Podcasts about naifa

  Why fit in when you can stand out and really shine? We highlight strategies insurance agents can use to elevate your marketing and set yourself apart in this industry.   Read the text version   Expand Your Insurance Industry Knowledge with Knight School!   Resources: 5 Tips for Creating Your Personal Brand: https://ritterim.com/blog/5-tips-for-creating-your-personal-brand/ Best Practices for Writing an Email to Your Insurance Clients: https://ritterim.com/blog/best-practices-for-writing-an-email-to-your-insurance-clients/   Build Your Brand with Community Involvement: https://ritterim.com/blog/build-your-brand-with-community-involvement/  CMS 2025 Marketplace Integrity & Affordability Proposed Rule: https://lnk.to/asgf20250314 Diversify Your Insurance Portfolio & Reap Real Rewards: https://lnk.to/asg651 How Professional Organizations Make You a Better Agent: https://ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/ Keys to Client Retention: Face-to-Face Communication: https://ritterim.com/blog/keys-to-client-retention-face-to-face-communication/ Keys to Client Retention: Digital Communication: https://ritterim.com/blog/keys-to-client-retention-digital-communication/ Knight School Online Training: https://ritterim.com/knight-school/ Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/  Should You Become a Certified Insurance Counselor? https://ritterim.com/blog/should-you-become-a-certified-insurance-counselor/   References: Bicaku, Enina. “16 Striking Business Card Trends of 2025 (+ 54 Examples).” Looka.Com, Looka, 2 Feb. 2025, looka.com/blog/business-card-trends/. Khatri, Dimple. “28 Business Card Statistics That Will Surprise You in 2024.” Printtobrand.Com, Print To Brand, 2 Jan. 2025, printtobrand.com/business-cards-statistics/. “AHIP.” Ahip.Org, AHIP, www.ahip.org/. Accessed 18 Mar. 2025. “Business Cards Templates & Designs.” Vistaprint.Com, VistaPrint, www.vistaprint.com/business-cards/standard/templates. Accessed 18 Mar. 2025. “English Language & Usage Stack Exchange.” English.Stackexchange.Com/, English Language & Usage Stack Exchange, english.stackexchange.com/. Accessed 18 Mar. 2025. “Fonts That Get Your Business Card Noticed.” Psprint.Com, PsPrint, www.psprint.com/resources/powerful-business-card-fonts/. Accessed 18 Mar. 2025. “Grammarly.” Grammarly.Com, Grammarly, www.grammarly.com/. Accessed 18 Mar. 2025. “Grammarly Blog.” Grammarly.Com, Grammarly, www.grammarly.com/blog/. Accessed 18 Mar. 2025. “How to Choose the Perfect Colors for Your Business Card.” Vistaprint.Com, VistaPrint, www.vistaprint.com/hub/business-card-colors. Accessed 18 Mar. 2025. Laws, Jasmine. “Map Shows Most Spoken Languages in Each State Besides English and Spanish.” Newsweek.Com, Newsweek, 3 Dec. 2024, www.newsweek.com/map-shows-most-spoken-languages-each-state-besides-english-spanish-1993046. “NABIP: Who We Are.” NABIP.Org, NABIP, nabip.org/who-we-are. Accessed 18 Mar. 2025. Naifa. “National Association of Insurance and Financial Advisors.” Naifa.Org, National Association of Insurance and Financial Advisors, belong.naifa.org/. Accessed 18 Mar. 2025. Fogarty, Mignon. “Grammer Girl Podcast.” Quickanddirtytips.Com, Quick and Dirty Tips, www.quickanddirtytips.com/grammar-girl/. Accessed 18 Mar. 2025. Venditti, Bruno. “The Most Spoken Language in Every U.S. State (Besides English and Spanish).” Visualcapitalist.Com, Visual Capitalist, 31 Oct. 2023, www.visualcapitalist.com/cp/the-most-spoken-language-in-every-u-s-state-besides-english-and-spanish/. Geri. “The Psychology of Colors in Business Cards.” Clcme.Eu, Click Me Smart Card, 19 Feb. 2025, clcme.eu/the-psychology-of-colors-in-business-cards/. Lockwood, Amy. “Why Business Cards Are Still Relevant in 2025.” Emailsignaturerescue.Com, Email Signature Rescue, 18 Dec. 2024, www.emailsignaturerescue.com/blog/why-business-cards-are-still-relevant-in-2025.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Not affiliated with or endorsed by Medicare or any government agency.

Send us a textThe wave of long-term care insurance claims is rapidly approaching, and home care agencies need to be prepared. With nearly 4 million policies written between 1995-2005, we're entering a period where these policyholders—now in their peak claim years of 80-85—are seeking home care services in record numbers.Bill Comfort, with over three decades of experience in long-term care insurance, walks us through the critical steps agencies must take to successfully work with these valuable clients. First and foremost is understanding whether your agency qualifies as an eligible provider under various policy definitions. While many policies use the term "home health care" generically, the actual definitions vary widely. Most policies specify providers must be "licensed by the state if licensure is required"—a crucial distinction for agencies in non-licensure states.Documentation emerges as perhaps the most critical factor in successful claims management. Agencies must carefully document whether assistance with Activities of Daily Living (ADLs) is hands-on or standby—a distinction that can determine claim approval or denial. The caregiving notes must consistently reflect assistance with at least two of the six ADLs (bathing, dressing, transferring, toileting, eating, and continence) for clients to maintain benefit eligibility.Payment structures present another consideration, with Bill strongly recommending against accepting assignment of benefits until claims are fully established. This protects agencies from financial exposure when claims are delayed or denied. Instead, establish procedures to help clients submit claims while maintaining your direct billing relationship.Building referral partnerships with financial advisors and insurance agents offers tremendous growth potential. Organizations like NAIFA and FPA provide perfect networking opportunities where agencies can position themselves as knowledgeable resources. By demonstrating expertise in navigating long-term care insurance claims, your agency can attract both insurance-funded and private-pay clients.Ready to position your agency as an expert in long-term care insurance claims? Learn more about obtaining the Long-Term Care Claims Professional certification to demonstrate your expertise and grow this valuable revenue stream.Continuum Mastery Circle IntroVisit our website at https://asnhomecaremarketing.comGet Your 11 Free Home Care Marketing Guides: https://bit.ly/homecarerev

Maria Antónia Mendes, vocalista dos Cara de Espelho, anteriormente ligada aos projectos Naifa e Señoritas, é a convidada de Inês Meneses esta semana

Mitó Mendes está de regresso aos palcos e à música como a voz da banda de intervenção Cara de Espelho, que junta músicos consagrados com a mira apontada para certos “políticos antropófagos” e outros absurdos destes tempos. E tudo isto servido num disco homónimo de estreia, musicalmente muito cuidado, com letras certeiras de Pedro da Silva Martins que resultam em canções que dão gosto ouvir e trautear. Depois d´A Naifa e de Señoritas, Mitó Mendes continua a acreditar no poder das cantigas para agitar consciências e “desmontar ideias pré-feitas que estão na cabeça das pessoas”. Ouçam-na aqui nesta primeira parte da conversa com Bernardo Mendonça no podcast A Beleza das Pequenas CoisasSee omnystudio.com/listener for privacy information.

Julie Keyes is a Business Consultant and Certified Exit Planner based in Central Minnesota. Her company, KeyeStrategies has worked with business owners of private companies since 2012. Julie's been an entrepreneur herself for many years and has won numerous national awards for her work in exit planning. She a member of the Exit Planning Institute's Leadership Council and faculty, as well as a contributor to its online Academy. She instructs business owners and advisors from across the country on topics related to exit planning and business transition readiness. Julie's speaking and teaching engagements for various professional organizations include but are not limited to: Exit Planning Institute, Independent Electrical Contractors Association, MN State Bar Association, MN Society of CPAs, NAIFA, Women in Insurance and Financial Services, Edward Jones, Financial Planners Association, National Association of Women Business Owners, RBC, Merrill, Independent Business Brokers Association, Lincoln Financial Services, Midwest Business Brokers and Intermediaries, LeClair Group, Principal Financial Group and Frost Bank. Julie's also an author and podcaster. You can find the 2 nd Edition of her book “Poised for Exit” on Amazon and Barnes and Noble, and her podcast of the same name on Apple, Spotify, iHeart, and Google Podcasts. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County. Learn more about Ric at www.ricfranzi.com. 

In this exclusive interview, NAIFA CEO Kevin Mayeux discusses the critical impact of the upcoming presidential election on the financial services industry and life insurance. Discover the potential challenges and opportunities that different election outcomes could bring, including the concerning impact on tax benefits associated with whole life insurance. Gain insights from an industry leader on what's at stake and how professionals and consumers alike can prepare for the future.Major Update & Win: After the episode was filmed we received this update - NAIFA recently notched a major win in our lawsuit with advocacy partners opposing the Department of Labor's fiduciary-only rule. A U.S. District Court granted a stay in the case that prevents the DOL rule from going into effect September 23.This is huge. Not only did the court grant our stay but it stated that “plaintiffs are virtually certain to succeed on the merits" of our claim.Learn more about NAIFA - Go Here: https://belong.naifa.org/join Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insuranceWant FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault ______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

This episode is a re-broadcast from the National Association of Insurance and Financial Advisors (NAIFA) podcast ADVISOR TODAY. In this episode, The Advisor Today team sits down with insurance professional Chris Carothers to discuss service-based leadership in the insurance industry. Chris explains how he entered the insurance industry, success tips for young insurance agents, the importance of mentorship in the industry, and the value of joining NAIFA as an agent --- Send in a voice message: https://podcasters.spotify.com/pod/show/coffeewithchris/message

Looking to take your LinkedIn game to the next level?

