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.
Ep. 36 – “Trevor Patching – Employee Retention Part #3: How to Fund the Commitment”
In this episode, in the third and last part of this series on employee retention with Trevor Patching, you’ll learn the best options to fund your retention plans and how to recognize the right approach based on your company’s size and projection.
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 strains of caregiving. After realizing that overwhelmed family caregivers need a mechanism to quickly find appropriate and professional solutions, Renee created the Silver Lining Network & Directory. Throughout this episode, Renee explains what the job of a health advocate advisor is, stories from her career, and what it looks like to work with her.
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 some of the case studies that she has worked on, the two pieces of information she wants every listener to know, how to best prepare for the later chapters of life, and more. 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 strains of caregiving.
In this ninth episode, I am talking all about the ins and outs of 10 year terms. A 10 year term is a great option for many people, but it is still important to know the important details so you can confidently decide if it is the best route to go. Throughout this episode, I talk about why business owners may want to look beyond the 10 year term, the benefits of having a 10 year term, what the accelerated underwriting process is, and the importance of staying compliant for annual exams. I share various case studies from clients that may be valuable to think about if you are considering a 10 year term.
In this tenth episode, I am joined again by the wonderful Renee Balcom, a health advocate advisor, to talk about Mental Health 5150. Understanding what a Mental Health 5150 is is important so you are prepared if you ever find yourself in a situation with someone who is not in a stable state of mind and are concerned for your or their safety. Throughout this episode, Renee shares stories from her work with clients that she has had to call a 5150 for, what her advice is for when you need to call for a 5150, her steps for working with clients, and more.
In this eleventh episode, I am joined by Cerrina Jensen to talk about her role as an Employee Benefits Consultant & Benefits Broker. Cerrina is passionate about empowering and educating employers to teach them how to navigate the healthcare system and deliver better benefits for their employees. Throughout this conversation, Cerrina shares the top reasons why employers should look at working with a benefits broker, what her company’s mission is, and how she is working to empower and educate women in the industry. Cerrina is a longtime friend and I am so excited for you to hear her background and how she is stepping up as a female leader.
In this twelfth episode, I am joined by Mitchell Cooper to talk all about his insights, advice, and perspective as a Certified Reverse Mortgage Professional. Through his work, Mitchell provides education to professionals and homeowners about the strategic use of the Home Equity Conversion Mortgage in retirement income planning. Throughout this conversation, Mitchell talks about the biggest misconception about reverse mortgages, what the Reverse for Purchase program is, common mistakes that people make when it comes to reverse mortgages, what goes into the loan process, and examples of client situations he has worked on. If you have been confused about the ins and outs of reverse mortgages, Mitchell’s expertise will help answer the basic questions you may have.