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. 64 – Implementation of Housing Wealth, with Mitchell Cooper
What if we start looking at a reverse mortgage as THE financial tool to get your “longevity insurance” without even thinking of depleting your assets?
In part two of our insightful conversation with Mitchell Cooper, we dive deeper into the financial mechanics and unknown benefits of using reverse mortgages as a retirement plan. Mitchell also contextualizes reverse mortgages’ evolution and origins, which explain some of the most common misconceptions about them most retirees have, and highlights how reverse mortgages can provide financial flexibility without immediate repayment obligations.
Listen to episode 64 of On Life With Helen and learn how to set up a reverse mortgage that’ll allow you to defer withdrawals and maximize available funds in later years. You’ll also hear how to grow a financial cushion without affecting liquid assets, turning your reverse mortgage into your “longevity insurance,” the role behavioral aspects play in the effective use of reverse mortgages, how financial planners can help clients navigate the complexities of reverse mortgages, and much more.
Previous Episodes
Ep. 64 – Implementation of Housing Wealth, with Mitchell Cooper
What if we start looking at a reverse mortgage as THE financial tool to get your “longevity insurance” without even thinking of depleting your assets?
Ep. 62 –Marketing That Moves the Needle: How the Right Agency Can Transform Your Business
For some business owners, thinking about their company’s marketing feels a lot like stepping into a cluttered storage unit — they have no idea where
Ep. 61 – Things You Need to Know About Business Alternative Risk Insurance, with Roland Guillen
Do insurance costs leave you stressed and uncertain about your business’s future? Do you have a strategy to manage employee benefits while ensuring a healthier
Ep. 60 – Current Funding Environment and What’s Needed Now with Dan Marrujo
Can the CHIPS Act tackle the nationwide workforce shortage? Is $53 billion enough to jumpstart a “U.S. semiconductor renaissance”? Can America reshape the global semiconductor
Ep. 59 – Thinking About Selling Your Business! Here’s What You Need to Know 3-5 Years Ahead of Time with Randy Hendershot
In this episode, we explore succession planning for business owners guided by the expert business broker, Randy Hendershot. Randy is the Founder and CEO of Evolution Advisors,
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,
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.
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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.