  Unpacking the first Medicare drug price negotiation list, the NAIFA, FSP, and Life Happens merger, Apple's Wonderlust Event and more!    Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Resources: 4 Effective Techniques for Closing Insurance Sales: https://agentsurvivalguide.podbean.com/e/4-effective-techniques-for-closing-insurance-sales/ Best Practices for Conducting an Interview featuring Dylan Cook: https://agentsurvivalguide.podbean.com/e/best-practices-for-conducting-an-interview-featuring-dylan-cook/ CMS Announces First 10 Drugs for Medicare Drug Price Negotiation: https://www.ritterim.com/blog/cms-announces-first-10-drugs-for-medicare-drug-price-negotiation/ How to Overcome Common Insurance Sales Objections ft. Dan Ford: https://agentsurvivalguide.podbean.com/e/how-to-overcome-common-insurance-sales-objections-ft-dan-ford/ Understanding the C-SNP Product & Opportunity ft. Ben Miller (Zing Health): https://agentsurvivalguide.podbean.com/e/understanding-the-c-snp-product-opportunity-ft-ben-miller-zing-health/   References: 5 actual clues in Apple's iPhone 15 Wonderlust event invite: https://www.macworld.com/article/2046187/wonderlust-event-invite-clues-colors-apple-watch-iphone-15-airpods.html Apple announces the iPhone 15 launch event: https://www.theverge.com/2023/8/29/23819494/apple-september-event-iphone-15-pro-watch-ultra-date Apple Events: https://www.apple.com/apple-events/ Blood thinners, diabetes meds among first 10 drugs for US price negotiations: https://www.reuters.com/business/healthcare-pharmaceuticals/us-name-first-10-drugs-medicare-price-negotiation-2023-08-29/ Eliquis, Jardiance, Xarelto headline CMS' price negotiation list: https://www.fiercehealthcare.com/payers/eliquis-jardiance-xarelto-headline-cms-price-negotiated-drug-list Factsheet: Medicare Drug Price Negotiation Program: https://www.cms.gov/files/document/fact-sheet-medicare-selected-drug-negotiation-list-ipay-2026.pdf HHS Selects the First Drugs for Medicare Drug Price Negotiation: https://www.hhs.gov/about/news/2023/08/29/hhs-selects-the-first-drugs-for-medicare-drug-price-negotiation.html Medicare Price Negotiation: Ten Drugs That Made the List, and Ten That Should Have: https://prospect.org/health/2023-08-30-medicare-price-negotiation-first-ten-drugs/ NAIFA, FSP and Life Happens announce plan to unite: https://insurancenewsnet.com/innarticle/naifa-fsp-and-life-happens-announce-plan-to-unite Strike Force Five: https://open.spotify.com/show/3YnUJC2alA6I1F2V7CdDa2?si=781e5bb1354e4406 The Late-Night Dudes Are Doing a Daytime Pod: https://www.vulture.com/article/late-night-hosts-podcast-strike-force-five.html

Luta Livre, projecto de Luís Varatojo criado através de um olhar atento sobre a sociedade, que se reflete em mensagens livres e diretas. Varatojo, nome ligado a projectos como Peste & Sida, Despe e Siga, Linha da Frente, A Naifa e Fandango tem aqui uma expressão da música de intervenção e informação que se impõe nos dias que correm e que mistura com ritmos que não nos vão deixar quietos. No podcast Quintas do Avante!, através de uma conversa onde se abordam variados temas, Luís Varatojo antevê também o que será o concerto da Festa do Avante 2023 onde os temas dos dois álbuns, Defesa Pessoal e Técnicas de Combate, vão criar impacto na Festa que ele próprio não costuma deixar de marcar presença, quer como artista, quer como visitante.

                                      Joe Templin is an Author, Founder and Managing Director. He tells us why “Harder is better”; why we should “Be a kid”, that “a strong enough Why, overcomes any How” and much more. Hosted by Robert Hossary.   About Joe Templin Reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife, Joe Templin has invested the past two and a half plus decades to helping others reach their financial potential as a planner, trainer, mentor and creator. He has served as a member of NAIFA (the National Association of Insurance and Financial Advisors) on the local, state, and national level, and including three terms on the NAIFA National Young Advisors Team (YAT) Subcommittee and was honored as one of the 2011 Four Under 40. He is a graduate of the Leadership in Life Institute of NAIFA as well as Rensselaer Polytechnic Institute, and is an alum of Johns Hopkins University. Joe earned his CFP as well as his CHARTERED ADVISOR OF PHILANTHROPY, CLU, and ChFC designations and has qualified numerous times for the Million Dollar Round Table. He has been a business columnist for the Albany Times Union, Adviser Today Magazine, The Ballston Journal, and Insurance News Net. Joe earned his Certified Executive Counsellor designation as well as his Master Executive Counsellor in 2021. Joe served as the President of the Castle Alpha Tau Foundation for Pi Kappa Phi Fraternity and as the Chapter Advisor, and is currently a Board Member of The Autism Society of the Greater Capital Region. He has been a member of The Ancient Order of Hibernians for over 20 years, and is the Lieutenant of the Honor Guard. Templin is the Managing Director of the Unique Minds Consulting Group, LLC, and is the author of “Every Day Excellence” and co-authored “Do You Want To Make MDRT, Or Not?” with Dr. John Stolk as well as “Choices: Creating a Financial Services Career”. Joe is a Co-Founder and President of The Intro Machine, Inc. an organization dedicated to teaching professionals in a variety of fields how to build an Introduction Based Business. He has spoken all across the US and Canada on ethical business development. In his free time, Joe enjoys running Ragnars (200 ish mile team relay races) ultramarathons and is a champion-level martial artist. He lives in Ballston Spa, New York, with his hooligan boys Danny, Liam, and Colin. They are huge Yankees fans. Lesson 1: The Best Laid Plans of Mice and Men Mean Nothing. 03:50 Lesson 2: A Strong Enough Why, Overcomes Any How. 09:16 Lesson 3: Sacrifice Of Myself, To Myself. 12:03 Lesson 4: Harder is Better. 17:24 Lesson 5: See It, then Be It. 22:52 Lesson 6: Bad Day?  Help Someone. 26:49 Lesson 7: Truth is Told Through Jokes 32:38 Lesson 8: Be a Kid. 38:41 Lesson 9: Speak Love, and in Their Language. 42:59 Lesson 10: Have Fun, Don't Die! 48:24

LifeBlood: We talked about the necessity of planning for the caregiving of aging loved ones, how caregiving has a financial as well as emotional and physical cost, who should be involved in this conversation, and how to have it, with Carroll Golden, Executive Director of the Specialty Centers for NAIFA, and author.      Listen to learn a three-step process for having this important conversation! You can learn more about Carroll at TheCaringConversation.com and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood

Join me on today's journey as I interview Joe Templin, Human Kaizen Expert and author of the Amazon Kindle #1 New Release "Every Day Excellence".  Ultramarathoner, special needs parent, martial arts champion, and worst Cub Scout Leader ever! As one of six kids (the only normal one, he insists) growing up in a small town and spending time on the family farm, Joe's parents (John and Barb) instilled a love of learning, the outdoors, and a healthy disrespect for authority while still simultaneously embracing traditional values of hard work and “love thy neighbor but mind your own dang business.”  This is Joe's foundation. He was severely asthmatic but has become a martial artist and ultradistance runner through his work ethic and love of challenge.  He had a speech impediment but has built a career around communicating.  This habit of overcoming limitations is a theme in his life and writings. Joe has three hooligans (Danny, Liam, and Colin) and is a very proud member of the Pi Kappa Phi Fraternity, having served multiple times as President of his local Foundation and Chapter Advisor.  He has also served on the local, State, and National levels for NAIFA is a Cubmaster (worst one ever if you ask his boys) and is involved with his local Autism Society.  Serving others is important to Joe because of how his parents raised him. Joe loves the Yankees.  So, of course, he hates the Red Sox…  Poke him during the World Series at your peril! To learn more about Joe and his book Everyday Excellence, please visit:  https://everyday-excellence.com Every Day Excellence on Amazon @EDEwithJoe on Twitter and Facebook YouTube Channel: https://www.youtube.com/@everydayexcellence8573/videos

What will it take for you to be #1? At what? You decide. Success is when you achieve something you care deeply about. It is the thing that you are committed to in your heart. Success does not exist in a vacuum. Reaching the highest levels of success is more likely when you make the mind, body, money connection. But it all begins with your mindset. You must see it before you can achieve it. Get ready to be inspired! This week we are super excited to welcome a very special guest, Eszylfie Taylor. Join Roz Jones, Mireille Toulekima, and I for this powerful season-ending discussion! You won't want to miss this one! About Eszylfie: Eszylfie Taylor is the president and founder of Taylor Insurance and Financial Services located in the financial district of Pasadena, California, and serves as financial advisor to individuals, business owners, and high net worth families. He's a dad of 3 girls, a certified yoga instructor, a motivational speaker, and more. Here are some of Eszylfie's highlights: Upcoming Mind, Body, Money Show Creator of The Taylor Method Top 25 agents in the country at New York Life (2012). Top agent/advisor in Los Angeles/Greater Pasadena with New York Life (2007-2012). Top agent/advisor within the African American market at New York Life (2006-2012). Top producing agent/advisor in the history of the African American market within New York Life. Top of the Table producer – Million Dollar Round Table since 2011. Agent of the Year for NAIFA's Los Angeles/Greater Pasadena area since 2009. NAIFA Advisor Today magazine's Top 4 Under 40 Advisors in 2015. Currently the President of Taylor Insurance and Financial Services, an insurance and financial services firm he founded in 2013.  

