Ep. 66 – 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. […]
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 […]
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 to start, what to move first, or what will actually work. In today’s episode, Ann Bouchard unravels the secrets and benefits of crafting simple, honest, and solid marketing strategies. Anne is the […]