Category: News Room

Paul Castner discusses the importance of life insurance   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-life-insurance/  Paul Castner, president of C & K Healthcare Advisors, discusses life insurance’s importance. Paul shares insights on educating clients about life insurance, emphasizing the significance of protection for family and leaving a legacy. Whether for financial security or generational wealth, understanding the different approaches to life insurance can help individuals make informed decisions for their future.  Listening to clients’ stories is a fundamental aspect of grasping their needs and preferences regarding…

Jennifer Surmacz discusses Probate Horrors to Private Estate Planning  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-the-horrors-of-probate/ One of the key takeaways from Jennifer Surmacz is the discussion on how probate can be a lengthy and costly process. Jennifer highlighted that probate cases can often drag on for years, especially when complexities or disputes are involved. She provided examples of cases, such as Martin Luther King’s probate estate, which remains open after 40+ years due to ongoing disputes over various issues.  Moreover, Jennifer emphasized that the costs…

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset/ David shares his journey in the financial services space, including loan originations, selling life insurance and mutual funds, and working in the Medicare sector.  Transitioning from an accumulation mindset to a distribution mindset is a critical aspect of retirement planning, as David explained; here are some key points to consider:  Understanding the Shift: David emphasizes the importance of transitioning from an accumulation mindset to a distribution mindset as individuals approach retirement age, typically around 55 to 65+. During the…

Providing emotional, empathy, and financial support is crucial when assisting individuals facing financial struggles. In a TV interview featuring Kevin Coffey from A Brighter Future, he highlighted how they can put more money into homeowners’ pockets while providing emotional support to homeowners dealing with foreclosure or financial difficulties. Kevin shared his personal experience of losing his childhood home and the emotional scars it left, underscoring the impact of such situations on individuals.   A full TV interview can be seen at: https://www.fox47news.com/entertainment/shows/the-morning-blend/interview-with-kevin-coffey-with-a-brighter-future-08-21-24   The emotional aspect of financial struggles cannot be overlooked.…

Luke Harrison discusses the importance of life insurance   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-life-insurance/  Luke Harrison from Olin & Associates discusses the importance of understanding life insurance beyond just a payout after death. He explains the two primary branches of life insurance – permanent and term – comparing term policies to renting an apartment without building equity.   Life insurance is often misconstrued as solely a means to cover final expenses, but as discussed in the podcast episode, it offers a wide range of benefits beyond…

Olympia, WA—51% of businesses are owned by baby boomers, meaning that over 16 million people will soon be passing their businesses on to the next generation. Certified Exit Planning Advisor Linda Jensen shares her knowledge on what business owners should know before they leave in her new book: “What is Your Exit Strategy?” Packed with personal stories, statistics, and meaningful advice, this book is a must-read for all business owners.  Jensen combines thoughtful advice with practical strategies. Considering that only 20% of businesses sell voluntarily, she provides a roadmap for…

Providing emotional, empathy, and financial support is crucial when assisting individuals facing financial struggles. In a TV interview featuring Kevin Coffey from A Brighter Future, he highlighted how they can put more money into homeowners’ pockets while providing emotional support to homeowners dealing with foreclosure or financial difficulties. Kevin shared his personal experience of losing his childhood home and the emotional scars it left, underscoring the impact of such situations on individuals. A full TV interview can be seen at:  https://www.fox47news.com/entertainment/shows/the-morning-blend/interview-with-kevin-coffey-with-a-brighter-future-08-21-24 The emotional aspect of financial struggles cannot be overlooked.…