What’s Life Got to Do With It?
Find out in our new original podcast with founder & CEO Helen Ornellas, available now on all major streaming platforms.
Latest Episode
Ep. 58 – Capture Leads While Swapping Wasteful Swag, with Marcie Shelton
In this episode, Marcie Shelton joins us to talk about an eco-friendly, impactful, and efficient marketing solution, Give2Lead. Marcie is a Leadership and Strategic HR Consultant, with a knack for sustainability and community, and the Founder of Give2Lead.
Previous Episodes
- All Episodes
- Executive Episodes
Ep. 58 – Capture Leads While Swapping Wasteful Swag, with Marcie Shelton
In this episode, Marcie Shelton joins us to talk about an eco-friendly, impactful, and efficient marketing solution, Give2Lead. Marcie is a Leadership and Strategic HR Consultant,
Ep. 57 – Defense Microelectronics: Powering Technology for a Safer World, with Dan Marrujo
In this episode, Dan Marrujo joins us to unravel the pivotal role of microelectronics and AI in defense and daily technology. Dan is the Founder
Ep. 56 – Building Bridges To Workplace Harmony. Geoff Hash’s Expert Advice on Mediation for Entrepreneurs
In this episode, we learn about the art of addressing polarization and promoting team harmony in the workplace from the brilliant Geoff Hash. Geoff is an
Ep. 55 – Securing Your Company’s Future: Financial Planning for Business Owners with Melissa Yano
In this episode, Melissa Yano joins us to discuss financial planning for small and medium-sized business owners and sheds light on planning and securing businesses’ financial
Ep. 53 – Medicare’s New Rules. Understanding the 2025 ANOC Letter with Rosamaria Marrujo
In this episode, Rosamaria Marrujo explains what you should pay attention to as soon as you put your hands in the ANOC letter. Rosamaria is an expert
Ep. 52 – Maximize Your Social Security Benefits: Tips and Strategies from Expert David Brabender
In this episode, David Brabender takes us through the complexity and potential pitfalls of navigating Social Security benefits without expert guidance. David is a local Independent Insurance
Is Your Business Growing Faster Than You Can Keep Up? The Importance of Reviewing Life Insurance for Key Person and Buy-Sell Agreements
As a business owner, rapid growth is often both a thrilling and challenging experience. However, with that growth comes new responsibilities—especially when it comes to
Buy/Sell Agreements: Secure Your Legacy
In today’s complex business landscape, ensuring the protection of your business and your legacy is crucial. A well-crafted buy/sell agreement is a powerful tool for
Ep. 43 – “What Keeps You Up At Night and More! with Trevor Patching”
In this episode, I’m joined by our monthly guest, Trevor Patching, to discuss the importance of covering and incentivizing those in foundational positions in our
Ep. 42 – “Disability Insurance And Income Protection with Dennis Carlson”
In this episode, we delve into the second part of our conversation about what is true and what is a myth about the reverse mortgages
Ep. 26 – “What is a Mental Health 5150?”
In this twenty-sixth episode, I am re-releasing episode 10 to emphasize the importance of understanding what a Mental Health 5150 is. You will hear from
Ep. 25 – “How A Health Advocate Advisor Can Help: Part #2”
In this twenty-fifth episode, I am re-releasing Part 2 of my conversation with Renee Balcom, a health advocate advisor. In Part 1, Renee talked about
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What to Expect as You Listen:
Expert Guidance
With over 20 years of experience, Helen brings her expert guidance directly to you with insider tips, industry trends and real-life stories. Get the scoop directly from the source on what matters most when it comes to protecting your health and wealth.
Enlightening Topics
Learn more about key topics that can impact your ability to get and keep coverage, from lifestyle choices to changes in plan availability and carrier requirements. Get the bigger picture in focus with outside-the-box thinking on how to look at your life through the lens of an agent.
Answers to Top Questions
Can I use my life insurance while I’m still alive? Should my young children be designated as sole beneficiaries? Why do I even need life insurance? Get answers to these and all your burning questions as we explore the most common questions asked by clients (and you!).
Special Guest Appearances
We know some really smart, and really helpful, people – get exclusive access to guest speakers from across the industry as they help educate and enlighten us on various topics related to health, wealth and overall financial management, for individuals and business owners alike.
Looking for Your Own Peace of Mind?
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After twenty years in the life insurance industry, I still wake up every morning with the same passion to help people understand what will work best for them and their future.
Helen Ornellas