In part 2 of 2 Michelle lays out her proposal for revamping the web of state and federals rules and laws to make in-plan annuities a vibrant market in the future. Here's the full text of her discussion: Heads up to SOA, NAIFA, IRI, any other industry group- mark this moment as the point where contacts you have at these organizations should start listening. Big bold assertion #1: Non-codification of verb sales in insurance means that intellectual property (inventions) can't have value in insurance Why is this true?  Assertion 2. The above-mentioned fact (Ip can't have value in insurance) is true because of the intersection between how products sell and how trademark law works. I will explain further in a moment. Assertion 3. IP having value is fundamental to the functioning of capitalism. Assertion 4. In a demutualized world where insurance manufacturing is now entirely vertically disintegrated from distribution, IP can only come to have value by codifying insurance advisement as a scalable, oversee-able, nationally regulated discipline So we are proving assertion 1- IP has no value in my domain- by proving assertions 2-4 So let's start with assertion 2 part 1: how do products sell. To understand this, we need first to define both the word “product” and then the word “sell.” Products are nouns. In the context of insurance and financial services, products are issuable containers, and their distribution is highly regulated. Products are issuable legal contracts within which IP can be embedded, and in exchange for the distribution of which compensation can be paid to an FP in respect of either, but never concurrently, a or b. A is from inside the noun in direct respect to sale thereof (this refers to agency and brokerage) whereas b is charged upon the AUA/AUM thereformed following a product's intro into an advised portfolio (b refers to RIA channel). Now that we know what product means, we move on to sell. Sell means the exchange of remuneration in direct respect to [x- x is a verb in the RIA channel and it's a noun in the agent/broker channels]. Wholesalers are people who so routinely sell wholes that we can describe their identity by putting an r at the end of the verb that they routinely perform. (By analogy, runners routinely run, we don't call someone a runner who once ran across the street) All wholes are nouns. The human mind cannot conceive of a whole verb. So wholesalers sell nouns, and nouns sell when they have wholesalers selling them. Wholesalers work for either a noun manufacturer, or a noun seller. An organization that sells nouns will not switch which noun it has its wholesalers focused on selling unless the new noun is more profitable than is the incumbent noun portfolio. A product concept thus cannot have value, because what is valuable about the product/noun is the seller's prior investment in manufacturing and/or wholesaling infrastructure., not clever IP that does not have higher profit margins than does the incumbent product set. Now we define the second half of assertion 2, which is about trademarking. Trademark (the application of which differs for IP protection relative to much easier to defend in court brand/name protection)- in this case I'm talking IP protection- requires that the IP be noun-embeddable, whereas servicemarked requires the IP to be verb embedable. If you google “trademark definition”, when applied to IP defense as opposed to brand defense, you too will become aware that the definition of this word requires the IP owner to be able to either manufacture or to sell (remember what sell means from above!) the noun. Insurance provides for minimization of liabilities (or contra-assets). Insurance advisor is not a defined term. Financial advisor is defined, and it means person who holds the authority to sell verbs (person who has an RIA affiliation, which means they can sell verbs. RIAs sell verbs only. Agents and brokers sell nouns only.) Financial advisors provide ongoing asset maximization advising and they frequently receive their compensation by advising upon, and thus billing upon, AUM accordingly. This asset max advising is a service. IP embedded in Services, for example, the managed account services provided by Morningstar Inc, are servicemarkable, thus they have been servicemarked, not trademarkable, because they're verbs (services), not nouns. Absent codifying insurance advisement so that insurance professionals can also sell verbs, by which i am saying: Absent popularizing a billing approach like benefits under advisement or income under advisement, there can't be value to intellectual property in our field, because you can't defend it via servicemark (because there's no framework for scalably selling services in our domain) and you can't sell it as a noun because an organization can only monetize a trademark in insurance from previous investment in manufacturing and distribution. an incumbent will only do this if the new product has higher expected profit margins than does its existing portfolio. Not likely in today's fee conscious environment) So again, because my prior words are true, Not having a scalable advisement frame for liability reduction means intellectual property that is servicemarked in our field also cannot have value, because it can't be sold (to sell again means to exchange remuneration in direct respect to x. Non-codification of insurance advisement means we can't scalably sell verbs in insurance). So concludes my proof of assertion #2, that IP can't have value in my field. Assertion 3: The impossibility of IP having value in my field is an offense about which utter outrage is merited. It is a direct affront to the very principles of capitalism. Capitalism as a governing frame relies heavily upon IP being protectable and monetizable so as to encourage invention. Thus I question: Why is mine the sole field in this country to which capitalism is not permitted to apply, and why are other members of my community not apoplectic about my potentially true words? Consider the implications that not codifying verb sales in my domain has now that post-SECURE, annuities are permitted in plans. Plan advisors, like all other fiduciaries in America, are inherently taught that asset maximization is the only valid lens through which financial advisement can occur. Yet i believe that consumer financials occur not only on the left side of the consumer balance sheet, but also on their income statement, their statement of net worth, their cash flow statement, and the right side of balance sheet, which is where insurance plays. Plan advisors don't know annuities and vice versa. Advisers can't begin to imagine why we insurance people believe our solutions have value, because they are taught to see the world through the lens of asset maximization and are not taught about liability minimization as a valid entry point to a consumer finance worldview. Annuities in DC will only take off if we band together to fight for their place. Actuaries used to have a role in asset liability matching when we as a society had DB plans. There isn't a natural spot for an actuary in DC plans because liability consideration is not yet required so as to advise in DC, because DC, which relies on AUM as a billing base, even though ERISA includes the words “Retirement Income” in the acronym, naturally emphasizes asset maximization. Why not IUA? The Society of Actuaries, NAIFA and IRI must all strongly consider the possibility that my words might be true, and if they feel they might be, they need to begin acting yesterday. Representatives of any of these industry organizations, or other industry organizations that can help change what I believe to be the true circumstances that i have just described to you are invited to email me at mrichterfis@gmail.com and request a deck that further explains my perspective and the dangers to both our industry and our society more broadly that follow logically therefrom. Lastly for this diatribe, I hold that Insurance advisement should be a National field (since it is not about noun placement but about contextual advisement, it is not per se corollated to an individual contract the way some state insurance law allows annuity consulting to occur, thus the field would not make sense to be state regulated) it should be policed similarly to how RIAs are overseen.  To achieve this framework is my career goal. 27 years remain until I begin taking social security at age 70. It thus follows logically that I will not stop truthfully communicating my concerns on these matters for at least 27 more years (unless they're resolved in less time than that). Thank you for your patience both in allowing me to read that today, and in helping me along in my communicative journey towards hopefully making this point understandable to at least a few people! 

David starts the conversation by describing the changes you can expect from SECURE Act 2.0 and what these changes will mean for your retirement plans. According to David, too many workers retire without enough savings to comfortably live. However, SECURE Act 2.0 may change all of that by expanding coverage, increasing amounts on savings, and simplifying the current retirement system. David explains why SECURE Act 2.0 enjoys broad bi-partisan support. Although SECURE Act 2.0 still has a long way to go before being passed into law, the Senior Vice President of NAIFA, Diane Boyle, said she is "optimistic" the bill will be passed into law in 2022. David highlights how one of the more notable changes in the proposed bill will move the date for required minimum distribution from 70 and ½ to 75.  Under current law, if you fail to take the right amount in a required minimum distribution, you will be forced to pay a 50% exercise tax. However, with the SECURE Act 2.0, the penalty gets reduced to 25% and down to 10% if you get everything corrected. David believes, if passed into law, SECURE Act 2.0 will encourage more retirement participation.  For the workers still paying their student loans, David reveals how the bill will allow employers to match the amount employees pay towards student loans.  Several politicians have expressed the desire to get the bill passed before the end of the year. David believes now is the ideal time to get your affairs in order because some changes will come into effect as early as 2023.     Mentioned in this episode: David's books: Power of Zero, Look Before Your LIRP, The Volatility Shield, Tax-Free Income for Life and The Infinity Code DavidMcKnight.com PowerOfZero.com (free video series) @mcknightandco on Twitter  @davidcmcknight on Instagram David McKnight on YouTube

Transformational Philanthropy from the Donor's Perspective: Interview with Ron Zeeb, Founder of The Heritage Institute Transformational Philanthropy from the Donor's Perspective: “When the non-profits learn to focus on my need to give rather than their need to get, they will get a lot more from me.” As the recently released Bank of America Study of Philanthropy (previously known as the US Trust Study of High Net Worth Philanthropy) found, the number 1 reason affluent donors choose a cause or organization to support is the donor's values (72%). Only 48% gave due to the perceived need of the organization or issue, and only 13% gave due to a compelling pitch (in person, virtually, or via collateral). Therefore, the key to generating transformational gifts is to focus on the donor's values and desired outcomes and then provide opportunities for them to fulfill those desired outcomes. Consequently, your focus needs to be on the desired outcomes of your donor (their need to give), rather than the organization's needs (your need to get). Rodney C. Zeeb, JD, HDP™, Founder and CEO of The Heritage Institute. Rod has over three decades of experience in estate planning, charitable planning, and heritage design and is recognized internationally for his contributions to the field. Among the major national conferences and events Rod has spoken to are Pershing's INSITE Conference, MDRT, NAIFA, Kingdom Advisors, Securities Industries and Financial Markets Associations (SIFMA ), NAPFA, United Way of America National de Tocqueville Conference, FPA (national and regional groups), International Association of Advisors in Philanthropy, National Association of Charitable Gift Planners, and many others. Rod typically receives the highest speaker evaluations. Rod has been quoted in The Wall Street Journal, The Christian Science Monitor, Dow Jones News, Macleans Magazine (including international editions), Wealth Collection Magazine, Financial Advisor Magazine, Wealth Manager Magazine, Inside Information, and many other print and online publications. Rod has written numerous articles and white papers. He is also the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, and co-author of the novel What Matters. Learn more about your ad choices. Visit megaphone.fm/adchoices

Best-Selling Author of Everyday Excellence Joe Templin has led an eclectic life. Joe is a Co-Founder and President of The Intro Machine, Inc. an organization dedicated to teaching professionals in a variety of fields how to build an Introduction Based Business. He has spoken all across the US and Canada on ethical business development. As one of six kids (the only normal one, he insists) growing up in a small town and spending time on the family farm, Joe's parents (John and Barb) instilled a love of learning, the outdoors, and a healthy disrespect for authority while still simultaneously embracing traditional values of hard work and “love thy neighbour but mind your own dang business.” This is Joe's foundation. He was severely asthmatic but through his work ethic and love of challenge has become a martial artist and ultradistance runner. He had a speech impediment but has built a career around communicating. This habit of overcoming limitations is a theme in his life and his writings. Joe has three hooligans (Danny, Liam, and Colin) and is a very proud member of the Pi Kappa Phi Fraternity, having served multiple times as President of his local Foundation and Chapter Advisor. He has also served on the local, State, and National levels for NAIFA, is a Cubmaster (worst one ever if you ask his boys), and is involved with his local Autism Society. Serving others is important to Joe, because of how his parents raised him. Can't get enough of Joe? Visit The Intro Machine to read more than you can handle on how to set up a successful introduction-based business and put your excellence practice to work in your professional life. Joe loves the Yankees. So of course he hates the Red Sawx… Poke him during the World Series at your peril! https://everyday-excellence.com Unique Minds Consulting Group, LLC Amazon - Everyday Excellence; A Daily Guide to Growing Learn more about your host, Kim Lengling at: https://kimlenglingauthor.com --- Send in a voice message: https://anchor.fm/kim-lengling1/message Support this podcast: https://anchor.fm/kim-lengling1/support

