.909.4000Email Us: thesmithteam@myccmortgage.comAPPLY NOW @ www.smith-team.comCCM NMLS 3029 NMLS 1642793 NMLS 413643
Part 1 of 2 of the audio replay of my previous video with Kerry Peabody from Clark Insurance where we talked all about long term care insuranceHow to contact Kerry - https://www.clarkinsurance.com/long-term-care-insurance/Replay of the original video - hereLinks in this episode:Facebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
This week we're bringing you the final episode in our three-part series on the future of ag insurance.Our journey started with learning the ins and outs of how the sector currently operates (check out the ag insurance 101 episode here) and then talking to key players about new products and technologies entering the industry (check out Damon Johnson on parametric insurance here).Today, Sarah is joined by Matthew Pryor to talk through their learnings in a live attempt to develop an investment thesis for ag insurance. They cover:Technologies and business models shifting the CAC/LTV equation in ag insuranceHow insurance is likely to change as agriculture faces more and more extreme weather eventsWhat entrepreneurs disrupting ag insurance need to be excellent atPossible areas for venture investment in ag insurance, from new products to enabling infrastructure and digitally-native business modelsWe hope you enjoy this peek behind the curtain of how we think and work, but if you didn't, or you think we missed or got something wrong, we'd love to hear from you! Shout out at @agtechsowhat or via our website.
For a traditionally low innovation industry, things are starting to heat up in agricultural insurance.While it remains something of a black box for many people in agriculture, the forces of climate change and technological innovation are creating the right mix of incentives that could change how the whole industry approaches risk.This second episode of our exploration of ag insurance (check out the first, a 101 on ag insurance, here!) considers a digitally-native product in the hands of farmers today. Reimagining insurance like this will be the difference between farmers spending hours, days, and weeks dealing with brokers and getting payouts, compared to almost instant quotes, claims, and reimbursements.In this episode, our guest Damon Johnson, Director of Strategic Projects at Global Ag Risk Solutions, speaks about:What incentives are changing to increase the use of more data in agricultural insuranceHow parametric insurance works as an alternative to traditional agricultural productsWhat's involved in developing a parametric product to create new value for customers as well as vendorsWhere digitally-native insurance products might emerge as a value-add for sustainable farming systems and inputsFor more information and resources, visit our website.
As we near the end of Financial Literacy month, Dr. Lynn Richardson returns, to provide insight into how to invest in any circumstance. She breaks down how life insurance can be used as an investment and an asset. She shares tips, answers callers questions and more!Topic CoveredHow to pick life insuranceHow to make your life insurance work for you.What are some ideas to get some extra income?Eliminating debtIncreasing incomeSaving moreMore on Dr. Lynn RichardsonLynn Richardson is an author, entertainment executive, & celebrity financial coach who uses her quick wit and humorous presentation style to help others achieve personal, professional, and spiritual harmony. Featured on the Steve Harvey Daytime TV Show, and on BET, Hallmark, ABC and dozens of media outlets, Lynn is COO of MC Lyte's Sunni Gyrl Entertainment, President of Hip Hop Sisters Foundation & she served as Chief of Operations of Russell Simmons' Hip Hop Summit Action Network, where she works closely with celebrities on global empowerment programs for women, youth and hip hop urban professionals.Lynn became one of the nation's top mortgage professionals after helping a lady with 4 bankruptcies and 2 foreclosures become a successful homeowner in less than 9 months. In 2006, Richardson joined JP Morgan Chase as Vice President of National Strategic Partnerships and served as the national coordinator of The Delta Sigma Theta Home Ownership initiative, In 2007, Richardson was also responsible for implementing the Chase/AKA Keys to Homeownership initiative.Support the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.
Sean is founder and CEO of HealthTap which makes primary care affordable and easy to access for all Americans. In this episode we discuss:HealthTap's virtual primary care clinic Affordable solution for all Americans regardless of whether they have insuranceHow it works from user experience to business modelTypes of conditions and issues that can be treated through primary careHow HealthTap approaches different use cases and care scenariosBuilding a healthcare product and company How to get early tractionImportance of patience and resilienceMaximizing luck surface areaBeing early to telehealth and growing with the marketImpact of pandemic to tele-healthExploring multiple business models in healthcare Connecting consumers online with 90k physiciansBuilding a trusted Doctor powered UGC powerhouseLeveraging UGC to build a subscription telehealth businessWhat makes for a great subscription in healthcareOpportunity size around content and telehealth SaaSHow they built a content machine onlineUser experience decisions that drove engagement and qualityRegulatory challenges when innovating in healthcareHow Sean has remained engaged building HealthTap for over a decadeImpact of pandemic— what was over-hyped and what acceleratedClosing questions Most talented person Sean has worked with and whyWhats something you believe that would surprise most peopleWho Sean's heroes are and what inspires himWhat superpowers do you lean on day to dayLinksFollow Sean on TwitterRead more about HealthTapHit subscribe to keep up with new episodes!Follow Ashish and Zane on Twitter for summariesClick here to give feedback — it only takes a minute.
