Castuner

CBS Spotlight

Tedd Hikes and Eric Alvarado

Our podcast is tailored to those in the RIA space. More knowledge equals less fear or the unknown, so we are here to kick open the toolbox, play with the tools, and have a honest/blunt conversations about the insurance toolbox accessable to you and your clients.

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Odcinki

37 odcinków

  1. Nick May - VP NQ and Business Solutions Distribution at Principal Part 2 29:55
  2. Nick May - VP NQ and Business Solutions Distribution at Principal Part 1 20:13
  3. Gary Preisser Stonebriar Wealth Advisors Pt 2 24:59
  4. Gary Preisser Stonebriar Wealth Advisors Pt 1 24:59
  5. Teresa De Leon Arden Trust 31:12
  6. Kim Luthy Synthesis Wealth Pt 2 23:22
  7. Kim Luthy Synthesis Wealth Pt 1 26:38
  8. Liz Hand - Pleasant Wealth Pt 2 24:14
  9. Liz Hand - Pleasant Wealth Pt 1 22:00
  10. James Wong - The Founder's Chair 55:56
  11. Rick & Jake Eskin - Dye & Eskin, INC. 41:28
  12. John Swystun - Auxesys INC Part 2 24:03
  13. John Swystun - Auxesys INC 24:19
  14. Fabian Gonzalez - National Vice President Symetra 30:21
  15. Mark Lingenfelter and Jamie McGill - Christopher Steet Financial 26:13
  16. Shane Keith - KDI Wealth 21:52
  17. Jen Fox - Finseca 29:40
  18. Hector Martinez - Head of Insurance - John Hancock Part 2 17:02
  19. Hector Martinez - Head of Insurance - John Hancock Part 1 14:09
  20. Jeannie Underwood 33:46
  21. Tom Hegna 21:07
  22. Kara Murphy Chief Investment Officer - Kestra 21:27
  23. Matt Regan - Wealthcare Capital Management 24:25
  24. Aaron Anderson - Fit Asset Management 23:58
  25. David Reynolds - Enhancing PPVUL and PPVA Capabilities 19:46
  26. Andrea Caruso - MIB: The Risk Report 18:43
  27. Derrick Pfau 20:23
  28. Jason Gordo- Building a Modern Wealth Management Firm 23:26
  29. Karen Reifel - A Conversation about Success 30:43
  30. Matt Gibson – Tech Innovations in Financial Planning, Insurance, & Longevity 32:15
  31. Bill Comfort Part 3: What are the options: 27:37
  32. Bill Comfort, Part 2, How to have the conversation 22:41
  33. Bill Comfort, Part 1, What is LTC? 31:36
  34. Melissa Bova and the State of LTC 19:10
  35. Army Robinson & the Tax Sunset 24:44
  36. Annuities & More with Sheryl Moore 18:23
  37. Foundational Information 13:10