Julie Keyes shares on Exit Planning for Family Business About: Julie Keyes is a Certified Exit Planning Advisor (CEPA) the founder of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands the responsibilities of ownership and the struggles that come with the role of being an owner. She works with business owners who seek to understand and maximize their exit and critical transition options. She is actively involved with the Exit Planning Institute, as a faculty member, a member of its Leadership Council, and recipient of EPI's “Thought Leader of Year” in 2017 and 2022. She is also on faculty for Hoopis Performance Network and a Speaker Network member. Her speaking engagements for the financial services and entrepreneurial organizations have included NAIFA, WIFS, FPA, NAWBO, Merrill, UBS, LIMRA, Lincoln Financial Services, Principal Financial Group and Frost Bank Julie recently released the 2nd Edition of “Poised for Exit” a book which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, also called “Poised for Exit”, provides content relevant to business owners and advisors alike, and can be found on all major podcast platforms. She also produced an online course specifically to help advisers educate their clients and prospects on the process of Exit Planning called “Business Transition Readiness: An Owner's Guide to the Process”. On a personal note, Julie and her husband Shaun have 8 children and 10 grandchildren, spending as much time with them as she can. She's also active in her parish and in the business community. Websites: https://keyestrategies.com/ and https://www.poisedforexit.com/

Reformed physicist, financial planner, startup founder, and autodidactic polymath best described as a Swiss Army Knife, Joe Templin has invested the past two and a half plus decades in helping others reach their financial potential as a planner, trainer, mentor, and creator.  Joe has served as a member of NAIFA (the National Association of Insurance and Financial Advisors) on the local, state, and national levels, including three terms on the NAIFA National Young Advisors Team (YAT) Subcommittee, and was honored as one of 2011 Four Under 40.  He is a graduate of the Leadership in Life Institute of NAIFA as well as Rensselaer Polytechnic Institute and is an alum of Johns Hopkins University. Joe is the author of “Every Day Excellence”, the Kindle #1 New Release in Professional Development.  Joe also co-authored “Do You Want to Make MDRT, Or Not?” with Dr. John Stolk as well as “Choices: Creating a Financial Services Career”. To learn more about Joe and his work, check out his website: https://everyday-excellence.com/. Be sure to check out his podcasts and his books, all available on the website. ******************************************** Want to learn how to attract, hire, and retain top-tier employees? Interested in learning how to scale your business to increase revenue and profit while working less? Then join my Business Success Mastermind group. A new cohort is starting. Now accepting applications: https://ib4e-coaching.com/mastermind ******************************************** Please support this podcast: https://ib4e-coaching.com/podinfo #leadership #leadershipcoaching #business #success #joetemplin #physics #financialadvisor #swissarmyknife #autodidacticpolymath ******************************************** If you like this podcast, consider supporting the effort. Every little bit helps. Thanks.

 Reverse Mortgages and How Not To Tear Your Family Apart, with Special guest, Carroll S. Golden from NAIFA

I had the privilege of being a keynote speaker at The Naifa Apex Summit and gave my talk on value leveraging. This is packed full with information I haven't shared before so I'm super excited to present this to our amazing BetterWealth community!  #BetterWealth  Free 15 Minute Clarity Call: https://bttr.ly/ytclarity (https://bttr.ly/ytclarity)  The And Asset Book: https://bttr.ly/book (https://bttr.ly/book)  BetterWealth Quiz:  https://bttr.ly/quiz (https://bttr.ly/quiz)  AndAsset.com:  https://bttr.ly/andasset (https://bttr.ly/andasset)  BetterWealth Youtube - https://bttr.ly/bwyoutube (https://bttr.ly/bwyoutube)  Financial Advisor, Agent or Coach: https://bttr.ly/advisor (https://bttr.ly/advisor)

Reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife, Joe Templin has invested the past two and a half plus decades to helping others reach their financial potential as a planner, trainer, mentor and creator.  Joe has served as a member of NAIFA (the National Association of Insurance and Financial Advisors) on the local, state, and national level, and including three terms on the NAIFA National Young Advisors Team (YAT) Subcommittee and was honored as one of the 2011 Four Under 40.  He is a graduate of the Leadership in Life Institute of NAIFA as well as Rensselaer Polytechnic Institute, and is an alum of Johns Hopkins University.Joe earned his CFP® and has written hundreds of review questions for the exam, as well as his CHARTERED ADVISOR OF PHILANTHROPY, CLU, and ChFC designations and qualified numerous times for the Million Dollar Round Table.   He has been a business columnist for the Albany Times Union, Adviser Today Magazine, The Ballston Journal, and Insurance News Net.  Joe earned his Certified Executive Counsellor designation as well as his Certified Master Executive Counsellor in 2021.Joe served as the President of the Castle Alpha Tau Foundation for Pi Kappa Phi Fraternity and as the Chapter Advisor, and is currently a Vice President of The Autism Society of the Greater Capital Region.  He has been a member of The Ancient Order of Hibernians for over 20 years, and is the Lieutenant of the Honor Guard.Templin is the Managing Director of the Unique Minds Consulting Group, LLC, and is the author of “Every Day Excellence”, the Kindle #1 New Release in Professional Development.  Joe also co-authored “Do You Want To Make MDRT, Or Not?” with Dr. John Stolk as well as “Choices: Creating a Financial Services Career”.  Joe is a Co-Founder and President of The Intro Machine, Inc. an organization dedicated to teaching professionals in a variety of fields how to build an Introduction Based Business.  He has spoken all across the US and Canada on ethical business development.In his free time, Joe enjoys running Ragnars (200 ish mile team relay races), ultramarathons, and is a 4th Dan from the Kukkiwon in Seoul, Korea and former International Champion.  He lives in Gansevoort, New York, with his hooligan boys Danny, Liam, and Colin.  They are huge Yankees fans.Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the show

Rhonda Sher is a nationally recognized expert in business networking and LinkedIn. She is the author of Convert Your Connections to Cash and Relationships to Revenue, The Two Minute Networker, The ABCs of LinkedIn, Get LinkedIn or Get Left Out and How to Avoid the Business Card Pile-Up – 52 Ways to Boost Your Business with Business Cards. Rhonda is the expert at teaching CEO's, speakers, authors, small business owners and entrepreneurs how to leverage LinkedIn and convert relationships to revenue. In addition to be an expert on the topic of LinkedIn, Rhonda is also a certified face reader and trained in Neuro Linguistic Programming (NLP) Rhonda's natural humor, interactive approach and 20 years of business experience has brought her into the forefront as a sought-after national keynote speaker and trainer. She teaches powerful, practical techniques and insider secrets to take your Profile to Profit using LinkedIn. Rhonda has given thousands of talks including clients such as Blue Shield, NAWBO, NAIFA, Vistage to name a few. She has appeared on multiple television and radio shows and is a sought-after guest on podcasts and radio shows. Rhonda is married and has two amazing adult daughters and lives in Carlsbad, CA. LinkedIn.com/in/RhondaLSher https://www.theshermethod.com (https://www.theshermethod.com) Mentioned in this episode: Get my MP3 I have recorded my book in audio form. Get your copy for free at https://www.guywhoknowsaguy.com Network without talking to strangers Did you know that you can network without ever talking to a stranger? It's true. Networking is not about awkward conversations and elevator pitches. It is about making connections and creating value. I'll teach you how in a two minute video at https://www.guywhoknowsaguy.com/innercircle

He would've built an atomic bomb as a kid...but his mom wouldn't give him the uranium. True story - and it's not even THE story.  It's merely an episode in the life of Joe Templin,  the Human Kaizen expert intent on inspiring 100 million people to make some positive change in their lives. The hope is for us to commit to self-improvement, one step at a time.The author of the Amazon Kindle #1 New Release "Every Day Excellence" wasn't intent on seizing the day from the day he was born...but he certainly adopted the philosophy the day he died ("I got better.") at the age of 10.  He's gone on to be an ultramarathoner, special needs parent, martial arts champion, polymath, and adherent to the practice of kaizen - from the Japanese word for 'improvement.'LISTEN to this interview, and then read the full bio, if you want to fill in the blanks, because with a man like Joe, each blank is meticulously filled in, and it's more than can be covered in a single conversation.Hersh and Joe do their best, however, and this chat is a noble step on an outsized quest.Key Takeaways:Accomplishment is relative to effort, not specific resultsIt's the former nuns you have to look out forThe family that multitasks together might just be on to somethingRelevant links:www.everyday-excellence.com@edewithjoeMore about Joe:Reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife, Joe Templin has invested the past two and a half plus decades to helping others reach their financial potential as a planner, trainer, mentor and creator.Joe has served as a member of NAIFA (the National Association of Insurance and Financial Advisors) on the local, state, and national level, and including three terms on the NAIFA National Young Advisors Team (YAT) Subcommittee and was honored as one of the 2011 Four Under 40. He is a graduate of the Leadership in Life Institute of NAIFA as well as Rensselaer Polytechnic Institute, and is an alum of Johns Hopkins University.Joe earned his CFP® and has written hundreds of review questions for the exam, as well as his CHARTERED ADVISOR OF PHILANTHROPY, CLU, and ChFC designations and qualified numerous times for the Million Dollar Round Table. He has been a business columnist for the Albany Times Union, Adviser Today Magazine, The Ballston Journal, and Insurance News Net. Joe earned his Certified Executive Counselor designation as well as his Certified Master Executive Counselor in 2021.Joe served as the President of the Castle Alpha Tau Foundation for Pi Kappa Phi Fraternity and as the Chapter Advisor, and is currently a Vice President of The Autism Society of the Greater Capital Region. He has been a member of The Ancient Order of Hibernians for over 20 years, and is the Lieutenant of the Honor Guard.Templin is the Managing Director of the Unique Minds Consulting Group, LLC, and is the author of “Every Day Excellence”, the Kindle #1 New Release in Professional Development. Joe also co-authored “Do You Want To Make MDRT, Or Not?” with Dr. John Stolk as well as “Choices: Creating a Financial Services Career”.Joe is a Co-Founder and President of The Intro Machine, Inc. an organization dedicated to teaching professionals in a variety of fields how to build an Introduction Based Business. He has spoken all across the US and Canada on ethical business development.

