Ep. 65 – Succession Planning. Guaranteeing the Success of a Business That’ll Outlive You, with Craig Gussin

Do you have everything in place in your business if — God forbid — you don’t make it home tonight? In today’s episode, we are joined by one of Helen’s mentors and a true giant in the insurance space, Craig Gussin. Craig is a seasoned health insurance agent based in San Diego and the co-founder of Retire […]
Ep. 65 – Why Sell Your Life Insurance Policy

Most people don’t expect to ever use, enjoy, or even see the money from their life insurance policy. As today’s guest brilliantly pointed out, life insurances feel more like death insurance because their benefits are available only after the policyholder passes. Today, you’ll learn there’s a way for policyholders to access their money while they’re still alive. […]