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. 52 – Maximize Your Social Security Benefits: Tips and Strategies from Expert David Brabender
In this episode, David Brabender takes us through the complexity and potential pitfalls of navigating Social Security benefits without expert guidance. David is a local Independent Insurance Agent, the Founder of Atman Insurance Services, and the incoming President of SAHU, a local chapter of the National Association of Benefits and Insurance Professionals (NABIP). His philosophy is simple; try to leave the world a little better than he found it. His goal is to become a trusted advisor, to provide answers, options, and peace of mind.
Previous Episodes
- All Episodes
- Executive Episodes
Ep. 46 – Long-Term Care & Alternative Solutions
How do you know you picked the long-term care that better adjusts to your reality? In this episode, we discuss long-term care, insurance, alternative solutions, different
Ep. 45 – Medicare Post Enrollment Top Ten Tips. Reasons To Work with a Broker
Ep. 45 •Tuesday, March 12, 2024 In this episode, I discuss the intricacies of Medicare enrollment and why using a broker for your Medicare needs is
Ep. 44 – “Is Using Ethos To Get Life Insurance A Good Idea?”
In this episode, I’m talking about the countless benefits of using Ethos to get insurance, the three signs that you need life insurance today, and
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. 41 – “How To Maximize Reverse Mortgage Benefits with Mitchell Cooper”
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. 22 – “Are You a Business Owner? Things falling Through the Cracks?” Ben Godinez from VensureHR- Has Answers!
In this episode, I am talking with Ben Godinez, a Business Consultant at Vensure Employer Services. He is passionate about helping small businesses grow by solving
Ep. 18 – “Educating People on Medi-Cal Qualifying with Michael McCabe”
In this eighteenth episode, I am joined by my great friend, Michael McCabe. Michael has been doing Medi-Cal planning for the last twenty years, focusing
Ep. 12 – “Understanding Reverse Mortgages with Mitchell Cooper”
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.
Ep. 9 – “Everything You Need To Know About 10 Year Terms”
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
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
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
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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.
Looking for Your Own Peace of Mind?
Get in touch today:
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.
Helen Ornellas