Ep. 34 – “Trevor Patching – Employee Retention Part #1: Identifying the Need”

In this episode, I’m talking with Trevor Patching in the first of a three-parter series on employee retention. Trevor is the President of Asset Wealth Management. After a successful career in Asset-Based Lending, he now provides guaranteed risk-free programs, specializing in annuities, life insurance, and long-term care to protect retirees and business owners from the […]

Ep 33 – “Jenn Livengood – Taking Your Health Into Your Own Hands”

On Life Episode 32

In this episode, we welcome Jenn Livengood, who invites us to look differently at what we put in our bodies. Jenn is a registered dietitian and functional nutritionist passionate about helping people incorporate healthy lifestyle habits with the sole purpose of assisting them to experience lasting changes and increased longevity. She loves running and being […]

Ep 32 – “Lisa Hutcherson – SUMMUS Global – Speed to Care In The Workplace”

On Life Episode 32

In this episode, I am joined by Lisa Hutcherson. She is a National Account Director at SUMMUS Global, a platform that empowers families through direct access to a  virtual network of leading specialists across 48 leading hospitals. Lisa’s previous experience includes growing and developing teams across the US in financial services, retail and other dynamic […]

Ep. 31 – “What’s to Come for Medicare in 2023 with Rosamaria Marrujo”

On Life Episode 31

In this episode, I am talking with Rosamaria Marrujo. Rosamaria has been a true pioneer in the field of Medicare for over 20 years. Throughout her career, she has supported over 6,000 agents nationwide through her GA/FMO based out of California. Rosamaria Marrujo, of Trusted American Insurance Agency, is the current CAHU/CAHIP Medicare Chair, and […]

What is the Initial Coverage Election Period?

If you’re new to Medicare, you may be familiar with the Initial Enrollment Period (IEP), an election period that covers from 3 months before your 65th birthday to 3 months after. However, if you chose not to sign up for Part B during your IEP, there is another enrollment period available to you, known as […]

Ep. 27 – “What Qualifies a Californian for Medi-Cal? with Michael McCabe”

In this twenty-seventh episode, I am re-releasing episode 18 in which I was joined by Michael McCabe to talk all about Medi-Cal. For the past twenty years, Michael’s job has been Medi-Cal planning, focusing on counseling people on the psychology and financing of a person facing long-term care needs. Through his work, Michael coaches his […]