Is the plan enough?

Air date: Jul 01, 2024

The long-term care struggles in the US and how it’s affecting families Jim and Teepa’s personal family stories and what they went through What you…

Insights from a frontier

June 1, 2024

How Mark Hanna created a program that helps businesses track and provide benefits for their workers The opportunities he saw and seized, and how you…

What would happen to your business?

May 1, 2024

An insurance that may allow your business to continue even if you become disabled How to offer your employees job security How to help avoid…

Would you survive without an income?

April 1, 2024

One simple way you may help protect your family What people should be looking for when choosing insurance coverage How to get disability insurance

No winners in litigation

March 1, 2024

What’s happening with the Department of Labor and overtime rules? New legislation may increase the number of people who qualify for overtime Important laws to…

Grant a wish for those in hospice

February 1, 2024

A foundation similar to Make-A-Wish, but for hospice patients A way you may offer peace and comfort to those in their final days A way…

Financial strategizing for a divorce

December 1, 2023

Divorce and finances – What to do and what not to do What things you should be doing right away when filing for a divorce…

The long-term care maze and how to find the right care for you

November 1, 2023

Learn about the different types of long-term care available, including home-based care, community-based care, and facility-based care Get insights from specialists and real-life experiences on…

Covering your assets

October 16, 2023

An easy to remember method on how to deal with property risk Learn about an umbrella that provides coverage even when it isn’t raining Stories…

What is living death insurance?

October 1, 2023

Might you have a false sense of security? What the “living death” insurance is and if it’s important Steps that can help you avoid putting…

Optimism bias and why you should avoid it

September 1, 2023

Avoiding “optimism bias” How Max’s mom needed disability insurance at an early age How certain disability insurances may protect you, your family, and your employees

Is the cost of college still worth going?

August 1, 2023

As a financial professional, you understand the importance of staying informed and helping guide your clients towards financial confidence. This episode covers essential areas such…