Joe Templin – Human Swiss Army Knife, Author – Every Day Excellence Welcome to our Take it Home Thursday show this week. We are glad you are back with us and look forward to hearing your thoughts on this chat. Remember if you need help or are going through a rough patch, reach out to someone, if you do not want to feel like a burden or are embarrassed to ask for help from those in your inner circle dial 988 and take option one. Do not make a permanent solution to a temporary problem. Joe Templin has led an eclectic life. As one of six kids (the only normal one, he insists) growing up in a small town and spending time on the family farm, Joe's parents (John and Barb) instilled a love of learning, the outdoors, and a healthy disrespect for authority while still simultaneously embracing traditional values of hard work and “love thy neighbor but mind your own dang business.” This is Joe's foundation. He was severely asthmatic but through his work ethic and love of challenge has become a martial artist and ultradistance runner. He had a speech impediment but has built a career around communicating. This habit of overcoming limitations is a theme in his life and his writings. Joe has three hooligans (Danny, Liam, and Colin) and is a very proud member of the Pi Kappa Phi Fraternity, having served multiple times as President of his local Foundation and Chapter Advisor. He has also served on the local, State, and National levels for NAIFA is a Cubmaster (the worst one ever if you ask his boys), and is involved with his local Autism Society. Serving others is important to Joe, because of how his parents raised him. Can't get enough of Joe? Visit The Intro Machine to read more than you can handle on how to set up a successful introduction-based business and put your excellent practice to work in your professional life. Joe loves the Yankees. So of course he hates the Red Sawx… Poke him during the World Series at your peril! This is a chat you will not want to miss. Enjoy episode 171 of The MisFitNation! https://everyday-excellence.com/ Want access to exclusive content? Join us below https://fans.truefanz.com/RichLaMonica All of our latest episodes and videos can be found here: https://www.themisfitnation.com This episode YouTube: https://youtu.be/9zerLBhLHUk --- Send in a voice message: https://anchor.fm/richard-lamonica/message Support this podcast: https://anchor.fm/richard-lamonica/support

This episode: Associations are successful when they manage their resources well. One of the most important areas for any nonprofit is financial management because well-managed funds allow for continued quality service while providing needed tools when things shift unexpectedly (pandemic anyone??). Regular guest Kevin Mayeux of NAIFA shares his wisdom and advice regarding steps any nonprofit can take to get back on track or improve their fiscal IQ. What do you do to keep your organization on track? Share a comment! --- Support this podcast: https://anchor.fm/cecilia-sepp/support

From Bestselling author, currently writing the forthcoming book Authentic Achievements - The 7 Secrets to Building Brave Belief, Unstoppable Sales, and Turning Your Leaders Into Talent Magnets for Guaranteed Sustainable Growth, this show shares advice, stories and inspiration to help you achieve exponential growth personally and for your business. Featuring interviews with industry leaders and a separate series on #confidencehacker to help you build authentic confidence.   In this episode, I am delighted to be joined by Joe Templin has led an eclectic life. As one of six kids (the only normal one, he insists) growing up in a small town and spending time on the family farm, Joe's parents (John and Barb) instilled a love of learning, the outdoors, and a healthy disrespect for authority while still simultaneously embracing traditional values of hard work and “love thy neighbour but mind your own dang business.” This is Joe's foundation. He was severely asthmatic but through his work ethic and love of challenge has become a martial artist and ultradistance runner. He had a speech impediment but has built a career around communicating. This habit of overcoming limitations is a theme in his life and his writings. Joe has three hooligans (Danny, Liam, and Colin) and is a very proud member of the Pi Kappa Phi Fraternity, having served multiple times as President of his local Foundation and Chapter Advisor. He has also served on the local, State, and National levels for NAIFA, is a Cubmaster (worst one ever if you ask his boys), and is involved with his local Autism Society. Serving others is important to Joe, because of how his parents raised him. If you want to find out more check us out at www.authenticachievements.co.uk Learn more about your ad choices. Visit megaphone.fm/adchoices

“I've been able to take this concept, and every single day in some way, improve who and what I am. And over the past 49 plus years, I've made some good progress. And I can't wait to see why I can eventually become over the next 50 to 60 years”Joe's Top Five Tips For Human Kaizen1.       Worth IT!2.       Pearls3.       Hard4.       Environment5.       ChoiceTIME STAMP SUMMARY04:02 What is excellence?10:35 How your environment affects you15:44 Perseverance is one of the major keys25:27 Having your goals, and sticking to them to achieve Human Kaizen Where to find Joe Templin?LinkedIn                                              https://www.linkedin.com/in/joe-templin Website                                              https://everyday-excellence.com/  Who is Joe Templin? Reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife, Joe Templin has invested the past two and a half plus decades to helping others reach their financial potential as a planner, trainer, mentor, and creator.  Joe has served as a member of NAIFA (the National Association of Insurance and Financial Advisors) on the local, state, and national level, and including three terms on the NAIFA National Young Advisors Team (YAT) Subcommittee and was honored as one of the 2011 Four Under 40.  He is a graduate of the Leadership in Life Institute of NAIFA as well as Rensselaer Polytechnic Institute, and is an alum of Johns Hopkins University.Joe earned his CFP® and has written hundreds of review questions for the exam, as well as his CHARTERED ADVISOR OF PHILANTHROPY, CLU, and ChFC designations and qualified numerous times for the Million Dollar Round Table.   He has been a business columnist for the Albany Times Union, Adviser Today Magazine, The Ballston Journal, and Insurance News Net.  Joe earned his Certified Executive Counsellor designation as well as his Certified Master Executive Counsellor in 2021. Joe served as the President of the Castle Alpha Tau Foundation for Pi Kappa Phi Fraternity and as the Chapter Advisor and is currently a Vice President of The Autism Society of the Greater Capital Region.  He has been a member of The Ancient Order of Hibernians for over 20 years and is the Lieutenant of the Honor Guard. Templin is the Managing Director of the Unique Minds Consulting Group, LLC, and is the author of “Every Day Excellence”, the Kindle #1 New Release in Professional Development...

969 Joe Templin has led an eclectic life. As one of six kids (the only normal one, he insists) growing up in a small town and spending time on the family farm, Joe's parents (John and Barb) instilled a love of learning, the outdoors, and a healthy disrespect for authority while still simultaneously embracing traditional values of hard work and “love thy neighbour but mind your own dang business.” This is Joe's foundation. He was severely asthmatic but through his work ethic and love of challenge has become a martial artist and ultradistance runner. He had a speech impediment but has built a career around communicating. This habit of overcoming limitations is a theme in his life and his writings. Joe has three hooligans (Danny, Liam, and Colin) and is a very proud member of the Pi Kappa Phi Fraternity, having served multiple times as President of his local Foundation and Chapter Advisor. He has also served on the local, State, and National levels for NAIFA, is a Cubmaster (worst one ever if you ask his boys), and is involved with his local Autism Society. Serving others is important to Joe, because of how his parents raised him. Can't get enough of Joe? Visit The Intro Machine to read more than you can handle on how to set up a successful introduction-based business and put your excellence practice to work in your professional life. Joe loves the Yankees. So of course he hates the Red Sawx… Poke him during the World Series at your peril! ________ Want your customers to talk about you to their friends and family? That's what we do! We get your customers to talk about you so that you get more referrals with video testimonials. Go to www.BusinessBros.biz to be a guest on the show or to find out more on how we can help you get more customers! #Businesspodcasts #smallbusinesspodcast #businessmarketingtips #businessgrowthtips #strategicthinking #businessmastery #successinbusiness #businesshacks #marketingstrategist #wealthcreators #businessstrategies #businesseducation #businesstools #businesspodcast #businessmodel #growthmarketing #businesshelp #businesssupport #salesfunnel #buildyourbusiness #podcastinglife #successgoals #wealthcreation #marketingcoach #smallbusinesstips #businessmarketing #marketingconsultant #entrepreneurtips #businessstrategy #growyourbusiness --- Support this podcast: https://anchor.fm/businessbrospod/support

JOE TEMPLIN, an "Ultramarathoner, special needs parent, former International Tae Kwon Do Champion, unrepentant geek" and so much more, including a podcast host, author, Managing Director of the Unique Minds Consulting Group, and the CEO of the Lamp of Castle Holdings, Inc. from New York, will join us to discuss his business, his books, and his journey that is geared to helping all to achieve excellence and to be successful. FROM HIS WEBSITE: "Joe Templin has led an eclectic life. As one of six kids (the only normal one, he insists) growing up in a small town and spending time on the family farm, Joe's parents (John and Barb) instilled a love of learning, the outdoors, and a healthy disrespect for authority while still simultaneously embracing traditional values of hard work and “love thy neighbour but mind your own dang business.” This is Joe's foundation. He was severely asthmatic but through his work ethic and love of challenge has become a martial artist and ultradistance runner.   He had a speech impediment but has built a career around communicating. This habit of overcoming limitations is a theme in his life and his writings. Joe has three hooligans (Danny, Liam, and Colin) and is a very proud member of the Pi Kappa Phi Fraternity, having served multiple times as President of his local Foundation and Chapter Advisor. He has also served on the local, State, and National levels for NAIFA, is a Cubmaster (worst one ever if you ask his boys), and is involved with his local Autism Society. Serving others is important to Joe, because of how his parents raised him. Can't get enough of Joe? Visit The Intro Machine to read more than you can handle on how to set up a successful introduction-based business and put your excellence practice to work in your professional life. ​Joe loves the Yankees. So of course he hates the Red Sawx… Poke him during the World Series at your peril!" everyday-excellence.com

JOE TEMPLIN, an "Ultramarathoner, special needs parent, former International Tae Kwon Do Champion, unrepentant geek" and so much more, including a podcast host, author, Managing Director of the Unique Minds Consulting Group, and the CEO of the Lamp of Castle Holdings, Inc. from New York, will join us to discuss his business, his books, and his journey that is geared to helping all to achieve excellence and to be successful. FROM HIS WEBSITE: "Joe Templin has led an eclectic life. As one of six kids (the only normal one, he insists) growing up in a small town and spending time on the family farm, Joe's parents (John and Barb) instilled a love of learning, the outdoors, and a healthy disrespect for authority while still simultaneously embracing traditional values of hard work and “love thy neighbour but mind your own dang business.” This is Joe's foundation. He was severely asthmatic but through his work ethic and love of challenge has become a martial artist and ultradistance runner.   He had a speech impediment but has built a career around communicating. This habit of overcoming limitations is a theme in his life and his writings. Joe has three hooligans (Danny, Liam, and Colin) and is a very proud member of the Pi Kappa Phi Fraternity, having served multiple times as President of his local Foundation and Chapter Advisor. He has also served on the local, State, and National levels for NAIFA, is a Cubmaster (worst one ever if you ask his boys), and is involved with his local Autism Society. Serving others is important to Joe, because of how his parents raised him. Can't get enough of Joe? Visit The Intro Machine to read more than you can handle on how to set up a successful introduction-based business and put your excellence practice to work in your professional life. ​Joe loves the Yankees. So of course he hates the Red Sawx… Poke him during the World Series at your peril!" everyday-excellence.com