Sean is founder and CEO of HealthTap which makes primary care affordable and easy to access for all Americans. In this episode we discuss:HealthTap's virtual primary care clinic Affordable solution for all Americans regardless of whether they have insuranceHow it works from user experience to business modelTypes of conditions and issues that can be treated through primary careHow HealthTap approaches different use cases and care scenariosBuilding a healthcare product and company How to get early tractionImportance of patience and resilienceMaximizing luck surface areaBeing early to telehealth and growing with the marketImpact of pandemic to tele-healthExploring multiple business models in healthcare Connecting consumers online with 90k physiciansBuilding a trusted Doctor powered UGC powerhouseLeveraging UGC to build a subscription telehealth businessWhat makes for a great subscription in healthcareOpportunity size around content and telehealth SaaSHow they built a content machine onlineUser experience decisions that drove engagement and qualityRegulatory challenges when innovating in healthcareHow Sean has remained engaged building HealthTap for over a decadeImpact of pandemic— what was over-hyped and what acceleratedClosing questions Most talented person Sean has worked with and whyWhats something you believe that would surprise most peopleWho Sean's heroes are and what inspires himWhat superpowers do you lean on day to dayLinksFollow Sean on TwitterRead more about HealthTapHit subscribe to keep up with new episodes!Follow Ashish and Zane on Twitter for summariesClick here to give feedback — it only takes a minute.
What's Driving Life Settlement Growth?85% of term policies and 88% of universal life policies will expire, lapse, or be surrendered before a death benefit is paid - a significant loss for the policyholders.$200 billion worth of life insurance will be surrendered or lapsed annually through 2027.55% of client's don't know they can sell their life insurance.The life settlement industry is growing on average 34% per year.The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us and a panel of subject matter experts as we examine current market trends in life settlements and how you can leverage this important financial tool.Topics we will explore include:How the marketplace is evolving, including new capital sources driving flexibility and higher payouts for your clients.How firms are creating value for clients within the financial planning process while driving new sources of revenue.Why more policyowners are open to selling their existing life insuranceHow to identify life settlement opportunities in your client base and business growth plans.HostsScott Stathis and Bob MittelGuestsAlan Buerger, Neal Jacobs, Peter Hershon, and Patrick Cahill of CoventryHugh Cameron of JBC Companies, and…David Henry of Financial Independence GroupSponsoring Partner:CoventryMusic Credits:Band: A Rusty Something (Nick Simpson)Song: Someone New
Being a good advisor isn't about winning a popularity contest or just saying the same things that everyone else in the industry says. It's about giving the best advice that you can for each individual situation. Today we discuss some areas where our opinions might not be popular with other people in the financial industry...The appropriate amount of risk for a retiree or pre-retireeAppropriate use of life insuranceHow to handle debtWhether or not to pay off the houseAppropriate use of annuitiesAppropriate use mutual fundsHow much money to have in cash
How permanent life insurance can be an effective tool for retirement planning.Topics covered include:What is the difference between term and whole life insuranceHow many people let their life insurance policies lapse each yearWhat are strengths that insurance companies have that are beneficial to individual investorsWhat are the benefits of whole life insurance policiesHow the infinite banking concept works and who should it be usedHow asset allocation should differ when investors have a whole life insurance policyWhat are concerns with whole life insuranceHow an integrative approach of using whole life, immediate annuities, and investments can lead to higher retirement spending levelsThanks to today's sponsors: Simplify ETFs and the all-new electric MINI Cooper SEFor more information on this episode click here.Show NotesArthur L. Williams Jr.