Ep. 8 – “Who’s In Your Corner? Health Advocate Advisor: Part #2”
In this eighth episode, I am so excited to share with you Part 2 of my conversation with Renee Balcom, a health advocate advisor. In Part 1, Renee shared what a health advocate advisor is, her process for creating a care plan for clients, and stories from her career. Throughout this episode, Renee talks about […]
Ep. 7 – “Who’s In Your Corner? Health Advocate Advisor: Part #1”
In this seventh episode, I am so excited to be joined by Renee Balcom, a health advocate advisor. Renee has spent over a decade consulting and providing services to families looking for care solutions for their loved ones. She helps people navigate the healthcare system, make informed care decisions, and cope with the challenges and […]
Ep. 6 – “Medicare 101”
In this sixth episode, I am talking all about Medicare – something that all business owners and employees should be informed on. Throughout this episode, I explain what Medicare is, how it can save money for both employers and employees, the three paths you can take with Medicare, the pricing of Medicare plans, and some […]
Ep. 5 – “2021 Reflections”
In this fifth episode, I am sharing my reflections from the past year. While there is no denying that the past 12 months had its challenges, there was so much good that came from it as well. Throughout this episode I dive into what I loved about the past year, the different areas of my […]
Ep. 4 – “Long Term Care Options”
In this fourth episode, I am talking about long term care and why it is important to have. I often hear from my clients that they already have a family member who can take care of them when they are older, but I think it is best to be prepared and purchase a long term […]
Ep. 3 – “Ownership, Compliance, & Answering Your Questions”
In this third episode, I am talking about the different events or situations that may affect your life insurance policy. Understanding how life insurance policies can affect the different aspects of your life can be confusing, but all it takes is asking the question to save yourself a big headache. Throughout this episode, I talk […]
Ep. 2 – “How Marijuana & CBD Impact Policy”
In this second episode, I am explaining how using marijuana, CBD, tobacco, and nicotine will impact your life insurance policy. Being transparent with your life insurance agent or broker about the frequency of use is important to make sure that they can find the right carrier for you. Throughout this episode, you will learn the […]
Ep. 1 – “Begin Building Your Life Toolbox“
In our inaugural episode, Helen answers the most common questions she receives after 20 years in the insurance industry. Learn more about Helen, her background growing up, and how she ended up doing the work that she does to help individuals and businesses find peace of mind with custom solutions.