As one of six kids (the only normal one, he insists) growing up in a small town and spending time on the family farm, Joe's parents (John and Barb) instilled a love of learning, the outdoors, and a healthy disrespect for authority while still simultaneously embracing traditional values of hard work and “love thy neighbour but mind your own dang business.” This is Joe's foundation. He was severely asthmatic but through his work ethic and love of challenge has become a martial artist and ultradistance runner. He had a speech impediment but has built a career around communicating. This habit of overcoming limitations is a theme in his life and his writings. Joe has three hooligans (Danny, Liam, and Colin) and is a very proud member of the Pi Kappa Phi Fraternity, having served multiple times as President of his local Foundation and Chapter Advisor. He has also served on the local, State, and National levels for NAIFA, is a Cubmaster (worst one ever if you ask his boys), and is involved with his local Autism Society. Serving others is important to Joe, because of how his parents raised him. Connect with Joe: Website: https://everyday-excellence.com/ +++++ Subscribe to the Podcast! ▶︎ PODCAST | https://bit.ly/3bU6D3l Please Follow & Connect with me! Link's Below ▶︎ WEBSITE | https://tyzerevans.com ▶︎ YOUTUBE | https://youtube.com/c/tyzerevans ▶︎ INSTAGRAM | https://instagram.com/tyzerevans ▶︎ FACEBOOK | https://facebook.com/grindsellelevate ▶︎ LINKEDIN | https://linkedin.com/in/tyzerevans ▶︎ TWITTER | https://twitter.com/tyzerevans ▶︎ TIKTOK | https://tiktok.com/tyzerevans ▶︎ PATREON | https://patreon.com/tyzerevans Check out Tyzer's other podcast "The Book Legion" at https://thebooklegion.com

“When looking at success in whichever capacities, begin with the end in mind, and by doing that you can focus on making the best possible choice.” Joseph Templin Every day you make decisions that either moves you forward or sets you back financially. Your beliefs about money, yourself and the world will inform every aspect of how you deal with money, and therefore is important to fully understand these held convictions. This is according to Joseph Templin, who helps his clients to understand why they make choices that they do around money matters, and why it is important to consider the bigger picture. Reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife, Joseph Templin, often referred to as Joe, has invested the past two and a half plus decades to helping others reach their financial potential as a planner, trainer, mentor and creator.  Joe has served as a member of NAIFA (the National Association of Insurance and Financial Advisors) on the local, state, and national level, and including three terms on the NAIFA National Young Advisors Team (YAT) Subcommittee and was honored as one of the 2011 Four Under 40.  He is a graduate of the Leadership in Life Institute of NAIFA as well as Rensselaer Polytechnic Institute, and is an alum of Johns Hopkins University. Joe earned his CFP® and has written hundreds of review questions for the exam, as well as his CHARTERED ADVISOR OF PHILANTHROPY, CLU, and ChFC designations and qualified numerous times for the Million Dollar Round Table.   He has been a business columnist for the Albany Times Union, Adviser Today Magazine, The Ballston Journal, and Insurance News Net.  Joe earned his Certified Executive Counsellor designation as well as his Certified Master Executive Counsellor in 2021. Joe served as the President of the Castle Alpha Tau Foundation for Pi Kappa Phi Fraternity and as the Chapter Advisor, and is currently a Vice President of The Autism Society of the Greater Capital Region.  He has been a member of The Ancient Order of Hibernians for over 20 years, and is the Lieutenant of the Honor Guard. Joe is the Managing Director of the Unique Minds Consulting Group, LLC, and is the author of “Every Day Excellence”, the Kindle #1 New Release in Professional Development.  Joe also co-authored “Do You Want To Make MDRT, Or Not?” with Dr. John Stolk as well as “Choices: Creating a Financial Services Career”.  Joe is a Co-Founder and President of The Intro Machine, Inc. an organization dedicated to teaching professionals in a variety of fields how to build an Introduction Based Business.  He has spoken all across the US and Canada on ethical business development. In his free time, Joe enjoys running Ragnars (200 ish mile team relay races), ultramarathons, and is a 4th Dan from the Kukkiwon in Seoul, Korea and former International Champion.  He lives in Gansevoort, New York, with his hooligan boys Danny, Liam, and Colin.  They are huge Yankees fans. On today's episode, Joe talks to me about setting money philosophies and how to plan for finances in advance. Listen in! Media Handles: https://everyday-excellence.com/ https://www.linkedin.com/in/joe-templin/ I went to grad school for physics and my MBA, and I was working full time as a college intern with Northwestern Mutual. After I graduated I maintained my student lifestyle because I knew that deferred compensation was the best model. I never let my lifestyle grow as fast as my income which gave me a lot of flexibility long range. One of the big differences among the financial classes in the United States is people who are truly rich buy tremendous value for things that can last for decades as opposed to the quick fix. People don't realize that if you can save on one area, that allows you to have more output because you dedicate it to things that actually pay dividends. One of the things is you can tell what class somebody is by their philosophy and attitude around money. If you can trade time for money, that's work, and if you can change money for time, that's leisure. Our understanding about money and our philosophies on money are carried forth and reflected in our decisions. One of the questions that I ask my clients is to tell me about their earliest and or strongest memory of money from growing up, and how that has influenced you. It is important to invest the time essentially on financial counseling to understand why you and your significant other make financial choices and come up with a unified family philosophy. Having a unified philosophy is important and ensuring that it can pass on down to the next generation. Commercial break If you really understand why you want to do something, it makes the discussions around it a lot easier, because you're clear about what your value and concern is. When you're looking at your financial philosophies, you want to make sure that your loved ones are inheriting the mindset around money that you desire. When looking at success in whichever capacities, begin with the end in mind, and by doing that you can focus on making the best possible choice. ………………………………………………… Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you. Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe. As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more. To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.

On this episode, we sit down with leading excellence and mindset coach, former International Taekwon Do champion, ultra marathon runner and proud Dad of three boys, who is involved in more community work than we have space to list here. Joe details for us, how shifting your mindset to one of daily excellence, empowers rather than enables.  This discussion breaks open how to coach your children through hardships, build their independence and shows how to see 'convenience' for what it truly is, the oppositional force to achieving excellence.  In this episode you will learn about: The difference between excellence and convenienceHow to lead your child into hard choices to create resilienceImplementing the "what if?" and "reset button" tools with your kidsThe chemical reason to smile... so much more. ABOUT JOE TEMPLIN Author of Everyday Excellence: A Daily Guide to Growing Get the book here

How do you make little improvements daily for an entire year?What benefit comes from developing new daily habits?Joe Templin, also known as The Human Kaizen Expert. He is an author, speaker and excellence motivator. He authored the Amazon #1 Bestseller, "365 Days of Excellence" and is the Vice President at Autism Society. His mission is to make individuals and organizations better, REALLY better.Joe has led an eclectic life. As one of six kids (the only normal one, he insists) growing up in a small town and spending time on the family farm, Joe's parents (John and Barb) instilled a love of learning, the outdoors, and a healthy disrespect for authority while still simultaneously embracing traditional values of hard work and “love thy neighbour but mind your own dang business.”  This is Joe's foundation.Joe was severely asthmatic but through his work ethic and love of challenge has become a martial artist and ultradistance runner.  He had a speech impediment but has built a career around communicating.  This habit of overcoming limitations is a theme in his life and his writings.Joe has three hooligans, his beloved sons (Danny, Liam, and Colin) and is a very proud member of the Pi Kappa Phi Fraternity, having served multiple times as President of his local Foundation and Chapter Advisor.  He has also served on the local, State, and National levels for NAIFA, is a Cubmaster (worst one ever if you ask his boys), and is involved with his local Autism Society.  Serving others is important to Joe, because of how his parents raised him.In addition, Joe is here to show you how to set up a successful introduction-based business and put your excellence practice to work in your professional life. He guides you through discovering your path to excellence.Joe loves the Yankees.  So of course he hates the Red Sawx…  Poke him during the World Series at your peril!Joe's book, 'Every Day Excellence: A Daily Guide To Growing' emphasizes how it all comes down to continuous daily improvement. It has been equated to taking a multivitamin daily for life.On this episode, Joe coaches his clients on how to set up a successful introduction-based business and put their excellence practice to work in their professional life.Connect with Joe on:WebsiteFacebookLinkedInConnect with me on:FacebookInstagramEmail: roberta4sk@gmail.comYouTubeAdditional Resources:"Every Day Excellence: A Daily Guide To Growing" by Joe TemplinIf you use the code "SACP" (which stands 'Speaking and Communicating Podcast') when purchasing products on Joe's website, you will receive discounts."The Single-Seat Mindset" w/ Dominic Slice Teich"How To Have Confidence And Achieve Excellence" w/ Elizabeth BatallaKindly subscribe to our podcast.Leave a rating and a review on iTunes and Spotify:iTunesSpotify

Jake Mellor is an Investment Advisor Representative (IAR) of Legacy Wealth Management, LLC which is a Registered Investment Advisory Firm (RIA). He's a business partner of mine, and he has a wealth of knowledge. He's had the great state of Utah, he trained CPAs. He's got an MBA, MACC, and is a certified financial planner.Jake has a well-rounded business, he has a menu of services. He started out having a wealth management firm, a tax firm, and two insurance agencies. He has been instrumental in coaching, teaching mentoring, accounting firms across the country, financial advisors across the country, and partner a lot with real estate professionals. A two-time president of the local chapter of NAIFA. Now since then, he has grown and been able to work very professionally with other professionals.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌How Deferred Sales Trust helps people?What are the strategies for selling highly appreciated assets?How to grow business with DST?Connect with Jake Mellor:https://capitalgainstaxsolutions.com/deferred-sales-trust-made-simple-with-jake-mellor/Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Lisa Rehburg is President of Rehburg Life Insurance Settlements, and a life insurance settlements broker. Lisa is passionate about assisting financial, insurance, legal and non-profit professionals to help their clients benefit from their unwanted or unneeded life insurance policies. Having been in the health and life insurance industries for over 30 years, Lisa has presented to hundreds of organizations, including various Financial Planning Associations, Fiduciary Associations, Estate Planning Councils, Planned Giving Roundtables, NAPFA, NAIFA and Health Underwriters Associations, to raise the visibility of life insurance settlements as an option for clients, when appropriate. She has held executive roles at carriers, general agencies and TPAs, and holds a Bachelor of Arts in Finance and a Master of Arts in Organizational Development. Lisa Rehburg joins host Ric Franzi on Critical Mass Business Talk Show to discuss how her firm helps clients benefit from their unwanted or unneeded life insurance policies. --- Critical Mass Business Talk Show is Orange County's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at Renaissance Executive Forums Orange County. This edition of Critical Mass Business Talk Show is proudly supported by Gottlieb, Rackman & Reisman, P.C. GRR provides legal advice and guidance on all aspects of intellectual property law including patents, trademarks, and copyrights. Learn more at GRR.com.  

Reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife, Joe Templin has invested the past two and a half plus decades to helping others reach their financial potential as a planner, trainer, mentor and creator.  He has served as a member of NAIFA (the National Association of Insurance and Financial Advisors) on the local, state, and national level, and including three terms on the NAIFA National Young Advisors Team (YAT) Subcommittee and was honored as one of the 2011 Four Under 40.  He is a graduate of the Leadership in Life Institute of NAIFA as well as Rensselaer Polytechnic Institute, and is an alum of Johns Hopkins University. Joe earned his CFP as well as his CHARTERED ADVISOR OF PHILANTHROPY, CLU, and ChFCdesignations and has qualified numerous times for the Million Dollar Round Table. He has been a business columnist for the Albany Times Union, Adviser Today Magazine, The Ballston Journal, and Insurance News Net.  Joe earned his Certified Executive Counsellor designation as well as his Master Executive Counsellor in 2021. Joe served as the President of the Castle Alpha Tau Foundation for Pi Kappa Phi Fraternity and as the Chapter Advisor, and is currently a Board Member of The Autism Society of the Greater Capital Region. He has been a member of The Ancient Order of Hibernians for over 20 years, and is the Lieutenant of the Honor Guard. Templin is the Managing Director of the Unique Minds Consulting Group, LLC, and is the author of “Every Day Excellence” and co-authored “Do You Want To Make MDRT, Or Not?” with Dr. John Stolk as well as “Choices: Creating a Financial Services Career”. Joe is a Co-Founder and President of The Intro Machine, Inc. an organization dedicated to teaching professionals in a variety of fields how to build an Introduction Based Business. He has spoken all across the US and Canada on ethical business development. In his free time, Joe enjoys running Ragnars (200 ish mile team relay races) ultramarathons and is a champion-level martial artist.  He lives in Ballston Spa, New York, with his hooligan boys Danny, Liam, and Colin.  They are huge Yankees fans. Visit www.everyday-excellence.com and use promo code Inspirational Journeys to get 10% off any product on the site. --- Send in a voice message: https://anchor.fm/inspirational-journeys/message

In this episode of Intuitively Rich Ani talked to Keith about his life adventures and the wonderful inspirational lessons that he learned through those challenges. Keith is a Colorado native attending Douglas County High School, Arapahoe Community College, Metropolitan State University and the College for Financial Planning. His education was spread out over several decades with two years in the Army with a tour in the Vietnam War. Keith started with New York Life in 1975 when he was 27, acquired his Certified Financial Planner (CFP) designation in 1989, and retired from planning in 2001. Keith was President of his local NAIFA chapter 1995-1999. Keith spent two years in the Army with a tour in the Vietnam War. That experience taught him to never waste time, it's too precious, and to that end, he has lived an interesting life racing cars and bicycles, skiing, foreign travel, and climbing many of Colorado's famous Fourteener's. It was that love of hiking and climbing that lead Keith to Nepal twice in the 1990's. His new award-winning book “Tenacity: You Don't Have to Get Lost in Nepal to Find Yourself, But it Helps!” is based on the second trip when he traveled alone and got lost for a few days in the Himalayas. It was from this experience that Keith developed his "TRIP Communication System". TRIP is an acronym for Tenacity, Resilience, Imagination, and Purpose. He started racing bicycles at 54 and became the President of the Colorado Bicycle Racing Association for Seniors (COBRAS) in 2011. Keith gained international acclaim with his 2004 article “Compassion at Death's Door” in The American Legion magazine. His other books include: “The Pain and Joy of Love, A Collection of Black & White Photography, Short Stories, and Poetry”, the illustrated children's book on grieving “Zooch the Pooch, My Best Friend” co-authored with friend Michael Kelley, and three Zooch audiobooks. He also wrote the column “Philosophy Speaking” for the Downtown Denver News for seven years. Ever the volunteer, Keith has sat on Boards and Committees for The American Diabetes Association, The American Cancer Society, and the Porsche Club of America Rocky Mountain Chapter. Looking to expand his horizons after retirement Keith joined a local Toastmasters club and learned public speaking. In 2016, Keith joined the National Speakers Association (NSA) Colorado Chapter and won the Member of the Year in 2017. He served on the Board of NSA-Colorado as the Secretary/VP of Operations from 2017-2021. FOLLOW Keith: Website: https://www.keithrenninson.com/ Instagram: https://www.instagram.com/flobito/ Facebook: https://www.facebook.com/thetenacityexpert Linkedin: https://www.linkedin.com/in/keithrenninson/ YouTube: https://www.youtube.com/channel/UCOXGRfQVwDD8qUQ8uUwK9kA/videos Ani Rich is a Life Coach, Embodiment Yoga Teacher, Mother, a Podcast Host, and a Life Coach. FOLLOW Ani: Hear Ani's Story https://www.youtube.com/watch?v=1yWsX... Instagram: https://www.instagram.com/ (personal) https://www.instagram.com/ani_rich_co... Website: https://anirich.com/ LinkedIn: https://www.linkedin.com/in/ani-rich-... YouTube: https://www.youtube.com/channel/UCXAi... Facebook: https://www.facebook.com/anirichcoaching Amazon: https://www.amazon.com/dp/B08VS7DG76 Much love Ani Rich --- Send in a voice message: https://anchor.fm/ani-rich/message Support this podcast: https://anchor.fm/ani-rich/support

Stephanie talks to Joe Templin, an author and a true resilience leader!Get Joe's book at a discounted rate and support The Set Me Free Project to fight human trafficking at the same time! Discount Code: Resilience Purchase link: www.everyday-excellence.com (ebook) or amazon.comReformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife, Joe Templin has invested the past two and a half plus decades to helping others reach their financial potential as a planner, trainer, mentor and creator. He has served as a member of NAIFA (the National Association of Insurance and Financial Advisors) on the local, state, and national level, and including three terms on the NAIFA National Young Advisors Team (YAT) Subcommittee and was honored as one of the 2011 Four Under 40. He is a graduate of the Leadership in Life Institute of NAIFA as well as Rensselaer Polytechnic Institute, and is an alum of Johns Hopkins University. Joe earned his CFP as well as his CHARTERED ADVISOR OF PHILANTHROPY, CLU, and ChFC designations and has qualified numerous times for the Million Dollar Round Table. He has been a business columnist for the Albany Times Union, Adviser Today Magazine, The Ballston Journal, and Insurance News Net. Joe earned his Certified Executive Counsellor designation as well as his Master Executive Counsellor in 2021. Joe served as the President of the Castle Alpha Tau Foundation for Pi Kappa Phi Fraternity and as the Chapter Advisor, and is currently a Board Member of The Autism Society of the Greater Capital Region. He has been a member of The Ancient Order of Hibernians for over 20 years, and is the Lieutenant of the Honor Guard. Templin is the Managing Director of the Unique Minds Consulting Group, LLC, and is the author of “Every Day Excellence” and co-authored “Do You Want To Make MDRT, Or Not?” with Dr. John Stolk as well as “Choices: Creating a Financial Services Career”. Joe is a Co-Founder and President of The Intro Machine, Inc. an organization dedicated to teaching professionals in a variety of fields how to build an Introduction Based Business. He has spoken all across the US and Canada on ethical business development. In his free time, Joe enjoys running Ragnars (200 ish mile team relay races) ultramarathons and is a champion-level martial artist. He lives in Ballston Spa, New York, with his hooligan boys Danny, Liam, and Colin. They are huge Yankees fans. Book Title: Every Day Excellence (A Daily Guide to Growing) Author Name: Joseph RR Templin Description: Life is a journey. Every day can be viewed as a semi-independent event or contest, and using insight from others ranging from Marcus Aurelius to Nadia Comaneci to Dori from Finding Nemo, we can get a better handle on the world around us and some guidance on that journey. Quote, discussion, then action item for the day translates the map from potential to doing daily and growth whether in business, relationships, personal or physical development. Purchase link: www.everyday-excellence.com (ebook) or amazon.com Every Day Excellence With Joe (@EDEwithJoe) / Twitterhttp://stephanieolson.comhttp://setmefreeproject.net

Joe Templin Every Day Excellence Interview with author of Every Day Excellence Joe Templin #Author #EveryDayExcellence #JoeTemplin Hi, and welcome to the show! On today's My Future Business Show I have the pleasure of welcoming to the show, author, planner, mentor, trainer, coach and creator, Joe Templin, to talk about his book Every Day Excellence A Daily Guide To Growing, and how you can use it to live your best life. Joe is father to three ‘hooligans', he's a reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife. Over the last decade or so, Joe has helped others reach their financial potential as a planner, trainer, mentor and creator. Joe has served as a member of the National Association of Insurance and Financial Advisors, on both the local and national level, including three terms on the NAIFA National Young Advisors Team Subcommittee. He was also honored as one of the 2011 Four Under 40. Joe is a graduate of the Leadership in Life Institute of NAIFA as well as Rensseleaer Polytechnic Institute, and is an alum of Johns Hopkins University. On today's call, Joe shares his book ‘Every Day Excellence”. EDE is, as Joe puts it, is basically a multivitamin for life; and on this content-rich call, Joe shares many stories relating to his own life's journey, and reveals how the book can guide you towards living both a rewarding and fulfilling life. To learn more about Joe's books, or to contact him directly, click the link below. Disclosure of Material Connection: This is a “sponsored post.” The company who sponsored it compensated My Future Business via a cash payment, gift, or something else of value to produce it. We are disclosing this in accordance with the Federal Trade Commission's 16 CFR, Part 255: “Guides Concerning the Use of Endorsements and Testimonials in Advertising.”