—Wikipedia, Aug 10, 2021ACLI 2020 Life Insurers Fact Book—The American Council of Life InsurersPros And Cons Of Life Insurance For Children by Cameron Huddleston and Amy Danise—ForbesThe Four Approaches to Managing Retirement Income Risk by Wade D. PfauSafety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement (The Retirement Researcher Guide Series) by Wade D. PfauIntegrating Whole Life Insurance into a Retirement Income Plan: Emphasis on Cash Value as a Volatility Buffer Asset by Wade D. Pfau and Michael FinkeRelated Episodes279: Why All Retirees Should Consider an Income Annuity326: The New Math of Retirement Spending and Investing349: Forward and Reverse Mortgages: When To Take Them Out and When to Pay Them OffSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Bio Jonathan ChaponJonathan is a very humble guy with an impressive track record as an international health insurance broker. After coming to China as an exchange student in 2007, he returned in 2009 and have been climbing the corporate ladder at Abacare ever since. As he says basically the only thing he did not do is cleaning the carpet. It is quite rare to find an expat working at a company for 12 years with full passion and dedication. He is an inspiration and we are excited that we can share his story and industry knowledge with all of you.Episode content:Jonathan shares his internal journey until and after takeover by a Chinese companyWhy Chinese consumers are buying an expat health insuranceHow the China health and social insurance system works as a business owner for your employees and the importance of having this understandingMain differences between Chinese and Western health issues and awarenessWhat are the health trends in family structure and with ageing populationUnderstanding the Chinese health system so you can be a better leader, colleague and friendTechnology developments in the health industryLocal hospital arrangements requires a lot of waiting and queuing. What will be the solution to solve this.Managing his team in both Shanghai and BeijingWhere to engage with other C-level leaders and entrepreneursHis two highlights of his 12 years ChinaEpisode Mentions:Find Jonathan Chapon on Linkedin or WeChat: JonChaponTheir company website is www.abacare.com or on LinkedinDownload and SubscribeDownload this episode right click and choose "save as"Subscribe to China Business Cast on iTunesOr check out the full list on subscription optionsAdd Jons ('jslemmer'), Lina ('Lina-Litao') or Simon ('sraadt') on WeChat to join China Business Cast WeChat groupFind your host Jons on LinkedIN, Simon on LinkedIN and Lina on LinkedINJoin China Business Cast WeChat group
Has your spending returned to normal… the post-pandemic boom isn't looking exactly the way the experts thought.Royal Carribean is requiring unvaccinated travelers leaving from Florida to purchase travel insuranceHow can you help your aging parents choose a retirement community… and keep some peace in your family?Legislative risk and retirement planningGiving kids credit cards
Faith Family Medical Center is driven by faith, we provide hope and healing to our hardworking neighbors in need.Vision: All Middle Tennesseans have the healthcare home they need to lead a fulfilling life.Fast facts:To qualify for services, patient must work an average of 20 hrs per week, be a dependent of someone working an avg of 20 hrs per week or be a full-time student.We serve the working uninsured and under insured.Average visit cost is $31, including any needed lab work.We serve about 3,000 patients per year – they are from all over Middle Tennessee.The return on investment – we provide $8M in services on a $2M budgetFaith Family services decreases Emergency Room utilization for non emergency medical issuesBrief History of Faith Family Medical Center: founded in 2001 by two local physicians and a local healthcare executive. They saw the need for those who are trying to get ahead but cannot afford or do not have access to health insurance. We are located in the Midtown Health Corridor, which is important for us and for our patients.Sources of Funding: We are funded primarily by donations from individuals, foundations, corporations, and churches.What sets us apart from other Charitable Clinics?Integrated Wellness ProgramChronic Disease Management Days – “one stop shop” for our patients with or at risk of a chronic illness such as hypertension or diabetesPrescription Assistance Program, partnering with Lipscomb University School of PharmacyPartnerships with area hospitals, medical service providers, and physician specialistsWe can spend much more time with our patients, who often have neglected or delayed care because of the lack of insuranceHow do we weave Faith into our services? We believe that emotional, physical, and spiritual health are all important in well-being. We serve people of any faith practice, or no faith practice. Our staff are Christians who are motivated by their faith to help others.Current Initiatives:Capital Campaign – we are currently building a new, expanded medical center which will enable us to expand our services and see more patients. We will move into the new building in the summer of 2020.Increasing awareness: as Middle Tennessee is growing, so is the need for what we do.To see if you qualify for our services, please contact our clinic at 615 341 0808. That's 615 341 0808.Learn more: https://faithmedical.org/
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