Purpose through philanthropy

June 30, 2019

The parents transfer the wealth to their children, the children don’t know how to appropriately handle the wealth, the children spend all the money and…

The Ultimate Gift

June 1, 2019

So many people get swept up in acquiring money that they forget the real reason behind the products and services you provide. Let this episode…

Mythbusters: Disability Insurance edition

May 1, 2019

Do you find that when you ask your clients if they have disability insurance, they scratch their head and mumble something about a work policy?…

Password protected: access denied

April 1, 2019

It’s likely that a lot of your clients do their banking and other important tasks online, and those people won’t want to miss this episode!…

3 steps you can take to help the Federal deficit

March 1, 2019

The rising national debt will likely force taxes to go up in the future, so this episode will help motivate your clients to meet with…

Top reasons to get life insurance

February 1, 2019

When shopping for a new gadget, you turn to the consumers for reviews. Newsflash – your clients are probably the same way! On this week’s…

How to enhance the value of your business (part 2)

January 1, 2019

Last month, we had Scott Bushkie on to talk about enhancing the value of your business. This month, he’s on for a part two to…

How to enhance the value of your business

December 1, 2018

This month’s show is a must listen for both you and your clients! We’re talking business valuations and exit strategies. Why is this important for…

10 warning signs of Alzheimer’s Disease

November 1, 2018

When Alzheimer’s Disease strikes, it robs your memory, your ability to function, and eventually, your life. Alzheimer’s is the sixth leading cause of death in…

The tax train is coming

October 1, 2018

The time to get your fiscal house in order is when the economy is going well. You know that the economy is going well now…

Do you need Life Insurance?

September 3, 2018

A lot of people are against Life Insurance because they don’t fully understand it. It’s hard to see the value in paying for something that…

How life Insurance changed my life: real life stories

September 1, 2018

Why do we have so many shows on Life Insurance? Because not enough people care about it! Nobody wants to think about dying, and nobody…