Eszylfie serves as financial advisor to individuals, business owners, athletes, celebrities, and high net worth families. He attended Concordia University on a basketball scholarship and graduated Magna Cum Laude with a Bachelor's Degree in Business Management. Prior to founding his own company in 2013, he was a standout financial advisor at New York Life, making Chairman's Cabinet and finishing as one of the top 25 advisors in the country in 2012 (out of approximately 10,000). Early on in his career, Mr. Taylor had a breakthrough that centered around how to improve his market and focus on solving problems, not selling products. Naturally, he built upon this and used his successes and failures as teaching tools that would contribute to the start of The Taylor Method, a sales process for financial advisors.Mr. Taylor has been a Million Dollar Round Table Top of the Table producer since 2011, which places him in the top 1% of advisors worldwide.In 2015, he was the recipient of NAIFA's Advisor Today Top 4 Under Forty award. In 2018, he was featured as THE financial advisor in a national LinkedIn commercial campaign called “In it together.”Through all the success, Eszylfie has continued to contribute to his community. He currently sits on the board of three non-profit organizations dedicated to business empowerment, children's' health, and social services. Since 2003, his own nonprofit, Future Stars, has been hosting a basketball camp for underserved youth in the community, instilling in them the tools he uses to achieve success: hard work, perseverance, integrity, and sacrifice.Learn More: https://www.taylorinsfin.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eszylfie-taylor-founder-and-president-of-taylor-insurance-and-financial-services

Scott welcomed Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA in studio for an informative discussion. Pete is a long-time friend and professional associate of Scott's. Currently, Pete is President of Cohesive Insurance Brokerage and he is the Government Relations Chairperson of NAIFA – CA. NAIFA stands for the National Association of Insurance and Financial Advisors, the only organization of its kind that advocates for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of the members. Scott and Pete discuss how NAIFA is an important organization for Advisors to join, all the benefits it provides, and the advocacy efforts they deploy for Advisors and Insurance Professionals. Pete shares how he got involved in NAIFA, what he does in his current role, and much more about the current legislation and regulations within insurance and financial services. Connect with Scott on LinkedInConnect with Pete on LinkedInFor more on The Optimized Advisor Podcast click here  For more on NAIFA click hereFor more on NAIFA-CA click hereFor more on Cohesive Insurance Services click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com 

Taylor Collins – The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode 008 Taylor Collins Taylor Collins is the owner of Professional Benefits Incorporated. Taylor was born and raised in Sarasota, Florida. After obtaining a Risk Management/Insurance degree from Florida State University including working at Lloyds of London in London, she returned home to join the family business. In 2019, she purchased this 50-year-old independent insurance agency from her father, Jim Tollerton. The business focuses on providing value in the executive compensation and benefit space across the country with their second largest clientele base in Seattle, WA. Her firm strives to offer creative benefit solutions to help recruit, retain, and reward executives. Taylor currently serves as the NAIFA State of Florida PAC Chair and Sarasota Junior League Public Affairs committee among many other organizations. Her greatest accomplishment is utilizing funds from the local NAIFA chapter to endow a scholarship for a woman studying for her Associates Degree in Risk Management/insurance at State College of Florida. It's always nice to leave a legacy. She also supports ongoing efforts for women in the financial services and insurance industry. Listen to this dynamic The Confident Retirement Podcast episode with Taylor Collins to know more about long-term care, disability and life health insurance and be educated on its importance and benefits for individuals and small groups. Get to know more of how time stood still with Taylor as she gave us some valuable learnings from her personal and professional experience. Here is what to expect on this week's show: The story of how Taylor acquired her father's business, the positives and the challenges of it and why she chose the insurance industry,  What is a simple way that Taylor describes insurance and how she loved having conversations on what is important for an individual? -Taylor expands on the misconception that life insurance is “EXPENSIVE”. -Taylor shares about the gap and blind spots in the insurance industry. -What's the importance of having insurance in having a confident retirement in the future? -Taylor tells about her experience opening up a bankbook as her first's memory with money. -How she is helping in bringing up the women and minority group to get into the path of insurance as a career. Connect with Taylor Collins/Professional Benefits: Guest Contact Info: (941) 957-1310 Website: https://professionalbenefits.org LinkedIn: https://www.linkedin.com/in/taylor-collins-cebs-clu-2949685/ Facebook: https://www.facebook.com/ProfessionalBenefits Connect with Kris and Mark Website: https://www.lpfadvisors.com/ LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/ Twitter: @kflammang #MarkPicchi Highlights: [01:24-01.33] I thought also to try insurance, and I ended up loving it. It came easy to me. It was powerful. It was important. As I learned more about it, I got more interested in it. [07:45-08:00] Life insurance, disability insurance has been around for over 100 years. Very old school in some senses. But in a lot of ways, we stand the test of time. We show up when the unthinkable happens, still to the day. [28:38-28:57] I've always admired teachers, which actually plays a lot into what we do in general. I mean, meeting our clients and helping them understand our world is something we do constantly. I'm doing it now just on a different level. I would love to help support the next generation as well. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode of The F Word, Sheryl Hickerson is speaking with Dina Mabry, Managing Director of BGA Insurance. Dina received her BA in Sociology from Loyola Marymount University. She spent a large part of her sales career in the pharmaceutical industry as a sales and management leader at Bristol Myers Squibb. Her background has strengthened BGA's presence among financial service professionals, Attorneys and CPA's in all states. Although her focus is in the areas of Life, Long term care, Disability and Annuities, Dina's passion is the combination products of Life/LTC. She is a trusted resource for all options to protect clients' estates from an extended long term care event. Dina is involved in many networking and charitable organizations. Including a member of the Executive Leadership Team with the Circle of Red/American Heart Association, W Source, The Exchange LA, NAIFA and W2W. Dina is married with three children and lives in Oak Park, CA. In today's chat we will discuss: - Long-Term Care Insurance: Why it's really the life insurance product we are looking for today. - Risk Management: We need more conversations around this, especially for women. - Insurance: It should be a top-of-the-agenda discussion in financial planning. Be sure to connect with Dina Mabry: LinkedIn: https://www.linkedin.com/in/dina-mabry-46666b8/ Website: https://www.bgainsurance.com/ Email: dinam@bgainsurance.com

Join me and my guest, Bill Bishop, as they talk about the BIG Idea Conversation. Bill is the owner of The BIG Idea Company, which has been around since 1987, helping over 5000 businesses launch ideas into the marketplace. Find out how you can get out of the old factory way of thinking! In this episode, you'll learn: The drive to focus more on virtual businesses in the new factory way of thinking. How most business owners tell the same story about their companies. They define their business on their product! Finding your new niche. Are there businesses that are unable to do that? Can you immediately start on that change your business needs? Learning how to adapt. Something terrible can always happen! ~ About Bill Bishop: In his teenage years, Bill Bishop was dead set against a career in marketing. His parents operated a small marketing company and to save money, they often used Bill as free labor in advertising and PR programs. At the age of six, he was cast as "The OFF Boy" in a series of commercials for the famous insect repellant. At age 14, they dressed him up in a frog outfit to promote a local retail mall, followed by a humiliating stint in a pink bunny suit. These indignities, along with many others, made Bill swear he would never pursue marketing as a career. Yet, in his early 20s, Bill was thrust back into the marketing world when he won a waiter contest by selling 1,400 lobsters. This seminal event was so inspiring and lucrative that Bill concluded he actually loved marketing and decided to start his own marketing company. Since that time, Bill and his team of coaches have helped more than 10,000 entrepreneurs in dozens of industries around the world develop and market innovative BIG Ideas. Today, Bill is the CEO of The BIG Idea Company and the creator of The BIG Idea Adventure™, an advanced coaching program that helps entrepreneurs grow their business by creating, packaging, and promoting BIG Ideas. He is also the founder of The New Economy Network, and the inventor of the popular board game Quibberish®: The Paraphrase Puzzle Game. In addition, Bill is the author of nine books including How To Sell A Lobster (now sold in 25 countries in 12 languages), The Problem With Penguins, Beyond Basketballs, Return of The Lobster, and Global Marketing For The Digital Age. He was also the author of Strategic Marketing For The Digital Age (1996), the first book published about e-commerce and Internet marketing. He recently published his new book The New Factory Thinker: Re-Wire Your Mind For Success In A Disrupted Marketplace. He also published Going To The Net, a book about using psychology and mindfulness to excel at tennis and life. Bill has delivered speeches to hundreds of organizations including The MIT Entrepreneur Program, TEC, Entrepreneur's Organization (EO), Advocis, The Knowledge Bureau, MDRT, NAIFA, NAPFA, Independent Financial Brokers, Workcomp Advisors, Pro-Seminars, BNI, The Ivey School of Business, The Schulich School of Business, and Queen's University Executive MBA Program. ~ BIG IDEA THINGS YOU CAN DO 1. Watch my BIG Idea TV Show: Upside Down & Sideways 2. Schedule a BIG Idea Chat with me 3. Take our free TRUMARK Index™ personality test 4. Learn more about New Factory Thinking 5. Visit The BIG Idea Company website ---

The cancer with the highest and fastest rise since 1970 is thyroid cancer. It is disproportionately affecting women. According to the American Cancer Society, about 56,870 new cases of thyroid cancer (42,470 in women, and 14,400 in men) are diagnosed each year. In 2010, I was one of those patients. The disease is a bit of a mystery, so, I spoke with Dr. Naifa Busaidy, an Associate Professor in the Department of Endocrine Neoplasia and Hormonal Disorders at The University of Texas MD Anderson Cancer Center in Houston, TX. I became aware of her work through a great talk she gave for ThyCa (http://thyca.org/). Dr. Busaidy gave me some great info, which proves even 7 years into the disease, there are still things to learn. Share it with some who needs it. Dr. Busaidy's ThyCa presentation: https://www.youtube.com/watch?v=ljVS_c1wsuU

Eszylfie Taylor is a Million Dollar Round Table Top of the Table producer. Before starting his own brokerage, Eszylfie Taylor finished his career as the top producing agent/advisor in the history of the African American market within New York Life. In 2015, he won NAIFA's Top 4 Under 40 award and launched The Taylor Method, his personal training series for financial advisors and agents. In the process of developing The Taylor Method, Mr. Taylor has coached countless agents and brought many back from the brink of leaving the business. His passion for mentoring and drive to succeed allows him to continually produce fresh, new content for his sales training system.

Eszylfie Taylor is a Million Dollar Round Table Top of the Table producer. Before starting his own brokerage, Eszylfie Taylor finished his career as the top producing agent/advisor in the history of the African American market within New York Life. In 2015, he won NAIFA's Top 4 Under 40 award and launched The Taylor Method, his personal training series for financial advisors and agents. In the process of developing The Taylor Method, Mr. Taylor has coached countless agents and brought many back from the brink of leaving the business. His passion for mentoring and drive to succeed allows him to continually produce fresh, new content for his sales training system.